BlackRock said agentic AI could drive demand for stablecoin payments, programmable settlement and tokenized computing capacity as machines increasingly transact for humans. Real Vision CEO Raoul Pal agreed that AI needs machine-native money and tokenized compute but argued the opportunity also includes identity, contracts, attention, energy and information. BlackRock said stablecoin market capitalization surpassed $300 billion as of September 2026, while Token Terminal valued tokenized assets above $348 billion with more than 310 million holders.