On February 28, a forward-looking AI report published by Citrini caused market fluctuations this week. The report depicts a rather pessimistic scenario: if AI technology becomes highly advanced, many white-collar jobs could be replaced, consumer spending would decline, and the overall economy would be affected. Analysts believe that once the economy faces pressure, the Federal Reserve might intervene by cutting interest rates or expanding the money supply.
Kaiko analyst Laurens Fraussen pointed out that the market usually views Bitcoin as a hedge against currency devaluation. When liquidity expectations rise, Bitcoin prices tend to be supported. In this context, Bitcoin and stablecoins have become focal points following the report’s release.
The report also emphasized that as “agent” programs become widespread, software that autonomously performs tasks will require low-cost, instant settlement payment methods. Analysts believe that stablecoin payments based on Solana or Ethereum layer-2 networks, with low fees and quick transfers, could become the infrastructure for AI agent trading. Some investors have already positioned themselves early, causing traditional payment company stocks to come under pressure.
Stripe co-founder John Collison stated that the combination of stablecoins and artificial intelligence could trigger a new wave of agent economy, highlighting the role of blockchain in payment systems. The stablecoin supply surged to $300 billion in 2025 but slowed down after entering 2026, indicating a market adjustment phase.
Meanwhile, Bitcoin recently rebounded from $62,900 to around $66,000 amid U.S. geopolitical and trade disputes but still faces short-term downward pressure. Industry insiders suggest that if speculative enthusiasm wanes and funds return to infrastructure development, Bitcoin’s long-term value and the practical applications of stablecoins could become key factors in market reassessment.
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