Analyst: The Agentic Payments Debate Has Been Captured by the Stablecoin Lobby
mikeflache · x · 2026-10-31
Richard Turrin argues the agentic-payments conversation has been captured by the stablecoin lobby: every pitch deck frames stablecoins as the native rail for AI agents, convenient for issuers collecting yield on reserves. His counterpoint: an agent treats payments as an optimization problem where the cheapest path wins—sometimes stablecoins, sometimes Visa, sometimes bank transfer. Constraining your agent to one rail isn't a technology choice, it's a subsidy to whoever owns that rail.
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