$1 Trillion Opportunity In the Agentic Economy
The AI economy is being built and AI model and infrastructure companies won’t be the only ones to benefit. There’s a trillion dollar opportunity to disrupt how payments are made in an agentic world. That’s why Circle and Coinbase stock are an opportunity for investors, despite their recent performance. They’re building the stablecoins and rails to allow agents to move through the digital world and today we highlight why this is such an opportunity.
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00:00 AI Commerce Shift
00:29 Agentic Commerce Explained
01:25 Why Payments Break
02:16 Stablecoins Fix It
02:42 Coinbase Circle Rails
04:06 Adoption Is Here
05:18 Network Effects Moat
06:20 Who Wins The Rails
06:36 Wrap Up And CTA
