Joe Manning

Infrastructure precedes utility.

$5B+ raised for AI agent payment rails. Actual volume: ~$50M/month. The gap isn't skepticism—B2AI commerce is fundamentally different. Winners won't be AI tokens. They'll be stablecoins and programmable wallets handling machine identity and permissions.

Winners won't be new AI tokens. They'll be stablecoins and programmable wallets that handle identities, permissions, and verifiable transactions for non-human actors. Infrastructure precedes utility. 2026 is the laying-foundation year.

The gap isn't skepticism. It's that machine-to-machine payments are fundamentally different from human commerce. 24/7 operation, microsecond latency, programmatic trust layers.

$5B+ raised for AI agent payment infrastructure. Actual agent transaction volume: ~$50M/month. That's 0.0001% of what stablecoins move. The roads are paved. The cars are learning to drive. Bloomberg called it a "Field of Dreams" buildout.

Winners won't be AI tokens. They'll be stablecoins and programmable wallets that handle machine identities and permissions. Infrastructure precedes utility.

$5B+ raised for AI agent payment infrastructure. Actual volume: ~$50M/month. The gap isn't skepticism—B2AI commerce is fundamentally different. 24/7, microsecond latency, programmatic trust.

@circle #FintechInfrastructure

Stablecoin card infrastructure (Nium, Kulipa) is the real story. Wallet-to-Mastercard/Visa conversion turns digital dollars into merchant spend at scale. @Circle's USDC and @tether's USDT need rails like this to reach everyday utility. #Stablecoins #Payments

Some of our best hires were totally unqualified on paper. They always had the same qualities: entrepreneurial, high agency, smart, mission aligned, and they got shit done. If you’re hiring, especially in early stages, seek out & bet on these people. Don’t over-index on resumes.

This isn't optional, it's the prerequisite for mainstream agent adoption. #AgenticCommerce #CryptoPayments

Mastercard unveils Verifiable Intent trust layer for agentic commerce. Creates tamper-resistant proof of user authorization when AI agents transact. As agents gain autonomy, payments become a reflection of trust, not just efficiency.

Early days, but incredibly promising. AI Agents overwhelmingly prefer @USDC.

#AI #Stablecoins #AgenticCommerce #EnterprisePayments #Crypto

New research confirms a clear pattern: AI agents prefer Bitcoin for savings and stablecoins for transactions. The takeaway for enterprises? Invest in stablecoin infrastructure now to optimize payment efficiency before autonomous systems make these decisions for you.

Still trying to wrap my head around Kash firing a unit that specializes in Iranian counter-intel LAST WEEK -- when they knew war was coming -- because the agents were involved in the Trump classified docs case. ms.now/news/kash-pate…

Stablecoins are becoming the payment rails for agentic commerce. AI agents need instant settlement across chains. Winners will be protocols making payments frictionless for agents. @KYDLabs #Stablecoins #AgenticCommerce #Crypto

Stablecoins hitting $33T in 2026 is wild 🤯 No longer just a crypto trading tool—they're embedding into real industries like ticketing, payroll, and venue financing. The financial plumbing of tomorrow is being built on-chain today. 🔗