Bitcoin\u2019s price<\/a> was up over 3% during the past 24 hours. On Stocktwits, the retail sentiment around BTC shifted to \u2018neutral\u2019 from the \u2018bullish\u2019 zone, while chatter around it remained in the \u2018low\u2019 levels over the past day.<\/p>\n Why The Real AI Customer Base Is Being Undercounted<\/p>\n Visser said Wall Street is miscounting AI\u2019s true customer base, using McDonald\u2019s \u201cBillions Served\u201d framing. He argued that investors see OpenAI (OPEAXXZ), Anthropic (ANTHZZX), and Google (GOOG\/GOOGL) as individual cloud customers, when in fact all three are becoming an operating system for a growing population of AI agents doing research, coding, and financial work. So the real installed base, and the transaction volume it generates, is being massively undercounted.<\/p>\n He said the financial system is built around human banking hours, manual approvals, and delayed settlement, friction that\u2019s manageable when humans begin transactions but becomes an impossible roadblock once billions of agents transact continuously, in some cases paying fractions of a cent thousands of times within a single workflow.\u00a0<\/p>\n Stablecoins Could Become Internet\u2019s Payment Rail\u00a0<\/p>\n The payments industry is already preparing for checkouts initiated by software rather than humans, Visser said,\u00a0citing Stripe’s rumored bid for PayPal<\/a> (PYPL) as evidence. Stripe has developed transaction-specific credentials for authorized agent purchases, he said, while PayPal is bringing its\u00a0PYUSD stablecoin<\/a> and consumer wallet network to a potential combined platform.\u00a0<\/p>\n Visser expects that because agents are global by design and agnostic to banking relationships, they will send payments to whichever rail provides the best execution speed, cost and settlement certainty, a thesis he said will drive stablecoin and tokenized-asset adoption.\u00a0<\/p>\n Banks Weren’t Built For Billions Of Agents<\/p>\n He also added that identity and reputation will become as important as the money itself, with counterparties requiring cryptographic proof that an agent is authorized to act and spend on behalf of a person, company or another agent. Vissers\u2019s comments are not new. Previously, Coinbase (COIN) CEO Brian Armstrong had reiterated the same message, saying\u00a0banking rails weren\u2019t efficient enough<\/a> for AI agents.\u00a0<\/p>\n The token market that accompanies this thesis is still small compared to the overall crypto market. AI-agent and agent-launchpad tokens have a combined market cap of roughly $4.7 billion, a tiny fraction of 1% of the total crypto market valuation of around $1.3 trillion, as per CoinGecko.\u00a0<\/p>\n Read also: XRP And Ethereum Are Beating Bitcoin \u2014 And Analyst Michael Van de Poppe Is Betting Big On Altcoins<\/a><\/p>\n For updates and corrections, email newsroom[at]stocktwits[dot]com.<\/p>\n
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