AI Agents Will Run Much of Commerce | Nathan McCauley

Nathan McCauley discusses how AI agents will become first-class economic actors that need bank-like accounts and rail-agnostic payment access, including crypto, card, and stablecoin rails. He argues stablecoins are expanding US dollar dominance and that US regulatory progress, including the GENIUS Act, is unlocking the next phase of crypto industry growth. - AI agents are expected to initiate more commerce and transact on behalf of people. - Anchorage Digital is building an agentic banking platform with know-your-agent controls and cash, card, and crypto rails. - Agents need to receive money and hold accounts, not just make payments. - Onchain gas fees are viewed as an early form of microtransactions. - Stablecoins are positioned as a tool that expands US dollar reach and dollar dominance. - US regulatory progress and the GENIUS Act are described as bipartisan tailwinds for crypto/blockchain.