Joe Manning

[Joe Manning @ManningJoe]

Infrastructure precedes utility.

[Joe Manning @ManningJoe]

$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.

[Joe Manning @ManningJoe]

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.

[Joe Manning @ManningJoe]

$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.

[Joe Manning @ManningJoe]

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.

[Joe Manning @ManningJoe]

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

Infrastructure precedes utility.

[Joe Manning @ManningJoe]

$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.

[Joe Manning @ManningJoe]

@circle #FintechInfrastructure

[Joe Manning @ManningJoe]

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

[Simon Taylor @sytaylor]

https://t.co/NBS6LOrdeV

[Brian Armstrong @brian_armstrong]

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.

[Joe Manning @ManningJoe]

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

#AgenticCommerce #CryptoPayments

[Joe Manning @ManningJoe]

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.

[Jeremy Allaire - jerallaire.arc @jerallaire]

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

[Joe Manning @ManningJoe]

#AI #Stablecoins #AgenticCommerce #EnterprisePayments #Crypto

[Joe Manning @ManningJoe]

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.

[Tim Miller @Timodc]

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.

https://t.co/1586YuzT5e

[Joe Manning @ManningJoe]

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

[Joe Manning @ManningJoe]

https://t.co/5w39VpVjcP

[Joe Manning @ManningJoe]

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. 🔗