2月28日消息，一份由Citrini发布的人工智能前景报告在本周引发市场震荡。报告描绘的情景相当悲观：若AI技术高度成熟，大量白领岗位或被替代，消费能力受挫，进而拖累整体经济。分析认为，一旦经济承压，美联储可能通过降息或扩大货币供应进行干预。
Kaiko研究分析师 Laurens Fraussen 指出，市场通常将比特币视为对冲货币贬值的工具，当流动性增加预期升温时，比特币价格往往获得支撑。在此背景下，比特币与稳定币成为报告发布后的关注焦点。
报告还强调，随着“智能体”程序普及，这类自主执行任务的软件需要低成本、即时结算的支付方式。分析认为，基于 Solana 或以太坊二层网络的稳定币支付具备手续费低、到账迅速的优势，可能成为AI代理交易的基础设施。部分投资者已提前布局，传统支付公司股价一度承压。
Stripe联合创始人 John Collison 表示，稳定币与人工智能结合或催生新一轮代理经济，并强调区块链在支付体系中的作用。2025年稳定币供应量曾激增至3000亿美元，但进入2026年后增速趋缓，市场进入调整阶段。
与此同时，比特币近期受美国地缘政治与贸易争议影响，价格自62,900美元反弹至66,000美元附近，但仍面临阶段性连跌压力。业内人士指出，若投机热度下降、资金回归基础设施建设，比特币长期配置价值与稳定币实际应用场景或将成为市场重估的重要方向。
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