Jeremy Allaire
5 tracked predictions · 0 hit · 0 partial · 0 miss · 5 still open
open Jeremy Allaire: The vast majority of stablecoin transactions will be AI-intermediated rather than human-initiated.
“I think the vast majority of stablecoin transactions are going to be AI intermediated in 5 years.”
Your call:
open Jeremy Allaire: Widespread retail e-commerce use of USDC/stablecoins for everyday purchases (the stablecoin equivalent of Bitcoin's 'pizza day') is still a couple of years away, pending better UX, mainstream wallet integration, and refund-protocol tooling.
“I think it's still a couple years away from kind of widespread use.”
Your call:
open Jeremy Allaire: On-chain treasury management will become a huge, faster-growing area for multinational corporate finance, with money moving programmatically from tokenized money markets into stablecoin cash across geographies.
“I think yes, the ability to move money... programmatically, instantly anywhere in the world across geographies is very powerful... that curve I think on that kind of what's happening with on-chain treasury is one of the most exciting areas of this space.”
Your call:
open Jeremy Allaire: There will be a wave of new stablecoins launched frequently (roughly one per week) claiming GENIUS Act compliance, even before the Act is fully statutory.
“I wouldn't be surprised to see a new stablecoin every week that's introduced, reportedly Genius Act compliant even though Genius Act is not yet statutory in effect for a while.”
Your call:
open Jeremy Allaire: Fully AI/software-driven on-chain corporations (like Hyperliquid) will achieve such explosive velocity that traditional corporations may not be able to compete, though the exact timeframe is uncertain.
“I think given exponential improvements in AI and given this technology substrate I think we will... the velocity of those companies is going to be so explosive that I'm not sure any corporation can compete.”
Your call: