CoinDesk's weekly newsletter "Crypto Long & Short" suggests that as AI agents become more autonomous and engage in machine-to-machine economic activity (negotiating, purchasing resources, executing transactions), they will require financial infrastructure capable of moving value programmatically and quickly. The article argues that traditional payment systems are not designed for millions of autonomous agents conducting continuous low-value, cross-border transactions, making blockchain infrastructure, especially stablecoins, uniquely suitable for this environment due to programmable money. This creates investment opportunities beyond AI models and applications, focusing on infrastructure for payments, settlement, identity, and custody that connects traditional and digital markets.