Ethereum Could Gain New Demand From AI Payments, BlackRock Says

White paper by BlackRock links AI agents to rising demand for stablecoins, Ethereum blockspace and tokenized compute (Image: Shutterstock)
White paper by BlackRock links AI agents to rising demand for stablecoins, Ethereum blockspace and tokenized compute (Image: Shutterstock)

Ethereum (ETH) traded near $2,695 after a recent rally as BlackRock argued that AI agents could create new demand for stablecoins and blockchain settlement, including Ethereum blockspace.

Key Points:

  • BlackRock says AI agents may need machine-native payment rails, with stablecoins positioned as a likely settlement method.
  • ETH was down 2.6% over 24 hours in the supplied market snapshot but remained up 10.3% over seven days.
  • The $2,542-$2,550 support area and $2,805 resistance remain key levels in the cited technical setup.

BlackRock AI Payments

BlackRock outlined the argument in research examining how artificial intelligence and digital assets could reinforce each other as autonomous software handles more commercial activity. The asset manager described blockchain infrastructure as a possible settlement layer for machine-to-machine transactions, with stablecoins offering programmable, always-available payments.

“Our latest research paper explores the growing connection between AI and digital assets,” BlackRock said in a Sept. 22 post.

The firm also pointed to Ethereum and Circle’s Arc among networks that could support this activity. In separate commentary, BlackRock described crypto as machine-native money that could pair naturally with machine-native intelligence as AI agents conduct transactions.

The thesis arrives while ETH remains volatile after a strong recent advance. The supplied market data put Ethereum at $2,695, down 2.6% over 24 hours but up 10.3% for the week, 8.3% over 14 days and 7.1% over 30 days.

Also Read: Ethereum Nears $3K Setup With $30B In Open Interest Behind It Read On Yellow

Ethereum Technical Levels

The immediate question is whether Ethereum can hold the support zone around $2,542 to $2,550, which the cited analysis places near the 50-week moving average. Holding that area would preserve the current recovery structure, while a break below it could shift attention toward roughly $2,533 and then $2,450.

On the upside, the analysis identifies $2,672 as an initial level, followed by a more important breakout area around $2,805. A sustained move above $2,805 could bring $2,950 to $3,000 into view, with $3,150 to $3,250 listed as the next resistance region.

BlackRock’s argument does not mean AI-agent payment demand is already flowing into Ethereum fees. The firm’s research says agentic payments and related markets remain at an early stage, making actual transaction activity more important than the narrative alone.

Ethereum’s recent price history explains why those levels matter. ETH has gained over the past month in the supplied data, but the current pullback shows that the move toward $3,000 still depends on support holding and buyers sustaining momentum after the rally.

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Alexey Bondarev

Alexey Bondarev is Head of Content at Yellow.com. He specializes in in-depth Research and Learn pieces, with a focus on analytical reporting, industry context, and the bigger forces shaping crypto, from the AI era and security technologies to fintech innovation. He believes that everything digital will imminently overcome everything analogue and is working hard to make that come true.

Disclaimer and Risk Warning: The information provided in this article is for educational and informational purposes only and is based on the author's opinion. It does not constitute financial, investment, legal, or tax advice. Cryptocurrency assets are highly volatile and subject to high risk, including the risk of losing all or a substantial amount of your investment. Trading or holding crypto assets may not be suitable for all investors. The views expressed in this article are solely those of the author(s) and do not represent the official policy or position of Yellow, its founders, or its executives. Always conduct your own thorough research (D.Y.O.R.) and consult a licensed financial professional before making any investment decision.
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