Netomi CEO: AI customer experience to lift stablecoin demand
Netomi CEO Puneet Mehta says the enterprise “customer experience” market could grow from about $500B today to $5T by 2030 as AI expands from support into sales, conversion, and upselling. He argues this shift will increase stablecoin demand and drive more blockchain-based payment rails.
Mehta’s core point is that autonomous AI agents will need always-on settlement and 24/7 transaction capacity. He says traditional banking settlement times (days, paperwork-heavy) will not match agentic commerce, so agents will rely on blockchain payment infrastructure and fiat-pegged stablecoins for real-time movement of money and assets.
Netomi also recently raised a $110M Series C round, backed by Accenture Ventures and Adobe Ventures. Mehta frames AI and crypto as complementary, not a zero-sum competition for venture dollars.
He also references the broader crypto narrative: executives expect stablecoins to become more foundational as corporate treasury flows and AI-driven autonomous payments expand. However, the article notes that many enterprise software companies still depend on legacy payment providers, so adoption of blockchain settlement could be gradual.
Overall, the thesis links AI agent growth directly to stablecoin demand—suggesting potential tailwinds for stablecoin liquidity and settlement-related infrastructure as enterprises move toward automated, end-to-end workflows.
Bullish
This is bullish for the stablecoin complex because the article’s central thesis is demand-driven: as AI agents move deeper into enterprise workflows, they need fast, 24/7, automated settlement rails. Stablecoins are positioned as the practical “always-on” bridge between autonomous software decision-making and real-time money movement.
In the short term, traders may treat this as narrative support for stablecoin usage and liquidity, especially if market participants are already leaning into “agentic commerce” themes. That can marginally improve sentiment around stablecoins and payment infrastructure tokens.
In the long term, the key dependency is integration speed. The article itself flags that many enterprise providers still rely on legacy banking/payment networks, meaning adoption could be gradual. Historically, crypto narratives tied to enterprise infrastructure (e.g., stablecoin onboarding for cross-border payments) often see stepwise repricing: initial hype into liquid adoption pilots, followed by more sustained impact only after major integrations and treasury/payment rollouts.
Given the directional link from AI enterprise expansion → real-time payment needs → stablecoin demand, the expected impact is net positive, though not immediate across all stablecoin issuers or chains.