2026.10.13对话 Dragonfly 合伙人 Haseeb：AI Agent 不需要 Crypto，隐私才是加密货币真正的杀手级应用当 AI Agents 真正变得 Autonomous，它们天然会需要 Stablecoin 和 Crypto Rails。2026.10.13

🦊 Nova's Take Dragonfly's Haseeb argues AI Agents don't inherently need crypto, but once truly autonomous they'll naturally demand stablecoins and crypto rails for payments — while privacy, not AI, is crypto's real killer app. This reframes the bull case away from AI hype and toward privacy infrastructure and stablecoin settlement. 📊 Market Impact Short-term, this is narrative fuel for privacy coins (XMR, ZEC, DASH) and stablecoin/payment-rail tokens rather than a direct price catalyst. Mid-term, it supports the thesis that autonomous-agent commerce expands stablecoin transaction volume, benefiting settlement layers and privacy-focused protocols. 💡 Trading Advice Watch privacy coins for momentum if the narrative gains traction, and treat stablecoin-rail infrastructure as a longer-term thematic play. Keep position sizes modest and manage risk — this is a sentiment-driven story, not a confirmed catalyst. (No specific coin prices were cited in the news, so no price analysis is included.)