Linas's Newsletter

Linas's Newsletter

Cloudflare enters stablecoin arena with NET Dollar to power AI-driven commerce 🤖🪙; New AI system predicts financial market stress 3 months in advance 😳📈; Ebury eyes spring 2026 for London IPO 👀🔔

FinTech is Eating the World, 26 September

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Linas Beliūnas
Sep 26, 2025
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Hey Everyone,

Good morning & happy Friday! Today’s issue is perfect to finish another amazing week in FinTech. Today, we’re looking into Cloudflare, which just entered the stablecoin arena with NET Dollar to power AI-driven commerce (what’s the USP here, why it could be huge & what’s next for NET 0.00%↑ + bonus dives into other agentic payments protocols, the ultimate list of stables resources & the agentic AI survival guide), new AI system from BIS that predicts financial market stress 3 months in advance (why it matters & what this means for the future of finance + top AI agents startups of 2025 inside), and Ebury, which is now eying spring 2026 for London IPO (key details, why it matters, and what’s next). Let’s just jump straight into the fascinating stuff 🌶️

Cloudflare enters stablecoin arena with NET Dollar to power AI-driven commerce 🤖🪙

The BIG News 🗞️ Cloudflare NET 0.00%↑, the $76 billion cloud infrastructure giant that powers significant portions of internet traffic, just announced its entry into the digital assets market with NET Dollar, a fully collateralized U.S. dollar-backed stablecoin designed specifically for the emerging AI agent economy.

At the core, this move represents a significant convergence of web infrastructure, artificial intelligence, and digital finance.

Let’s take a look at this, understand why it could be huge, and what’s next.

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