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Why Stablecoins Won’t Kill Cards Ft. a16z Partner Noah Levine

July 30, 2026 · 45 min

Show notes

On Ep. 10 of Agentic Commerce, Cuy Sheffield, Head of Crypto @ Visa, and Bam Azizi, CEO & Founder @ Mesh are joined by Noah Levine, Partner @ a16z Crypto to discuss a new class of merchants and buyers emerging, stablecoins won't kill cards but fill gaps, Jevons paradox and more!


Timestamps:

  • 00:00 Introduction
  • 2:20 Agentic commerce is still very early in development
  • 4:14 New class of merchants and buyers emerging
  • 6:17 Stablecoin and blockchain for AI payment needs
  • 7:37 Stablecoins won't kill cards but fill gaps
  • 11:50 Card networks offer trust and brand value
  • 13:23 Value accrues above payment protocols not in them
  • 16:45 Wallet aggregation and headless merchants are key
  • 21:51 Compute orchestration and real time payment opportunities
  • 29:20 Jevons paradox and streaming payments in finance

Tokenized is sponsored by Visa
A world leader in digital payments, Visa is bridging the gap between traditional financial institutions and innovative blockchain networks, helping players in the payments ecosystem navigate the ever-evolving world of tokenized fiat currencies with confidence and ease. Learn more at visa.com/crypto.


Tokenized is also presented by Mesh
As the first global crypto payments network, Mesh makes it possible for anyone — or any agent — to pay or get paid instantly, from any wallet, on any chain, anywhere in the world. Learn more at meshpay.com

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We’d also like to remind you that the views or opinions of our contributors today are their own and do not necessarily reflect those of the companies they are representing. Nothing we say should be taken as tax, financial, investment or legal advice, do your own research!

Music by Henry McLean

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