Netomi founder and CEO Puneet Mehta said he expects the customer experience industry to become a $5 trillion market by 2030, and that growth will create demand for stablecoins and blockchain-based payment infrastructure rather than pulling capital out of cryptocurrencies.
Mehta said companies currently spend about $500 billion annually on customer experience-related knowledge work. He predicts the market opportunity will grow tenfold by 2030 as AI expands beyond customer support to sales, conversion, upsells, and cross-sells.
“Today’s customer experience is structured in silos,” Mehta said. “That layer of technology and talent is not going to be able to fully interact autonomously with every system and every process within the company. Once that starts to happen, it opens up a much larger category.”
Mehta, who recently raised $110 million in a Series C round backed by Accenture Ventures and Adobe Ventures, argues that the rise of artificial intelligence and cryptocurrencies should be seen as complementary trends rather than competing fields.
“The idea that AI is simply sucking capital out of cryptocurrencies is a fundamental misunderstanding of where the technology is going,” said Mehta, who previously worked as an engineer and data scientist at IBM and later held similar positions at JPMorgan, Citi and Merrill Lynch. “We’re not in a zero-sum battle for venture funding.”
Mehta’s view that AI agents will require faster financial infrastructure is in line with the growing discussion among crypto industry executives that autonomous software could be a key driver of stablecoin adoption.
Fiat-pegged cryptocurrencies are entering a new phase of adoption, with large corporations using cryptocurrencies for cross-border financial flows and AI agents beginning to use blockchain rails for autonomous payments, Bridge and Deus X Capital executives recently said at Consensus 2026. In April, Chainalysis said stablecoins are on track to become the foundational layer of global finance, with adjusted trading volume expected to reach $719 trillion by 2035.
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Mehta said the next phase of enterprise software will rely on autonomous AI agents that can handle increasingly complex business functions, including financial transactions.
“AI agents are moving money and assets faster than traditional companies can match,” he said. “Autonomous agents cannot rely on traditional banking systems that take days to settle transactions with manual paperwork.”
Mehta argues that a fully automated software system requires two key components: an AI system that can make decisions and a blockchain payment infrastructure that can move funds instantly.
“To achieve true end-to-end automation, these software systems require an always-on Capital Rail operating 24/7,” he said.
This requirement is likely to increase demand for stablecoins and blockchain-based payment networks that operate 24/7. Stablecoin issuers and crypto payment companies are increasingly positioning their products as tools for real-time payments and cross-border transactions.
Still, many enterprise software companies continue to rely on traditional payment providers and banking networks, and it remains unclear how quickly blockchain-based payment systems will become a standard component of AI-driven commerce.
