Money20/20 Asia called it: the infrastructure era is done. The BIS called out the structural fragility of the dollar-denominated rails it runs on. These are the same story, and OCBC’s dual move this week is the most honest answer either side has offered.
Agentic commerce arrived in Southeast Asia this week, and the more interesting story is what the region’s payment platforms reveal about whether they’re ready to be where the agents shop.
The week stablecoins became boring, Vietnam asserted control over $200 billion in offshore crypto flows, and two events on the same day captured everything awkward about banking’s AI transition.
