Cloudflare's "AI Microtransaction Future": NET Dollar stablecoin, E-mail Combo Punch

Cloudflare launches NET Dollar stablecoin and a new email service, embodying the value of cloud service providers in the AI era. (Background: Cloudflare takes action! The default 'block AI crawlers' stirs a new battle over paid content scraping) (Additional background: Cloudflare: We support the Ethereum merge, and the Ether gateway currently supports Gorli and Sepolia Testnet) On the 26th of US time, Cloudflare (NYSE: NET) simultaneously launched two new services: the stablecoin NET Dollar and a cloud email sending solution. This significant announcement is interpreted by the outside world as a declaration that the company has upgraded from 'internet guardian' to 'internet financial and communication architect,' aiming to fill the last pieces of the payment and communication infrastructure puzzle ahead of the large-scale launch of generative AI. NET Dollar: paving the way for microtransactions NET Dollar is backed by a 1:1 US dollar reserve, positioning itself as a universal value unit for AI-driven networks. CEO Matthew Prince stated: The next-generation internet business model will be driven by tools such as 'pay-per-use,' 'revenue sharing,' and 'microtransactions.' From personal assistant programs automatically booking restaurants to enterprise intelligence paying instantly based on delivery notifications, there is a need for payment tools that have low fees, instant settlements, and can operate across time zones. NET Dollar is born to address these pain points. On the technical side, Cloudflare promises to comply with emerging regulatory frameworks such as the US GENIUS Act and the EU MiCA, and participates in the formulation of the (Agent Payments Protocol) and x402 protocol. The x402, in cooperation with Coinbase, expands the HTTP '402 Payment Required' status code into a standard that can carry payment instructions, and maintains neutral governance through the newly established x402 Foundation to avoid standard fragmentation. Relying on edge nodes spread across more than 330 cities, Cloudflare can complete transaction verification at the nearest network gateway to users, reducing latency and improving throughput. However, formal circulation still awaits the final approval of new US stablecoin regulations. In the face of fierce competition from existing US dollar stablecoin providers and public blockchain, Cloudflare must convince developers to migrate payment logic, relying on network effects and API convenience for added value. Email service: Directly guided communication In terms of user experience, transactional emails are often regarded as the 'last mile': password resets not being done, purchase receipts landing in spam folders can immediately lose customers. Well-known tech commentator Levelsio (Pieter Levels) bluntly commented: It's very cool, because by default, every email service we use for website communications eventually gets acquired by private equity or goes public, and then it goes bad... Cloudflare recognizes this demand and launches a one-stop solution that crosses DNS and email infrastructure. The service automatically writes in SPF, DKIM, and DMARC records, reducing the verification burden on engineering teams. Emails are routed via the company's global network, gaining an advantage in arrival times and delivery success rates; developers can complete sending through simple APIs and Cloudflare Workers. The system also includes bounce rate and delivery status monitoring to help eliminate potential black holes early. For AI applications, it is crucial to send verification codes, dynamic links, and system notifications through reliable channels. Cloudflare extends its security and edge layout to the email layer, effectively adding a solid insurance for AI-driven services. Double tests of regulation and competition NET Dollar must pass the high thresholds of stablecoin regulations, while the email service must face the price wars of traditional cloud email APIs. These two fronts test Cloudflare's resource allocation and market persuasion. If it can tie together the advantages of edge nodes, the existing developer community, and open standards, the company is expected to reap network effects in the microtransaction and notification markets. From stablecoins to email APIs, Cloudflare directly replicates its expertise in 'traffic acceleration' to 'money flow' and 'information flow.' Both services are designed to welcome a world where AI agents are launched en masse, with the former solving payment friction and the latter ensuring the delivery of critical messages. Related reports: Earnings report: Meta's revenue exceeded expectations, increasing investment in AI stocks surged by 12%, Microsoft Azure's cloud profits hit a new high, market capitalization reaching $4 trillion. Alpha mining: Quilibrium Mainnet will launch! Decentralized cloud challenges AWS, aiming at AI and privacy, will there be benefits? This article titled 'The Future of AI Microtransactions Paved by Cloudflare: NET Dollar Stablecoin, E-mail Combination Punch' was first published in BlockTempo, the most influential blockchain news media.