TechFlow News: On March 23, according to The Block, Bernstein analysts noted that Circle and Coinbase—through their USDC partnership—are currently the most direct investment vehicles for stablecoin market exposure. Analysts believe AI agent payments (i.e., transactions autonomously initiated, authorized, and settled by software) represent a potential source of incremental demand for stablecoins, though current volumes remain small: Coinbase’s x402 protocol processed approximately $25 million over the past 30 days, while Stripe’s machine payment protocol handled only $5,000 in its first week. The core investment thesis for stablecoins remains rooted in the continued expansion of mainstream applications—including cross-border payments, remittances, and “stablecoin-native banks.” USDC’s supply and transaction volume have both reached all-time highs, and it leads the market in transaction volume share.
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