Corporates and AI agents set to drive the next stablecoin surge, Consensus 2026 execs warn!

Large corporations modernizing cross-border treasury flows and AI agents executing autonomous micropayments are emerging as the two dominant growth engines for stablecoin adoption, according to Bridge and Deus X Capital executives speaking at Consensus 2026 in Miami. Bridge strategy head Lindsey Einhaus — whose firm was acquired by Stripe for $1.1 billion — said the next two years will bring a wave of institutional stablecoin deployment, particularly for internal treasury operations and cross-border payments. "Large institutions are looking to utilize stablecoins to manage cross-border flows and really collapse a lot of their account management into stablecoins," she said.

Einhaus argued that stablecoin-native blockchains like Tempo, backed by Stripe and Paradigm, will finally make micropayments economically viable by stripping out costly intermediaries — a use case that historically…