Circle: Bernstein Sees 59% Upside Without Clarity Act
The call decouples Circle from legislative risk: $1.7B added to USDC in a week, 80% DEX share, and an agentic-payments tailwind mean the rally isn't a bet on the Clarity Act.
Every Zipp story tagged #AgenticPayments, newest first.
The call decouples Circle from legislative risk: $1.7B added to USDC in a week, 80% DEX share, and an agentic-payments tailwind mean the rally isn't a bet on the Clarity Act.
The volume is still small ($24M in a month, roughly what Visa processes in a minute). But for sub-dollar API-to-API flows, the structural fit is stablecoins, and USDC is already inside that network.
The newly disclosed bugs hit the payment primitive powering AI-agent micropayments, with attackers able to drain wallets or shop for free on most live integrations.
Coinbase Business is opening agentic payment acceptance to all clients one year in, framing the rail as a core growth bet rather than an experiment.
Crossing 1M is the proof point for an emerging agent economy thesis; the 10M target is the throughput test that will decide whether AI-to-AI payments on XRPL scale or stall.
75 million transactions at roughly $0.32 apiece over 30 days show the plumbing works, but a July study found only $187K of that flows to identifiable independent services, putting the real adoption…
Backed 1:1 by krona reserves and issued under MiCA as a regulated e-money token, SEKAU joins Euro- and Swiss franc-pegged siblings — and ships alongside an agentic-payments settlement layer for…
The rate arms race is effectively over — Circle's float income model is now the regulated default, and agentic payments running through USDC are the next growth leg.
Senior voices at Consensus Miami frame crypto as the only settlement layer autonomous agents can actually use — a structural thesis, not a feature pitch, with 120 partners already on board.