The stablecoin.hot blog
News, analysis and deep dives on stablecoins, chains, and AI payment protocols.
Coinbase Q2 Earnings Reveal Agent Payment Volume Is Concentrating on Base
While investors fixated on Coinbase's revenue miss, the earnings disclosures show that more than 90% of agentic stablecoin payment volume is settling on Base, revealing where machine-to-machine commerce is actually clearing.
KSNet's Solana Pay Deal Quietly Bundles x402 Into 330,000 Korean Merchant Terminals
A major Korean payment processor's MOU with the Solana Foundation is less about QR-code crypto payments and more about piloting x402-based AI agent settlement across one of Asia's largest merchant networks.
MoonPay PayBox Gives AI Agents Their Own Wallets — and Custody Questions
MoonPay's PayBox launches infrastructure that lets AI agents hold stablecoin balances and execute payments autonomously, but the architecture raises unresolved questions about custody boundaries and transaction limits.
Visa Puts Stablecoins and Agentic Commerce on Its Investment Roadmap as Q3 Revenue Climbs 14%
Visa's latest earnings call framed stablecoin infrastructure and agentic commerce as investment priorities alongside a 14% revenue increase, signaling the card network is moving from observation to capital allocation.
csprUSD Integrates x402 to Become Casper's AI Agent Settlement Layer
Casper's csprUSD stablecoin has been rebuilt for Casper 2.0 with native x402 micropayment support, positioning the chain as a settlement layer for autonomous machine-to-machine commerce.
Circle Buys IBM's Blockchain Patents, Becomes Largest US Patent Holder
Circle's acquisition of IBM's blockchain patent portfolio makes it the largest blockchain patent holder in the United States, a defensive and offensive IP position as stablecoin competition intensifies.
Tiger Research Maps the Wallet Stack Powering AI Agent Payments
A new Tiger Research report breaks down the wallet architecture underpinning autonomous AI agent payments, identifying it as the bottleneck determining whether machine-to-machine commerce scales beyond subsidized demos.
Visa's 2,600 Job Cuts Pin the Layoffs on AI — But Stablecoins Are Doing the Heavy Lifting
Visa is framing its largest-ever workforce reduction as an AI automation story, but the underlying pressure comes from stablecoin payment rails eroding the margins of traditional card network intermediation.
Coinbase's 100M x402 Transactions Put Agentic Payment Claims to the Test
Brian Armstrong says Base has processed 100 million AI-driven payments via x402 and USDC, but the headline number obscures how little is known about transaction composition, value, and durability.
Lianlian and UnionPay Bet on Human-in-the-Loop AI Agents for Cross-Border Procurement
Lianlian DigiTech and UnionPay are starting their AI-agent payment push with a human-in-the-loop model for global procurement, a deliberately conservative entry into autonomous cross-border settlement.
Quack AI's Q402 Brings Gasless Stablecoin Payments Into Cursor
Q402 is a one-click plugin for the Cursor IDE that lets an AI coding agent trigger a gasless stablecoin payment through a single signed request, removing the need for developers to manually wire wallet infrastructure into agent workflows.
Coinbase x402 Launches AI Agent App Store With Google Flights and X Integration
Coinbase's x402 marketplace lets autonomous agents purchase real-world services like flight bookings and social media access using USDC, turning the HTTP payment standard into a discoverable commercial layer for machine commerce.