# Stablecoins Related Articles

HTX News Center provides the latest articles and in-depth analysis on "Stablecoins", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Strategy Watch: February

Glassnode launches Strategy Watch, a monthly newsletter analyzing fund performance and allocation trends in digital assets. The February 2026 edition reports a sharp negative shift in capital flows for Bitcoin, Ethereum, and stablecoins since late October 2025, signaling weakening institutional demand and a defensive market regime. ETF and Digital Asset Trust (DAT) net flows have also softened, indicating slowing institutional interest. Additionally, Ethereum's DeFi Total Value Locked (TVL) has been declining since August 2025, reflecting reduced conviction in DeFi yields. The CME basis yield for both Bitcoin and Ethereum has compressed significantly, suggesting a pullback in institutional leverage and market-neutral strategies.

insights.glassnode03/03 15:24

Strategy Watch: February

insights.glassnode03/03 15:24

When AI Agents Become Sentient, Stablecoins Become Their 'Dollar API'

As AI Agents evolve into autonomous economic entities, they require a financial system that traditional banking, designed for humans, cannot provide. Stablecoins, particularly USDC, are emerging as the ideal "Dollar API" for AI-to-AI (A2Agent) transactions. Key reasons include: - **Identity & Assets**: Blockchain standards like ERC-8004 enable AI identity registration, while crypto wallets allow AI to hold and manage assets without human intervention. - **Payment Infrastructure**: Protocols like x402 facilitate instant micro-payments, bypassing traditional banking barriers. - **Data & Adoption**: Over 50,000 AI Agents are registered on-chain, with x402 processing over 163 million transactions totaling $45M+, predominantly in USDC (98.6% on EVM chains, 99.7% on Solana). - **Decentralization**: Crypto’s permissionless nature allows AI to operate independently from tech giants, enabling true economic agency. Projects like Circle’s AI-driven hackathon and platforms like Virtuals.io and Moltbook (with 2.85M+ AI Agents) highlight growing ecosystem. Analysts project AI Agent economies could reach $30T by 2030, with AI making 15% of daily financial decisions. Crypto’s infrastructure—especially stablecoins—is poised to become the foundational layer for machine-driven economies.

比推03/03 13:43

When AI Agents Become Sentient, Stablecoins Become Their 'Dollar API'

比推03/03 13:43

CLARITY Act misses March 1 deadline: What’s causing the holdup?

The CLARITY Act, aimed at regulating stablecoins, missed its March 1 deadline for a key agreement between banks and crypto companies. While the deadline was more a political tactic than a strict cutoff, negotiations continue with major disagreements remaining—particularly around whether crypto firms can offer rewards, APY, or staking benefits on stablecoin balances through backdoor methods like membership programs. Despite the delay, there is cautious optimism, with JPMorgan analysts predicting the bill could still pass by mid-2026 and end the current "regulation by enforcement" approach. The Senate Banking Committee is expected to review the bill again in late March. Market sentiment has been volatile, with Polymarket odds fluctuating sharply—from 72% to 42% in February, then rebounding to 73% in early March—reflecting high uncertainty. The outcome will significantly influence how the U.S. regulates crypto innovation and financial stability.

ambcrypto03/03 11:03

CLARITY Act misses March 1 deadline: What’s causing the holdup?

ambcrypto03/03 11:03

How USDC, PYUSD are challenging USDT’s stablecoin dominance

The stablecoin market has expanded significantly, with total supply growing from $140 billion to around $266 billion. While Tether (USDT) remains the largest issuer with $193 billion in supply, its dominance is gradually weakening, especially within EVM ecosystems, where it holds only 47% of the supply compared to its global 59% share. Over a 30-day period, USDT's supply decreased by 1.02%, while USD Coin (USDC) grew 7.42% and PayPal USD (PYUSD) expanded 16.66%. This shift reflects a market increasingly favoring compliant, regulated issuers with transparent reserves. Stablecoins are increasingly used for real-world payments, with annual payment volume reaching nearly $390 billion, including significant remittance flows. Activity on networks like Polygon and growing DeFi usage further highlight this trend toward utility. Regulatory clarity is accelerating institutional adoption, benefiting transparent issuers like USDC and PYUSD, indicating that future competition will be shaped by compliance and infrastructure as much as liquidity.

ambcrypto03/02 23:03

How USDC, PYUSD are challenging USDT’s stablecoin dominance

ambcrypto03/02 23:03

a16z: What Entrepreneurial Opportunities Lie in the Blue Ocean of Agent Payment Transactions?

a16z explores the emergence of AI Agents as autonomous economic actors and the resulting shift in payment infrastructure. Unlike human "tourists" who engage in one-off retail transactions, Agents behave more like "locals"—relying on pre-negotiated B2B terms, supplier relationships, and credit systems. This shift challenges traditional card-based payment rails, which are ill-suited for high-frequency, micro-value, or programmatic transactions. Key insights include: - Agents will operate like scaled platforms, leveraging long-term partnerships rather than per-transaction negotiations. - Existing payment systems (e.g., credit cards) face technical and economic constraints (e.g., minimum fees, lack of programmability) for Agent-driven commerce. - Stablecoins emerge as a superior alternative due to their global reach, low cost, and programmability—enabling features like streaming payments, microtransactions, and automated arbitration. The article argues that stablecoins can serve as the foundational layer for future Agent payment ecosystems, facilitating seamless integration, reduced friction, and new financial primitives like dynamic billing and cross-system interoperability.

marsbit03/02 09:06

a16z: What Entrepreneurial Opportunities Lie in the Blue Ocean of Agent Payment Transactions?

marsbit03/02 09:06

Crypto Funding Hits $883 Million in February: The Era of VC Scattershot Investing Ends, Revenue is Now Required to Secure Funding

Crypto startups raised $883 million in venture funding in February, a 13% decrease from the same period last year, according to DefiLlama data. Despite the downturn, investors are still deploying capital but have become more selective. As Andrei Grachev of DWF Labs noted, the era of raising funds with just a narrative and a pitch deck is over. Investors now prioritize revenue, user traction, and products that can endure bear market cycles. Key investment themes for 2026 include stablecoins and payment infrastructure, AI agents, and institutional tools for compliance and capital management. Major funding rounds included Flying Tulip, founded by Andre Cronje, which raised $206 million to build an integrated financial tech stack; Whop, which received a $200 million strategic investment from Tether to expand its digital goods marketplace; and Anchorage Digital, which secured $100 million from Tether to strengthen its role as a regulated bridge between traditional finance and crypto.

marsbit03/01 03:20

Crypto Funding Hits $883 Million in February: The Era of VC Scattershot Investing Ends, Revenue is Now Required to Secure Funding

marsbit03/01 03:20

Data Reveals the True Usage Map of Stablecoins: Over 170 Million Global Holders, More Than 90% Flowing to DEXs and CEXs

Dune Analytics, in collaboration with Steakhouse Financial, has released a comprehensive stablecoin dataset providing an institutional-grade analysis of the market. Key findings reveal the total supply of the top 15 stablecoins across EVM chains, Solana, and Tron reached $304 billion in January 2026, a 49% year-over-year increase. USDT ($197B) and USDC ($73B) dominate with an 89% market share. Despite the overall growth, ownership is highly concentrated for newer "challenger" stablecoins like USDS and USD0, where the top 10 wallets hold 60-99% of the supply. In contrast, major stablecoins like USDT and USDC are widely distributed. There are over 172 million unique stablecoin holders. Monthly transfer volume hit $10.3 trillion in January. A deep dive into on-chain activity shows over 90% of this volume is attributed to identifiable use cases. The primary use is market infrastructure, with $5.9 trillion flowing through DEX liquidity provision and swaps. This is followed by leverage/credit activities ($1.43T) and CEX-related flows ($5.99B). Velocity varies significantly. USDC on Base cycles 14x daily, indicating highly active DeFi use, while yield-focused stablecoins like USDe and USDS have much lower velocity as they are designed to be held for savings. The dataset also tracks over 200 stablecoins pegged to 20+ fiat currencies, signaling global expansion beyond the dollar, though the $1.2B non-USD supply remains a small fraction of the total market.

marsbit02/28 06:41

Data Reveals the True Usage Map of Stablecoins: Over 170 Million Global Holders, More Than 90% Flowing to DEXs and CEXs

marsbit02/28 06:41

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