DeFi· ★★★· bullish·

USDC Leads AI Agent Payments as Supply Stays Above MiCA's €5B Threshold for 12 Months

  • —USDC is the top stablecoin for AI agent settlements via the x402 protocol on Base and other chains
  • —USDC supply has stayed at $70–80 billion for 12 months, far above MiCA's €5 billion threshold
  • —USDT's market share fell from 70% to 60% over 24 months while USDC rose from 20% to 24%
  • —Agents also use EURC and WARS, settling across Solana, Polygon and Canton
Why it matters: Growing AI agent payments in stablecoins create new demand for USDC and strengthen Circle's position against USDT.
Source: ZyCrypto