BlackRock: Stablecoin Supply Tops $300B as AI Payments Emerge as New Demand
- —Stablecoin market cap exceeded $300 billion in September 2026
- —Adjusted stablecoin transaction volume topped $11 trillion in 2025
- —Stablecoin volume CAGR of 80% in 2020–2025 vs 8.5% for ACH
- —BlackRock cited Coinbase's x402 as a model for programmable AI payments
Why it matters: BlackRock is framing institutional demand for stablecoins and tokenized compute, potentially accelerating crypto adoption in the AI economy.
Source: TokenPost