🚹 Payment Giants Feel the Heat from AI + Stablecoins

Traditional payment stocks took a hit after reports suggested autonomous AI agents may prefer low-fee stablecoin rails over legacy card networks charging 2–3.5%.

On Tuesday:

‱ Mastercard dropped up to 5.7%

‱ American Express fell 7.2%

Why?

AI-driven systems optimizing for cost and speed could increasingly settle payments via blockchains like Solana — bypassing traditional intermediaries altogether.

With stablecoin volume hitting $33T last year and supply projected to reach $1.9T by 2030, the shift could reshape a $100T B2B payments market.

Add in:

‱ Spot SUI ETF launch on Nasdaq

‱ Meta exploring stablecoins across its apps


and the pressure on legacy rails becomes hard to ignore.

The future of payments may not run on cards — but on code.

#CryptoNews #Stablecoins