Bernstein note today: Circle and Coinbase are "best proxies" for stablecoin exposure via USDC partnership as agent payments emerge. Machine payments remain early: Coinbase’s x402 processed <$25M in 30 days, while Stripe’s protocol logged $5K in week one. Full report ⤵️
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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