Allium(@AlliumLabs):Our new State of Stablecoins and Payments report is out. We were going to wait until the end of Q3, but with the CLARITY Act Senate vote here, we're sharing an initial version. So far in 2026: Supply: $303 billion, up 6% in a year Treasury demand: about 58 cents of new demand per dollar of supply (Citizens x Allium estimate) Payments: at least $401 billion, up 42%. Businesses receive 58% to 64% Cross-border: 0.31% of fiat payment value, growing 64% against 9% for fiat (FXC Intelligence x Allium estimate) Agentic payments: 29 million a month on x402, at 6 cents each Cards: $108 million a month on one issuer, 8x in a year

2026.09.15 14:10

Our new State of Stablecoins and Payments report is out. We were going to wait until the end of Q3, but with the CLARITY Act Senate vote here, we're sharing an initial version. So far in 2026: Supply: $303 billion, up 6% in a year Treasury demand: about 58 cents of new demand per dollar of supply (Citizens x Allium estimate) Payments: at least $401 billion, up 42%. Businesses receive 58% to 64% Cross-border: 0.31% of fiat payment value, growing 64% against 9% for fiat (FXC Intelligence x Allium estimate) Agentic payments: 29 million a month on x402, at 6 cents each Cards: $108 million a month on one issuer, 8x in a year