I think the sheer scale required to make them worthwhile is going to shock a lot of people.
It far exceeds the capacity of ~all chains.
E.g. for Base
→ Stable transfer costs ~$0.0002
→ If you completely filled Base blocks the gas limit with these tx (the point where it would trigger eip1559 gas hikes) it can support ~1.5k TPS
→ Doing this for an entire year, sustained, generates ~$9.5M
A full year of maximum capacity lol.
It would only take ~$315M of stablecoin TVL to match that number. Hyperliquid converting their USDC balance to yield bearing is generating 10x that already.
Agentic or human payments are a blip of a blip when it comes to make capture. They're basically meaningless.
You want agents paying priority fees. You do not want agents transferring stablecoins.