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Stablecoins Are Entering the Second Inning
Why enterprises are finally adopting stablecoin payments and going onchain

Stablecoins have become one of our most successful products in crypto, or as Tom Lee framed it, “the ChatGPT moment for crypto.”
This year, the total stablecoin market cap reached a new all time high of $300B.
But according to Agora CoFounder and CEO Nick van Eck, the story is far from over.
While the first inning was defined by trading, remittances, and crypto-native adoption, the next phase is shaping up around something much bigger: payments and enterprises.
On a new episode of The Edge Podcast, we discuss why stablecoins are just entering their second inning, how enterprises are beginning to adopt them at scale, and what it actually takes to build payment infrastructure that operates at the speed of the internet. From revenue models and client demand to the realities of launching stablecoins responsibly, we cover where stablecoins are headed in 2026 and why the next wave of adoption may look very different from the first.
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