Circle Internet Group ($CRCL) is moving beyond its core stablecoin business to build an ‘AI-native’ payments infrastructure, positioning USD Coin (USDC) as a settlement layer for automated commerce. The shift matters because it signals how one of the largest regulated stablecoin issuers expects ‘machine-to-machine’ (M2M) transactions—payments made autonomously by software agents and connected devices—to become a new source of onchain volume and demand for digital dollars.
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