Agents Already Spent $76 Million: Circle's AI Agent stack, x402, stablecoins and the Agentic Economy
Shoal Signal with
@corey__cooper, Senior Manager, DevRel at
@circle, hosted by
@zaddycoin
We cover how Circle is building the agent money stack with
$USDC,
@ARC, x402, why EIP-3009 makes payments gasless, who is actually transacting today, whether SaaS is dead, and why agents buying their own services points to a trillion dollar TAM.
0:00 What Circle is building for agents
3:01 Why x402 matters for builders
6:54 USDC, gasless transfers, and facilitators
10:57 The Circle agent stack and nano payments
14:17 Who is using x402 and for what
16:46 Pay-per-use flattens the internet
19:50 A new persona, and $76 million transacted
23:03 What is missing for agent to agent
28:05 Every app has APIs, the TAM is trillions
29:26 Is SaaS dead
31:57 Discovery as the real value layer
36:28 How Circle curated its marketplace
41:23 Why it has to run on stablecoins
46:00 Cash App to agent in one second
49:38 Where the alpha is, trading on Robinhood
52:08 Try it yourself