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Stablecoin Payments

Stablecoin payment infrastructure in mainstream fintech.

157 mentions 37 companies New this quarter

AI-generated · informational only · not investment advice · verify before relying.

01 · The lede

Intelligence brief

SeventhBiz Intelligence

Refreshed 3h ago

Stablecoin payments have transitioned from pilot status to production infrastructure across payments, banking, and trading platforms, with 157 mentions across 37 tracked companies representing a complete tier-one shift in how regulated financial institutions operationalize digital asset settlement. Coinbase has captured dominant infrastructure position with $22 billion average USDC held in products (up to 49% of net revenue in Q3) and 160% quarterly CDP growth, while Mastercard's $1.4 billion BVNK acquisition and Visa's $25 billion annualized stablecoin settlement run rate (10x YoY) establish stablecoin as a primary payment rail for tier-one networks.…

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03 · Companies

Companies engaging with this topic

Tracked companies with an on-record signal on Stablecoin Payments this cycle.

COIN COIN Coinbase Last filed: earnings_call · Oct 29, 2026 “Agentic trading volume growing 20% WoW via Coinbase for Agents MCP” MA MA Mastercard Last filed: earnings_call · Oct 29, 2026 “OpenAI Partnership Marks Agentic Commerce Infrastructure Formalization” V V Visa Last filed: 10-K · Nov 5, 2026 “Visa Direct stablecoin prefunding crosses from pilot to commercial production” SOFI SOFI SoFi Technologies Last filed: 10-Q · Nov 5, 2026 “SoFiUSD GENIUS Act compliance: January 2027 PPSI deadline creates suspension risk” XYZ XYZ Block Last filed: earnings_call · Nov 3, 2026 “AI monetization crosses from internal investment to external revenue line” PYPL PYPL PayPal Last filed: 10-Q · Oct 27, 2026 “AI-Enabled and Autonomous-Agent Cyberattack Threats Now Explicitly Named” USB USB U.S. Bancorp Last filed: 8-K · Nov 6, 2026 “Capital Markets Revenue Crosses Strategic Growth Inflection” HOOD HOOD Robinhood Last filed: 10-Q · Oct 28, 2026 “Event Contracts Cross from Niche to Core Revenue at 12% of Total Net Revenues” +12 more

06 · Evidence

Recent mentions

Preview
AFRM·Fintech & PaymentsNov 5, 2026
BILL·Fintech & PaymentsNov 5, 2026

BILL does not address stablecoin payments in this filing; this topic is not material to the company this quarter.

SOFI·Fintech & PaymentsNov 5, 2026

“In December 2025, we also launched SoFiUSD, our proprietary stablecoin issued on a public, permissionless blockchain, which represented an additional step in expanding our digital asset capabilities.”

Business Overview — SoFi Crypto / Part II Item 1A Risk Factors

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The full intelligence brief, how the language shifted quarter over quarter, the bear case, and every company mention — verbatim and source-cited.

Full brief Bear case Analyst note 20 companies 27 company mentions 4 industries