Enterprise payments are moving fully on-chain, while BTC is caught in a strange loop
USDC and EURC are now officially integrated into SAP workflows, reportedly covering 84% of global commercial transactions. When your company pays its suppliers next month, it might be using on-chain dollars. Circle isn’t just making noise with this move—it’s plugged into the backbone of global ERP systems.
Visa’s latest Asia-Pacific survey goes even further: by 2031, nearly half of APAC consumers will be willing to settle payments in stablecoins. USDT has been leading the way in Southeast Asia for a while, but this time Visa itself has given stablecoins its stamp of approval. The traditional payments giant has officially added them to its five-year roadmap.
Now look at BTC. The data defies common sense: overall volatility has fallen to historic lows, yet extreme plunge events are happening more often than they did in 2018. Put simply: it plays dead most of the time, but when it moves, it’s a knife at your throat. The original CoinDesk article puts “plunged” and “more frequent” side by side—and those two words together are pretty surreal.
My view is clear: in the second half of 2026, institutional money is pulling back from volatility trading in BTC and shifting toward “predictable liquidity” like USDC and USDT. SAP and Visa aren’t here to chase the hype—they’re here to build the plumbing.
Keep an eye on USDC’s 24-hour trading volume tonight. If it continues to rise, that suggests genuine demand from businesses is picking up, rather than a news-driven spike. Tomorrow, we’ll see whether the number of active USDT addresses in APAC is keeping pace.
🐶 Let’s check out Old Ma’s little dog ✨🚀
USDC and EURC are now officially integrated into SAP workflows, reportedly covering 84% of global commercial transactions. When your company pays its suppliers next month, it might be using on-chain dollars. Circle isn’t just making noise with this move—it’s plugged into the backbone of global ERP systems.
Visa’s latest Asia-Pacific survey goes even further: by 2031, nearly half of APAC consumers will be willing to settle payments in stablecoins. USDT has been leading the way in Southeast Asia for a while, but this time Visa itself has given stablecoins its stamp of approval. The traditional payments giant has officially added them to its five-year roadmap.
Now look at BTC. The data defies common sense: overall volatility has fallen to historic lows, yet extreme plunge events are happening more often than they did in 2018. Put simply: it plays dead most of the time, but when it moves, it’s a knife at your throat. The original CoinDesk article puts “plunged” and “more frequent” side by side—and those two words together are pretty surreal.
My view is clear: in the second half of 2026, institutional money is pulling back from volatility trading in BTC and shifting toward “predictable liquidity” like USDC and USDT. SAP and Visa aren’t here to chase the hype—they’re here to build the plumbing.
Keep an eye on USDC’s 24-hour trading volume tonight. If it continues to rise, that suggests genuine demand from businesses is picking up, rather than a news-driven spike. Tomorrow, we’ll see whether the number of active USDT addresses in APAC is keeping pace.
🐶 Let’s check out Old Ma’s little dog ✨🚀