Crypto's bleeding talent to AI since ChatGPT dropped. Not just an adoption issue—it's retention.
Good news: fresh builders are rotating in from other sectors. Bad news: do they have a reason to stick around?
I say yes. Here's why:
Stablecoin supply exploded from $169B (Aug 2024) → $303B (Aug 2026). That's 80% growth in 2 years.
Visa's 160+ stablecoin card programs saw payment volume up 200% YoY in FY 2026.
This isn't degen gambling anymore. It's infrastructure.
If you're a builder entering crypto now, skip the next dog coin. Focus on stablecoins and payment rails. That's where the real alpha and staying power is.
Good news: fresh builders are rotating in from other sectors. Bad news: do they have a reason to stick around?
I say yes. Here's why:
Stablecoin supply exploded from $169B (Aug 2024) → $303B (Aug 2026). That's 80% growth in 2 years.
Visa's 160+ stablecoin card programs saw payment volume up 200% YoY in FY 2026.
This isn't degen gambling anymore. It's infrastructure.
If you're a builder entering crypto now, skip the next dog coin. Focus on stablecoins and payment rails. That's where the real alpha and staying power is.
