Visa data shows stablecoin payments hit a record $1.79T in June, with USDC taking 67% share
Visa-linked analytics point to a sharp rise in adjusted stablecoin transaction volume and a shift in usage away from USDT toward Circle’s USDC.
Visa company headlines, earnings, strategy, leadership, and market-moving business updates.
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Visa-linked analytics point to a sharp rise in adjusted stablecoin transaction volume and a shift in usage away from USDT toward Circle’s USDC.
THE APEX TIMES
After a long run as a market leader, the payment-network giant is facing a year where investors are paying less for each dollar of earnings, at least relative to recent history.
The investment firm began coverage of Visa on June 30 with an Overweight rating and a $394 price target, pointing to what it views as durable payments and consumer finance dynamics, even as it flags a broad valuation reset.
A new Yahoo Finance item flags Visa as a “trending stock” among Zacks.com users, a announcement that market watchers are actively looking for developments that could move the shares.
In its second-quarter 2026 investor letter, Vltava Fund used Visa as a case study for why certain judgment-based capabilities may remain valuable even as artificial intelligence advances.
The travel subscription company says it is among the first to use Visa’s Trusted Agent Protocol and Agentic Directory, aiming to let AI systems initiate bookings and payments more securely.
A new market valuation check suggests Visa’s shares are no longer trading at a wide margin below estimated intrinsic value, even after the stock’s strong five-year run. The shift comes as investors weigh how far Visa’s network and fraud controls can extend into AI-driven and stablecoin-linked commerce.
The payment network’s rally outpaced broader market and industry moves over the past month, lifting attention on Visa’s payments trajectory and its expanding push into emerging technologies.
The companies demonstrated an end-to-end payment flow in Germany designed to let AI “agents” help initiate transactions while still routing customers through strong authentication.