a16z Crypto interprets Arc's investment logic: stablecoins upgraded to the foundational layer of global finance

Odaily Planet Daily reports that crypto venture capital firm a16z Crypto published an article revealing the core logic behind investing in ARC, clarifying that stablecoins have completed a property leap, evolving from a trading tool in the crypto market to a core component of global financial infrastructure, driving blockchain from application-layer finance toward a system-level economic operating system.

On the data front, last year’s stablecoin trading volume reached approximately $9 trillion, comparable to leading traditional payment networks like Visa and PayPal; currently, the total supply of US dollar stablecoins has surpassed $270 billion. Cross-border payments, B2B corporate settlements, and foreign exchange trading have become mainstream use cases for stablecoins, gradually taking on the role of a global funds flow upgrade hub.

a16z pointed out that most existing public blockchain infrastructure is adapted for crypto-native users and individual developers, lacking native service capabilities for large institutions. As traditional finance migrates on a large scale onto the chain, only a few public blockchains will be able to support the underlying infrastructure of on-chain economic systems in the future. The firm states that deploying in the ARC ecosystem is a bet on its long-term growth into the next-generation institutional-grade underlying infrastructure for the blockchain.