The Block·Timmy Shen·2h ago

Circle faces up to 20% revenue risk from AI agents, Mizuho says

Mizuho cited 10-20% medium-term reserve revenue downside risk as AI agents steer USDC holders toward higher-yielding fiat alternatives.

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💬 Discussion: Circle faces up to 20% revenue risk from AI agents, Mizuho says Mizuho cited 10-20% medium-term reserve revenue downside risk as AI agents steer USDC holders toward higher-yielding fiat alternatives.

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