Large corporations looking to modernize payments and AI agents making autonomous transactions are emerging as the two biggest growth drivers for stablecoins, executives of Bridge and Deus X Capital said Thursday at Consensus 2026 in Miami. Lindsey Einhaus — who leads strategy and operations at stablecoin infrastructure firm Bridge, which was acquired by Stripe for $1.1 billion — said the next two years will likely bring a wave of institutional stablecoin adoption, especially for cross-border payments and internal treasury operations. "Large institutions are looking to utilize stablecoins to manage cross-border flows and really collapse a lot of their account management into stablecoins," Einhaus said. She pointed to payment-focused blockchains like Tempo, backed by Stripe and Paradigm, as key enablers for broader adoption. Existing blockchains historically lacked features common in traditional payments systems, such as refunds, chargebacks and private transactions, she argued. The next growth area may come from AI-powered micropayments. According to Einhaus, blockchain-based stablecoin rails could finally make tiny internet payments economically viable by removing costly intermediaries and reducing transaction fees. Historically, micropayments failed because transaction costs often exceeded the value being transferred, while crypto payments introduced price volatility that discouraged spending. "With stablecoin-native blockchains, you’re going to dramatically reduce transaction costs," she said. Tim Grant, CEO of Deus X Capital, said agentic payments — autonomous AI systems transacting with each other — may become one of the strongest crypto use cases yet, partly because consumers intuitively understand the need for machines to move money online.