Stablecoins as a $9T ‘economic OS’ in a16z’s Arc bet
The post Stablecoins as a $9T ‘economic OS’ in a16z’s Arc bet appeared on BitcoinEthereumNews.com. a16z’s Arc thesis recasts stablecoins as a $9T “economic OS” for global finance, powering accounts, payments, FX and credit instead of just serving as crypto payment rails. Summary Andreessen Horowitz has laid out its investment thesis for Arc, arguing that stablecoins are evolving from simple payment rails into an on-chain “economic operating system” for global finance. The firm cites adjusted stablecoin transaction volume of around $9 trillion over the past year and a total USD stablecoin supply above $270 billion, framing the sector as systemic infrastructure rather than a niche crypto product. a16z positions Arc as a platform layer in this stack, abstracting stablecoins into programmable accounts, payments, FX and credit that can be embedded into applications worldwide. Andreessen Horowitz’s crypto arm has published a new thesis on its investment in Arc, arguing that stablecoins are “