According to @LexSokolin, big tech is out-executing crypto VC in agentic stablecoin payments, signaling that production-grade payment rails are scaling on large platforms and networks rather than crypto-native startups. Source: Lex Sokolin on X, Sep 30, 2025, https://twitter.com/LexSokolin/status/1972953526184632475. PayPal put PYUSD live on Ethereum, moving a big tech-backed stablecoin into consumer flows that traders can track via issuer updates and on-chain data. Source: PayPal, Announcing PayPal USD, Aug 7, 2023, https://www.paypal.com/stories/us/announcing-paypal-usd. Stripe restarted crypto support in 2024 with USDC transactions on Solana, Ethereum and Polygon, expanding mainstream rails relevant to AI-agent and bot-driven payments. Source: Stripe, Apr 2024, https://stripe.com/blog/crypto. Visa expanded USDC settlement pilots to Solana and Ethereum, bringing card-network scale settlement to stablecoins and linking payment volumes to these chains. Source: Visa, Sep 5, 2023, https://usa.visa.com/visa-everywhere/blog/bdp/2023/09/05/expanding-our-stablecoin-1693923077014.html. Tether launched USDT on TON, tying stablecoins to a major messaging platform ecosystem where autonomous bots transact, making TON on-chain activity a relevant trading metric. Source: Tether, Apr 19, 2024, https://tether.to/en/tether-usdt-and-xaut-launch-on-the-open-network-ton/. Trading focus from these sources: track deployment updates and on-chain activity for ETH, SOL and TON as they underpin cited integrations of USDC, USDT and PYUSD. Sources: PayPal Aug 7, 2023; Stripe Apr 2024; Visa Sep 5, 2023; Tether Apr 19, 2024.