Executives from Bridge and Deus X Capital highlighted AI agents and large corporations as key drivers for stablecoin growth at Consensus 2026 in Miami. Lindsey Einhaus of Bridge, acquired by Stripe for $1.1 billion, predicted a surge in institutional stablecoin adoption for cross-border payments and treasury operations. She emphasized the role of payment-focused blockchains like Tempo in facilitating this shift by offering features such as refunds and private transactions. Tim Grant, CEO of Deus X Capital, noted the potential of AI-powered micropayments and agentic payments, where autonomous AI systems transact independently. He acknowledged the challenges of fragmented infrastructure and evolving regulations but noted a positive shift in institutional sentiment towards stablecoins. "Now they’re pulling," Grant remarked, indicating increased institutional interest.