中文翻译
我对市场没有定价卡支付网络和交换费（如$V和$MA）的长期颠覆感到惊讶。 由$CRCL和$COIN推动。 来自Circle的全球市场负责人： "在过去九个月里，AI代理完成了1.4亿笔支付，总交易量达4300万美元。 其中98.6%以USDC结算，平均交易金额仅为0.31美元。" 像$PYPL这样的卡网络和百分比收费的支付处理器可能要被"烤熟"了？
· 供应链分析
AI代理支付以USDC为主且单笔金额极低，市场低估其对传统卡支付网络的冲击。
英文原文
I’m surprised markets aren’t pricing in long term disruption of card networks + interchange like $V and $MA. By $CRCL and $COIN. From Global Markets Head at Circle: "Over the past nine months, AI agents completed 140 million payments with a total transaction volume of 43 million US dollars. Among these, 98.6% were settled in USDC, with an average transaction amount of only 0.31 US dollars." Card networks and % fee payment processors like $PYPL are likely going to be cooked?