a16z Crypto Explains the Investment Logic Behind ARC: Stablecoins Upgraded to the Global Financial Base Layer

Odaily reports that crypto venture capital firm a16z Crypto has published its core logic for investing in ARC, stating that stablecoins have completed a property leap, evolving from a crypto market trading tool into the core of global financial infrastructure, pushing blockchain from application-layer finance towards a system-level economic operating system.

On the data front, last year, the total annual transaction volume of stablecoins reached approximately $9 trillion, with transaction volumes comparable to major traditional payment networks like Visa and PayPal. Currently, the total supply of USD stablecoins has exceeded $270 billion. Cross-border payments, B2B corporate settlements, and foreign exchange trading have become the mainstream use cases for stablecoins, gradually positioning them as the upgraded hub for global capital flows.

a16z points out that most existing public chain infrastructure is designed for crypto-native users and individual developers, lacking native service capabilities for large institutions. As traditional finance migrates to the chain on a large scale, only a few public chains in the future will be able to serve as the base layer for on-chain economic systems. The firm states that its investment in the ARC ecosystem is a bet on its long-term growth into the next-generation institutional-grade on-chain underlying infrastructure.