a16z Crypto Interprets ARC Investment Thesis: Stablecoins Upgraded into Global Financial Infrastructure Foundation

Odaily reported that crypto venture capital firm a16z Crypto has disclosed the core logic behind its $75 million investment to purchase ARC tokens, clarifying that stablecoins have completed a property transition—evolving from crypto market trading tools into the core of global financial infrastructure, pushing blockchain from application-layer finance toward a system-level economic operating system.

On the data front, the total annual transaction volume of stablecoins reached approximately $9 trillion last year, rivaling the transaction volumes of leading traditional payment networks such as Visa and PayPal. Currently, the total supply of USD-pegged stablecoins has surpassed $270 billion. Cross-border payments, B2B corporate settlements, and foreign exchange transactions have become the mainstream adoption scenarios for stablecoins, gradually positioning them as the hub for upgrading global capital flows.

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