Andreessen Horowitz’s crypto division, A16z crypto, highlighted a sharp rise in stablecoin activity in an April 25 editorial, reporting that transaction volumes surged to unprecedented levels this year. The firm stated:

Transaction volumes reached $1.82 trillion in March of this year, a record high.

The figure underscores what A16z views as stablecoins’ increasing role in everyday financial activity — especially in areas like international payments and global payroll — even as broader cryptocurrency markets remain volatile. The editorial emphasized that this volume is largely driven by organic, non-speculative usage, pointing to growing adoption from major companies like Spacex and ScaleAI that now use stablecoins in operational finance.

Describing stablecoins as transformative, A16z likened the shift to a communications revolution: “Stablecoins could be a ‘Whatsapp moment’ for money, making international transactions nearly free and instant.”

This analogy draws a parallel between the current evolution in payments and the shift from expensive SMS to free internet-based messaging. Traditional remittance routes, often charging up to 10% in fees, may be bypassed entirely through stablecoins, which can facilitate cross-border transactions for less than a cent. That efficiency, the firm argues, is now supported by blockchain scaling improvements that make high-volume, low-cost transactions feasible on-chain.

Looking ahead, A16z positioned stablecoins as central to a sweeping transformation in monetary infrastructure. The editorial made the historical comparison clear:

We expect stablecoins to speedrun banking history. Just as with stablecoins, American money started with simple banknotes before regulatory changes enabled banks to expand the money supply through increasingly sophisticated lending.

With over 90% of the stablecoin supply now tied to fiat-backed tokens, and with decentralized alternatives gaining traction, A16z anticipates continued growth in volume as businesses and developers integrate stablecoins into global payment rails. Although skeptics cite compliance and risk concerns, the magnitude of real-world usage signals stablecoins may already be crossing into mainstream infrastructure.

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