🧭 USDC Tries to Become Payment Plumbing Circle’s gas-free mainnet rollout feels less like a headline and more like a quiet shift in what stablecoins are supposed to do. If USDC can move cleanly across 11 chains for tiny, machine-speed payments, that’s a real step toward turning crypto infrastructure into something that behaves like a utility rather than a tradeable asset. ⚖️ My read is mixed but constructive: the bull case is obvious because AI agents and micro-usage models need rails that don’t punish small transfers. The bear case is just as real, though — these ideas often look elegant in demos and then run into adoption friction, compliance overhead, and the messy reality of developers choosing the path of least resistance. I lean bullish on the plumbing thesis, but skeptical on the pace; the narrative is bigger than the rollout, yet the rollout still matters. 👁️‍🗨️ The sharp takeaway is that Circle is trying to move USDC from “money on-chain” to “money that actually does work.” Personal analysis only. Not financial advice. DYOR. #USDC #Stablecoins #AI