Q1 2026: What the Numbers Say About Stablecoin Adoption

We built Agora with a clear view of what 2026 would look like for stablecoins. Regulated infrastructure would win, institutional adoption would accelerate, and being the metal compounds your MOAT.
Here’s what Q1 2026 looked like for AUSD, and what I think it tells us about where institutional stablecoin adoption actually stands. AUSD did over $20 billion in transfer volume in Q1, up from $4 billion a year ago.