Float & treasuries
Stablecoin float, all chains snapshot 2026-09-04
$311.1B
Sum of circulating pegged-USD assets. Source: DefiLlama stablecoins API.
USDC circulating snapshot 2026-09-04
$74.3B
USDC share of float: 23.9%. On measured agent rails, USDC’s share of payments is ~98.6–99% — a concentration we track as risk.
USDT circulating snapshot 2026-09-04
$184B
The counterweight. Multi-stablecoin settlement on agent rails is still nearly nonexistent — the monoculture widget in one glance.
Native USDC on Base snapshot 2026-09-04
$4.25B
Live eth_call totalSupply() on 0x8335…2544 via a public Base RPC. Base is where agent payments concentrate.
IXS Agentic Vault (BNB) snapshot 2026-09-04
$4,347
Live ERC-4626 totalAssets() of 0xc975…CB82 — the published regulated RWA vault for agent treasuries. We read the chain, not the marketing.
DeFi TVL · total / Base snapshot 2026-09-04
$88.2B / $5.61B
DefiLlama, all chains. The yield landscape idle agent cash can reach.
Sentiment & the AI-agent token tape
Crypto Fear & Greed snapshot 2026-09-04
74 Greed
alternative.me index. Mood, not measurement — shown for context only.
AI-agent tokens, top-6 cap snapshot 2026-09-04
$2.23B
CoinGecko “AI Agents” category. Token price is sentiment, not liveness. The liveness funnel below is the antidote.
| Token | Price | Market cap | 24h |
|---|---|---|---|
| VVV Venice Token | — | $844.9M | +6.18% |
| VIRTUAL Virtuals Protocol | — | $439.6M | −3.84% |
| FET Artificial Superintelligence Alliance | — | $356.0M | −0.93% |
| KITE Kite | — | $321.6M | −0.87% |
| TRAC OriginTrail | — | $145.3M | −0.92% |
| AWE AWE Network | — | $119.8M | −0.05% |
Identity & liveness — cited, timestamped
| Signal | Value | Window / as-of | Source |
|---|---|---|---|
| ERC-8004 registrations, all chains | 492,792 | 2026-09-02 | 8004scan network analytics |
| New registrations / 24h | +1,560 | 2026-09-02 | 8004scan |
| Registrations with a working service | 2.24% 8,631 of 385,998 | Jul 2026 | Token Dispatch / 8004scan |
| No standard call method published | 89.2% | Jul 2026 | Token Dispatch |
| Strict live-endpoint rate, Base | 6.8% 95% CI 5.5–8.4 · n=1,204 | through 2026-08-16 | maxguryanov/agent-registry-research |
| Valid file + live endpoint by chain | ~3% ETH · ~4% BSC · ~15% Base | 2026 | arXiv 2606.26028 |
| Validation requests in one 30d window | 7 vs 125,587 registrations | research window | QuickNode 8004 explorer |
| Chain mix, top 3 | BNB 302,042 · Base 63,487 · ETH 31,108 | 2026-09 | 8004scan |
Payments & smart-account share — cited
| Signal | Value | Window | Source |
|---|---|---|---|
| Agent payments settled | $73M · 176M txs | May 2025 – Apr 2026 | Keyrock + Coinbase + Tempo |
| Average ticket · below card floor | $0.31 · 76% | same | Keyrock |
| USDC share of agent settlement | 98.6–99% | 2025–2026 | Keyrock; x402 data |
| x402scan window | ~26M txs · $1.45M · 21.2k buyers · 19k sellers | 30d, obs. 2026-09 | x402scan |
| Possible leaderboard farming | 25–30% of some windows | 2026 | Coinbase estimate |
| AI agents’ share of Gnosis Safe txs | 37% >75% peak days | 2026 | Safe ecosystem |
| AgentFi TVL (labeled) | Base $12M · Arb $7M · ETH $417k | Q2 2026 | Cambrian |
Forecasts — quarantined on purpose
Gartner projects $15T of agent-intermediated purchases by 2028; McKinsey sees $3–5T of retail agentic commerce by 2030. These are forecasts — narrative ceilings, not measurements. They never appear in a live tile on this site, and if you see them quoted as current AUM anywhere else, close the tab.
Coming metrics
- Agent Treasury Utilization — the flagship: % of agent-held USDC in cash vs DeFi vs RWA vs inventory.
- The agent multiplier — agents-per-human-operator; transfers-per-agent-per-day vs human-wallet baseline.
- 7702-delegated share vs god-key share of funded, labeled agent wallets. Why it matters →
- Liveness funnel by chain, weekly — with a coverage verifier so RPC truncation cannot fake completeness.
- Vanity ratio — leaderboard-farm share of x402 volume, published, not hidden.
Raw dumps (CSV/Parquet) ship with the first weekly note. Want a metric added, or have labeled wallets to contribute? agenticfinancegraph@proton.me · @AgenticGraph.