Incumbents are acquiring the agent payment stack. 7 deals since 2024, $8.05B in disclosed value. Stripe, Mastercard, and Capital One are consolidating the rails.
| Project | Acquirer | Value | Date |
|---|---|---|---|
|
Brahma.fi
On-chain execution environment for DeFi agents with programmable spending controls.
|
Polymarket | undisclosed | 2026-03 |
|
Brex
Corporate spend management with agent card infrastructure.
|
Capital One | $5.15B | 2025 |
|
BVNK
Crypto payment infrastructure bridging fiat and stablecoin rails for enterprises.
|
Mastercard | $1.8B | 2025 |
|
Privy
Embedded wallet infrastructure for consumer apps. Now powers Stripe's wallet and auth stack.
|
Stripe | undisclosed | 2025 |
|
Dynamic
Multi-chain auth and wallet SDK. Brings consumer wallet UX to Fireblocks enterprise custody.
|
Fireblocks | undisclosed | 2025 |
|
ZeroDev
Account abstraction SDK and smart wallet provider. Gasless transactions and session keys for agents.
|
Arbitrum | undisclosed | 2025 |
|
Bridge
Stablecoin infrastructure and cross-border payment rails.
|
Stripe | $1.1B | 2024-10 |