The Rundown

Even as crypto markets pull back, one corner of the ecosystem continues to grow: stablecoins. In this episode, Circle CFO Jeremy Fox-Geen explains why digital dollars like USDC are seeing rising adoption despite declines in assets like Bitcoin and Ethereum—and how stablecoins have begun to decouple from broader crypto cycles. We discuss the real-world use cases driving that growth, from cross-border payments to global demand for U.S. dollars, and why usage, not just supply, is accelerating. The conversation also explores how stablecoins could underpin a new “internet financial system,” particularly as agentic AI systems begin to transact and exchange value autonomously.

In this deep dive, Zaid breaks down the next chapter of the AI boom: agentic AI. He explains how AI is evolving from simple chatbots into autonomous agents, and why that could be a major boost for Nvidia and help justify the massive capex spending from Big Tech. 
We also look at how companies from JPMorgan to FedEx are already deploying AI agents, and what this shift could mean for the broader economy, the future of work, and your job.

Market update for Friday March 20, 2026
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In today’s episode:
FedEx earnings signal economy still holding up

Amazon working on AI-powered smartphone comeback

Super Micro stock plunges after smuggling charges

Firefly Aerospace surges on strong growth

Tesla Semi wins over truckers

Market update for Thursday March 19, 2026
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In today’s episode:
Fed Meeting recap: rate cut hopes fade

Uber invests $1.25B* in Rivian to launch robotaxis

Micron crushes earnings but stock still falls

Five Below jumps, Red Cat drops on earnings

Meta shuts down the metaverse (yes, really)

Market update for Wednesday March 18, 2026
Check out the Public app for incredible investing tools and to support the show (LINK)
Follow us on Instagram (@TheRundownDaily) for bonus content and instant reactions.
In today’s episode:
Preview of today’s Fed meeting and the impact of oil prices 
Nvidia restarts AI chip sales in China after regulatory approval
Josh D’Amaro takes over as CEO of Disney
Swarmer stock explodes up to 700% on IPO debut
Amazon tests 1-hour delivery