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America is accumulating bitcoin while exporting dollar-pegged stablecoins to everyone else, according to a new Chainalysis report.
The blockchain data said in its Wednesday report, “North America: Inside the Growth of Agentic Commerce,” that the U.S. became a net importer of Bitcoin in 2026 — for the first time since 2022.
According to the data, institutions this year have been buying bitcoin while retail largely sells.
“A dollar stablecoin is a way to hold dollars without an American bank account, and Americans already have one,” the report read.
“The rest of the world is pivoting to a digital dollar because it meets a need that American users don’t…
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