CROSS-CATEGORY: Agent Economy Infrastructure Layer Materializes — Robinhood, Circle, and Microsoft Ship Agent-Native Platforms in May

Multiple Sources·high signal

Three unrelated companies shipped agent-native infrastructure in May: Robinhood opened agentic trading to 27M retail investors, Circle launched Agent Stack with USDC nanopayments as small as $0.000001 for machine-to-machine commerce, and Microsoft made Agent 365 GA as an enterprise control plane for governing AI agent fleets. The convergence signals that 'agent as economic actor' has moved from concept to production infrastructure across finance, payments, and enterprise IT simultaneously.