According to a report by Citizen JMP Securities, the Wall Street company is currently betting that by 2030 stubcoin will increase more than a 10-fold increase, between $3 trillion and $4 trillion.
Although the market capitalization is currently at $225 billion, companies such as Wells Fargo and Citigroup are closely watching the space as new rules emerge and more agencies enter the field.
Devin Ryan, head of financial technology research at Citizen JMP, said he hopes Stablecoins will open almost $100 billion in annual revenues for its issuers.
“Even if interest rates normalize a $3 trillion estimate, it still projects revenue opportunities close to $100 billion on issuers. This is necessary to offset lower transaction fees, but for some, it is necessary for some,” he said. I wrote it.
Banks, tech companies and Congress are pushing for adoption of stubcoin
Devin explained that major players from various industries are in what is called the “land grub” after regulation, as roads became clearer under the Trump administration.
The White House is rewinding crypto policy during the Biden era, and Ryan believes it is raising new interest from traditional finance. Congress is also expected to pass the Genius Act (the bill), a bill focusing on the stablecoin law, as early as August 2025.
At the same time, new regulatory systems are appearing around the world. The mica laws in Europe are already active, with Singapore and other laws building their own frameworks. We hope that clearer rules will promote global adoption and more institutional use of stubcoins through transactions alone.
Citigroup’s Alex Sanders added fuel to the forecast in a memo on May 30, saying that by 2030 Stable Coin could reach $1.6 trillion to $3.7 trillion. Alex said the coin is being used as more than a token for the crypto bridge.
“There are cases where it is made for stubcoins as a valuable alternative storage or hedge against inflation and political volatility,” writes Alex. This is especially true in countries facing currency issues and economic instability.
Stablecoins links remittances, US debt demand and digital payments
Devin also said Stablecoins are useful for everyday finance, such as remittances, business payments and e-commerce. He pointed to their growing role in tokenized financial markets, saying they provide a practical storage of value in an inflation-hit economy.
On top of that, they may increase US debt demand. “Critical for the US… we estimate that the US can see trillions of structural bids on its debt, supporting liquidity and reinforcing financial leadership,” writes Devin.
As Treasury bills are already being used to support many stubcoins, increasing demand for these tokens means more demand for US bonds. Alex reiterated this point, saying, “The status of the US dollar reserve currency is likely to be reflected, rather than being driven by a stable issue of relative currency.”
Both analysts agree that stubcoin’s growth could help keep the dollar strong globally. Meanwhile, the broader crypto market also shows signs of strength, with Bitcoin well above $105,000 at press time.
On Wall Street, Dow Jones jumped 200 points (0.5% gain) to mark the green for four consecutive days. The S&P 500 rose 0.6%, while the Nasdaq rose 0.8% with the help of high-tech stocks. Nvidia rose nearly 3%, becoming the most valuable public company in the world past Microsoft.
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