This blog is a preview of our forthcoming report, “The New Rails: How Digital Assets Are Reshaping the Foundations of Finance.” Reserve your copy! TL;DR
Adjusted stablecoin volume is projected to reach $719 trillion by 2035 through organic growth alone. Factor in macro catalysts, and that figure could approach $1.5 quadrillion.
Between 2028 and 2048, an estimated $100 trillion in wealth will likely move from Boomers to Millennials and Gen Z (generations far more likely to use crypto as a default financial tool).
Stablecoin payment volumes are on pace to match Visa and Mastercard’s off-chain transaction volumes somewhere between 2031 and 2039, putting direct competitive pressure on legacy payment rails.
Deals like Stripe’s acquisition of Bridge and Mastercard’s partnership with BVNK signal that stablecoins are becoming core payments infrastructure.
