What is the Future of Stablecoins? Here are Some Stablecoin Stocks to Watch

Stablecoins are experiencing record growth, with transaction volumes exceeding traditional payment networks:  

- 2024 Stablecoin transaction volume hit $27.6 trillion — outpacing Visa and Mastercard combined.  

- By Q1 2025, stablecoin transactions again surpassed Visa, confirming their growing dominance in global payments.  

According to CoinMarketCap, the total stablecoin market capitalization now exceeds $260 billion, accounting for 8% of the entire crypto market. The U.S. Treasury predicts the market could reach $2 trillion by 2028, an 8X increase from current levels.  

- U.S. GENIUS Act nearing approval – Establishing a comprehensive regulatory framework.  

- Hong Kong’s Stablecoin Ordinance takes effect Aug. 1 – Licensed firms can issue stablecoins.  

- South Korea’s Digital Asset Basic Law proposed – Paving the way for stablecoin adoption.  

- Financial giants entering stablecoins – Deutsche Bank, Santander, JPMorgan, Bank of America are considering stablecoin issuance, reshaping the competitive landscape.  

1. Stablecoin Issuers & Related Companies  

- Circle (CRCL) – Issuer of USDC, went public on June 6, 2025, with its stock surging 230% on debut.  

- Coinbase (COIN) – USDC co-issuer & major crypto exchange, holding stake in Circle.  

- Robinhood (HOOD) – Supports stablecoin trading, integrates USDC payment solutions.  

- PayPal (PYPL) – Launched PYUSD (PayPal USD) in 2023, market cap now at $1 billion, ranked 7th among stablecoins.  

- Tether (USDT) – Largest stablecoin issuer, though parent company iFinex Inc. is not publicly traded. Investors can indirectly gain exposure via Bitfinex’s parent company iFinex or Northern Data AG (ETR: NB2).  

2. Stablecoin Infrastructure & Technology Providers  

- IBM (IBM) – Provides enterprise blockchain solutions for stablecoin issuers.  

- AMD (AMD) – Supplies high-performance chips for stablecoin blockchain computations.  

- Block (SQ) – Focuses on stablecoin applications & blockchain innovations.  

3. Traditional Financial Institutions Moving into Stablecoins  

- JPMorgan (JPM) – Launched JPM Coin (institutional stablecoin) for cross-border settlements.  

- BlackRock (BLK) – Tokenized U.S. Treasuries backing stablecoins, with deep USDC partnerships.  

- Visa (V) & Mastercard (MA) – Supporting USDC & USDT stablecoin payments, enhancing adoption rates.  

Step 1: Identify Companies with Strong Long-Term Competitive Advantage  

- Prioritize firms with stablecoin issuance capabilities, blockchain technology innovations, such as Circle, PayPal, and Coinbase.  

- Watch traditional financial players entering the sector (Deutsche Bank, JPMorgan) for strategic impact.  

Step 2: Monitor Regulatory Changes & Market Trends  

- Regulatory approvals drive market confidence — keep an eye on U.S., South Korea, and Hong Kong policies.  

- Track stablecoin adoption rates and transaction volumes, using on-chain analytics for deeper insights.  

Step 3: Adapt to Market Volatility  

- Stablecoin-related stocks offer long-term growth, but short-term price swings require flexible trading strategies.  

- Consider both long-term investments & short-term arbitrage opportunities based on policy shifts and market demand.  

With regulations solidifying, institutional money flowing in, and global market expansion accelerating, stablecoin-related stocks could experience unprecedented growth.  

Investors should focus on regulatory developments, competitive advantages, and industry shifts — while preparing for potential risks associated with evolving market conditions.