Lucid(@LucidLabsFi):According to @chainalysis, stablecoin payments could match Visa and Mastercard transaction volumes between 2031 and 2039. The numbers behind the market are becoming massive: → Adjusted organic growth projected at $710T → Potential upside reaching $1.5 quadrillion with macro catalysts Institutions are already moving as well. Western Union, Meta, Fidelity, and other Fortune 500 companies are preparing stablecoin-related products and infrastructure. One day, stablecoins will become the default layer for daily payments.

2026.05.15 13:23

According to @chainalysis, stablecoin payments could match Visa and Mastercard transaction volumes between 2031 and 2039. The numbers behind the market are becoming massive: → Adjusted organic growth projected at $710T → Potential upside reaching $1.5 quadrillion with macro catalysts Institutions are already moving as well. Western Union, Meta, Fidelity, and other Fortune 500 companies are preparing stablecoin-related products and infrastructure. One day, stablecoins will become the default layer for daily payments.

The Kobeissi Letter@KobeissiLetter

2026.05.04 18:07

Shocking stat of the day: Adjusted Stablecoin volume is projected to reach $719 TRILLION by 2035, according to a new report from Chainalysis. This projection is assuming organic growth alone. When factoring in macro catalysts, Chainalysis says this figure could approach $1.5 quadrillion. In fact, Stablecoin payment volumes are on pace to match Visa and Mastercard’s off-chain transaction volumes somewhere between 2031 and 2039. This comes amid a massive shift toward Stablecoin infrastructure, with Western Union, $USDPT, Fidelity, $FIDD, Meta, and many other Fortune 500 companies preparing launches. The ecosystem is also evolving, such as Jupiter's $JUPUSD, which returns yield back to the ecosystem and has been attracting large inflows. Stablecoin adoption is skyrocketing.