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Stablecoin Market Tops $300B as Tether Leads Rapid Growth

Stablecoin Market Surges Past $300 Billion as Expansion Accelerates Toward Trillion-Dollar Forecasts

  • The stablecoin market exceeded $300 billion in total value for the first time.
  • Growth rates must increase for the market to meet forecasts up to $4 trillion by 2030.
  • Tether’s USDT holds a 58% share and led the latest surge with $2.6 billion in new tokens this week.
  • Smaller stablecoins from companies like BlackRock and Paypal are also expanding rapidly.
  • Stablecoin growth faces risks, such as potential loss of pegged value during financial crises.

The stablecoin market expanded past $300 billion in value, hitting a record high as of this week. This milestone comes as analysts and companies predict even greater increases in the future.

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Crypto exchange Coinbase forecasts the stablecoin market will reach $1.2 trillion by the end of 2028, while Standard Chartered projects it could rise to $2 trillion over the same period. Citi expects the value to pass $4 trillion by 2030. At the current pace—about $10 billion of new tokens entering the market monthly—reaching these targets will require faster expansion than seen so far.

Tether’s USDT remains the dominant stablecoin, claiming 58% of the market share. USDT led the recent growth by issuing $2.6 billion more in dollar-pegged tokens this week, according to data from DefiLlama. Circle’s USDC added $391 million, and Ethena’s USDe grew by $486 million. Smaller competitors, such as BlackRock’s USD and PayPal’s PYUSD, also reported increases near $700 million and $663 million, respectively.

This period marks the fastest growth for stablecoins since early 2021, when the market surged by 278% in under six months. Regulatory developments have encouraged more institutional investors to incorporate stablecoins into their operations. Many are launching new tokens or offering existing ones within their financial services.

“Another key factor is the growth of onchain trading, DeFi, and remittances, where stablecoins are the preferred settlement unit,” said Christian Harris, chief analyst at Investing.co.uk. Companies are also introducing new blockchains tailored to stablecoin transactions, such as Bitfinex’s Plasma and Stripe’s planned Tempo network. These networks aim to handle a share of digital payments typically managed by major payment providers.

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However, challenges remain. Stablecoins can lose their 1:1 pegged value with the U.S. dollar in times of financial instability. For example, in 2023, Circle’s USDC fell to $0.87 after Silicon Valley Bank collapsed, raising concerns about the backing reserves.

“Any event that results in a depeg of coins and results in consumer harm would result in reputational risk for the stablecoin industry, and puncture this growth,” said Nithya Sridharan, digital assets product director at TP ICAP.

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