High stablecoin market growth in 2025 signals a $1.9 trillion base case and a $4 trillion bull case by 2030, Citi’s analysts said.
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Citi, an international banking and financial services company, revised its stablecoin forecast due to the strong growth of the sector in the last six months, and now projects the stablecoin market cap will grow to $4 trillion by 2030.
Analysts at Citi project a $1.9 trillion stablecoin market as their “base” case and up to $4 trillion as the “bull” case, up from previous projections of $1.6 trillion and $3.7 trillion, respectively, according to Thursday’s .
Analysts at Citi also said stablecoins would not disrupt the banking sector, contrary to , but would help overhaul the financial system, alongside tools like . Citi wrote:
“Skeptics once again proclaim that banks will be disintermediated, but we do not believe crypto will burn down the existing system. Rather, it is helping us reimagine it.”
Stablecoin market capitalization broke past the $280 billion mark in September, according to , accounting for over $287 billion in value at the time of this writing.
Stablecoin issuance proliferated following the passage of the Guiding and Establishing National Innovation for US Stablecoins (GENIUS) Act in the United States, which for stablecoins, paving the way for the sector’s continued growth.
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In March, US Treasury Secretary Scott Bessent said that stablecoins can help by making the dollar more accessible around the globe.
Since then, stablecoins have become a major pillar of US President Donald Trump’s administration and its plan to make the US the dominant power in the crypto sector.
Following the passage of the GENIUS stablecoin bill in the US, other sovereign countries began exploring the idea of launching their own stablecoins to extend the salability of their local fiat currencies in international foreign exchange markets.
The Chinese government, which has long been hostile to cryptocurrencies and privately-issued money, reversed course in August and is now reportedly for international use.
AnchorX, a financial technology company, in September. The token will only be available for cross-border commercial use and will not be used by residents on the Chinese mainland.
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