Standard Chartered pushes $2 trillion stablecoin market forecast to 2030 as supply growth stalls
Standard Chartered shifted its $2 trillion stablecoin market forecast from 2028 to 2030 and linked the change to stalled supply growth over the past year. New coverage also adds that the bank kept the $2 trillion target unchanged, and one report put the sector near $309 billion. Another report broke the market into four segments, with USDC leading payments and AI transactions part of the contest for reserve yields.
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What it means
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Stablecoin users and issuers now face a longer timeline around Standard Chartered’s $2 trillion forecast, which is now set for 2030 rather than 2028. Market participants watching supply and payments activity will also notice that one report places the sector around $309 billion and says the target itself remains unchanged.
In practice, the market framing is narrower and more segmented than a single headline number. Standard Chartered’s four-part view separates payments, reserve-yield competition, and other uses, and USDC is identified as leading payments in that breakdown.
Market reaction
The move was larger before the first headline than after. That is an observation, not an explanation: the market also moves on things nobody publishes.
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Where this sits in the Bitcoin series
| When | What happened | Figure |
|---|---|---|
| 1.0 years ago | BTC a 1.152e+05 $ high | today it sits -29.4 % from there |
| 4 months ago | BTC a 5.857e+04 $ low | today it sits +38.9 % from there |
From what we have stored, starting 1.0 years ago.
What could happen next
What the prediction markets currently price as likely. This is context, not a forecast of ours: there is money on it, and that is all we show.