JPMorgan: Growth in Stablecoin Usage May Not Drive Corresponding Market Cap Expansion
2026-05-01 21:00
Odaily Planet Daily News JPMorgan analysis points out that although stablecoin trading volume is growing rapidly, the total market size may not expand accordingly. The key reason lies in the increase in "velocity."
The report states that as the application of stablecoins in payment scenarios strengthens, the same unit of capital is used more frequently, thereby improving overall efficiency and limiting the demand for new stablecoin supply.
The bank maintains a relatively cautious outlook, estimating that the total market value of stablecoins will be approximately $500 billion to $600 billion by 2028, believing that market expectations of a "trillion-dollar scale" are overly optimistic.
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