Moody's latest cross-industry outlook report forecasts that stablecoins will evolve into a fundamental component of institutional market infrastructure by 2026. The report highlights an expected 87% year-on-year growth in stablecoin settlement volume in 2025, reaching approximately $9 trillion. This growth is driven by the increasing use of fiat-backed stablecoins and tokenized deposits as "digital cash" for liquidity management and settlement in a tokenized financial system.
The report also notes that banks, asset management firms, and market infrastructure providers are piloting blockchain settlement networks and tokenized platforms to enhance post-trade processes and liquidity management. Moody's estimates that these initiatives will attract over $300 billion in investment by 2030. The report underscores the importance of security, interoperability, and regulatory clarity for stablecoins to serve as reliable institutional settlement assets.
Moody's Predicts Stablecoins to Become Core Market Infrastructure by 2026
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