Standard Chartered Pushes $2T Stablecoin Forecast to 2030

The notable shift here is structural, not the headline number: Standard Chartered is no longer treating stablecoins as a single market, and its segmentation puts USDC ahead specifically in payments and AI-driven transactions — a claim worth testing against actual on-chain flow data. The reserve-yield remark signals where the real competitive pressure now sits, since economics on the float, not the token itself, increasingly decide which issuer scales. Whether the AI-transaction category proves durable or proves to be a relabeled slice of ordinary payment volume is the open question.