TREE NEWS reports: Standard Chartered now expects the stablecoin market to reach $2 trillion by 2030, extending its earlier forecast as transaction volumes grow. The bank identified four distinct stablecoin markets, with USDC leading in payments and AI transactions, and said competition over reserve yields is intensifying.
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.
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