Chainalysis has released a new stablecoin data report.
The research and risk intelligence company has revealed that stablecoins are on their way to bringing in a much higher economic value. This could see the new money movement rails reach up to $1.5 quadrillion, taking momentum from lending, payments, treasury, and capital markets.
With around $28T of stablecoin economic activity since 2023, the team at Chainalysis point to growing factors, such as the wealth transfer between generations (estimated at $80-$100T), as well as bigger adoption rates from merchants and checkout services.
The former is predicted to bring in around $508T simply from older generations giving their lifetime earnings and savings to their younger family members. On the side of stablecoin acceptance, this is put at roughly $232T more as stablecoin benefits win over time.
Chainalysis $1.35Q progression chart (2026)
The report considers that stablecoins will be on track to level and perhaps surpass traditional card network volumes, with $719T put down as a reachable number if the same level of compounding growth occurs as from 2023 to today (133%).
Also, there is also the impact of stablecoins being used in high transaction volume settings, such as traditional finance for the tokenization of real-world assets, and if AI Agents are set to contribute to this too, it means there are different avenues of enhancing stablecoin economic activity.
