Stablecoin Gold Rush: A New Frontier in Finance

According to an article in Forbes, Goldman Sachs is rolling out bold forecasts: the global stablecoin market — currently around $270 billion — could burgeon into the trillions in the coming years thanks to fresh regulation and growing institutional interest.

What’s Driving the Surge? The Role of the GENIUS Act

The recently passed GENIUS Act (July 2025) established regulatory clarity, requiring stablecoins to be fully backed with high-quality assets like U.S. Treasuries. This legislative milestone is expected to both legitimize the space and fuel demand for Treasuries.

Where Will Growth Come From? Payment Infrastructure & Beyond

Goldman’s analysts emphasize that stablecoins are primed to enhance interbank payments, cross-border settlements, and the broader payments infrastructure— rather than displacing consumer card networks like Visa or Mastercard. They foresee big gains for Circle’s USDC, projecting a 40% CAGR ($77 billion growth by 2027).

Meanwhile, U.S. Treasury officials see token issuers as a new, meaningful demand source for short-term U.S. debt.