Anatoly Yakovenko, the co-founder of Solana, has outlined a set of projections for 2026 that place stablecoins at the center of several structural shifts underway across digital asset markets. His comments were shared in a public post on X and referenced a future in which the global stablecoin supply exceeds $1 trillion, alongside advances in artificial intelligence and robotics that extend beyond the crypto sector. Yakovenko’s projection contrasts with other forecasts from traditional financial institutions.
JPMorgan Chase & Co. recently estimated that total stablecoin supply could reach between $500 billion and $600 billion by 2028. The bank reported that the stablecoin market has expanded by approximately $100 billion this year, bringing the total supply to about $308 billion. The increase has been led primarily by Tether’s USDT and Circle’s USDC.
Analysts noted that derivatives platforms alone added around $20 billion in stablecoin balances, coinciding with higher perpetual futures trading volumes. These assets support trading, lending, and borrowing across decentralized finance and derivatives markets. At the same time, banks and payment networks are developing tokenized deposits and related blockchain-based products.
In contrast, central banks continue exploring digital currencies that may compete with privately issued stablecoins. Against this backdrop, Solana has emerged as one of the networks recording huge growth in stablecoin usage. Low transaction costs and fast settlement times have supported increased issuance and transfers on the blockchain. Data from the past year shows that stablecoin balances on Solana have reached record levels, reflecting its role in facilitating on-chain dollar movement.
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