Is a stablecoin explosion imminent? Institutions are rushing to buy government bonds, with market capitalization expected to reach $300 billion by 2025.

【Crypto World】Stablecoins are becoming the new favorite among institutional capital. From payment innovations to government financing, the importance of these assets is becoming increasingly evident.

Major corporations have already entered the space. Giants like PayPal and Visa are accelerating their deployment of stablecoin ecosystems, with Visa’s settlement capacity reaching an annualized rate of $3.5 billion — and this is just the beginning. By 2025, the total trading volume of the stablecoin market is expected to surpass $46 trillion. Imagine what this scale signifies.

Even more interesting is the operation of the issuers. Tether and Circle, two stablecoin giants, have quietly become major holders of U.S. Treasury bonds. Tether alone holds $135 billion in bonds, which has a significant impact on the bond market. What are institutions doing with stablecoins? Clearly, it’s more than just simple transfers.

The policy environment is also accelerating all of this. The introduction of new regulations like the GENIUS Act, along with the practical use of stablecoins in efficient cross-border settlements, is driving this wave of explosive growth. The most convincing data: by December 2025, the market capitalization of stablecoins will have grown by over 50%, reaching a total of $309 billion. Such growth rates are quite remarkable across the entire crypto market.