Investment in stablecoin infrastructure could reach $8 billion by 2027

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Investment in stablecoin infrastructure

Investment is shifting toward infrastructure

NGPES notes that the average size of venture deals in the sector increased by 30–40% in 2025. In 2026, the figure could rise by another 25–35%, followed by a further 20–30% increase in 2027, driven by larger funding rounds, strategic partnerships, and acquisitions.

Institutional adoption is already extending beyond crypto companies. In July, Standard Chartered gave corporate clients access to USDC minting and redemption through its banking platform. BNY also added services for minting, redeeming, custody, and transfers of USDC. Circle, meanwhile, integrated its infrastructure with Fireblocks for USDC settlements and fiat payouts in more than 50 countries.

NGPES expects payment activity to grow faster than the supply of stablecoins. In 2026, the market capitalization surpassed $300 billion, while in 2027 it could approach $450 billion. Under a high-adoption scenario, the market could reach $2–3 trillion by 2030.

Payments are becoming the main growth driver

The company believes that the key indicator of market development will be not only the volume of issued tokens, but also their use in real-world settlements, including cross-border payments, corporate transactions, remittances, and tokenized financial markets.

According to industry estimates, identifiable stablecoin payment activity reached around $390 billion in 2025. Paybis research also found that stablecoins already account for 86% of the platform’s crypto volume, while their share among B2B clients reaches 97.8%.

NGPES expects particularly rapid growth in Latin America and Africa. Stablecoin payment volumes in Latin America could increase by 55–65% in 2026 and another 45–55% in 2027. In Africa, growth could reach 65–80% and 50–65%, respectively.

Europe is betting on regulated euro stablecoins

Europe remains another growth driver, where MiCA provides a common regulatory framework for issuers and infrastructure companies. NGPES expects investment in euro stablecoin infrastructure to total around $300–350 million in 2026–2027.

The market capitalization of eight MiCA-compliant euro stablecoins increased by 128% over the year, from $295.6 million to $673.9 million. NGPES forecasts that the entire segment could grow to around $1 billion in 2026 and $1.6–1.7 billion in 2027.

Even then, however, euro stablecoins would account for less than 1% of the dollar-backed stablecoin market.

NGPES believes that licenses, governance quality, liquidity, compliance, and operational resilience are becoming increasingly important for institutional investors. According to the company, the next stage of market development will be defined not by the number of new stablecoins, but by the quality of the infrastructure that allows them to operate within a regulated financial system.

Why institutions are choosing stablecoins

Institutional investors are turning to stablecoins primarily because they provide access to digital assets without the high volatility associated with Bitcoin and other cryptocurrencies. For banks, funds, and large companies, speculative price appreciation is less important than the ability to settle transactions quickly, move funds across borders, manage liquidity, and use digital money in corporate operations.

Stablecoins are also becoming increasingly integrated into regulated financial infrastructure. Banks and payment companies can access issuance, custody, redemption, and settlement services through licensed platforms, while the development of compliance systems reduces legal and operational risks. For institutional investors, this makes stablecoins not just another crypto asset, but a practical payment and settlement tool.

As a reminder, the U.S. Treasury proposed rules for stablecoin issuance under the GENIUS Act.

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