2025-12-20 01:20:15

#大户持仓动态 JPMorgan's latest outlook predicts that by 2028, the stablecoin supply will be in the range of $50 billion to $60 billion. It sounds like a lot, but compared to the most optimistic expectations of $2 trillion to $4 trillion, it's still quite conservative. Interestingly, the true source of demand for stablecoins comes from the crypto market itself; the payment applications sector isn't growing as rapidly as some might think.

Looking at the current data: this year, the stablecoin market has expanded by approximately $100 billion, and the total market cap has now reached $308 billion💪. What does this growth rate indicate? It shows that the demand for stablecoins continues to rise.

The trends of mainstream assets like $ETH, $BNB, and $SOL continue to influence the market, and it's worth keeping a close eye on them.

ETH1,66%

BNB2,17%

SOL2,36%

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BlindBoxVictim

· 2025-12-23 00:24

JPMorgan's expectations are still too conservative, 500 to 600 billion? It feels like these guys from TradFi still haven't grasped the on-chain ecosystem, and no one has mentioned that the demand for stablecoins rises by 100 billion every year.

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RugResistant

· 2025-12-22 19:29

JPMorgan's prediction of 500 to 600 billion is indeed a bit conservative. I actually think the payment sector is underestimated, and the real big wave hasn't arrived yet. Speaking of stablecoins, they are now over 300 billion. If this pace can be maintained, doubling by 2028 is not a dream. If ETH can't hold its ground this time, the other mainstream coins will have more room to move. We need to keep a close eye on that.

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FloorPriceWatcher

· 2025-12-21 03:54

JPMorgan is at it again, 500-600 billion is still conservative? I think, in the end, stablecoins will still depend on on-chain activity to speak for themselves. The payment scenarios really haven't taken off, we all know that, in the end, it's just the crypto world hyping themselves up. We need to pay close attention to the recent trends of ETH, BNB, and SOL; the expansion of stablecoins is actually these mainstream tokens draining blood. The growth rate looks impressive, but whether it can hold up by 2028 is still up for debate. Now, with over 300 billion, it feels like building blocks; a gust of wind can shake two.

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0xSleepDeprived

· 2025-12-20 01:50

JPMorgan is still too conservative; 500 to 600 billion can't even come close to the market's ambitions. Stablecoins will only truly thrive if the crypto community gets excited about them; don't expect much from payment scenarios. This year's growth of 100 billion looks decent, but it feels like it will accelerate even more later. Let's wait and see how ETH and SOL perform—these two are the key.

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MemecoinTrader

· 2025-12-20 01:50

lol jpm being bearish on stablecoins while we're literally watching the adoption curve go vertical... classic institutional gaslighting move. they're pricing in the wrong narrative entirely tbh

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SoliditySlayer

· 2025-12-20 01:47

JPMorgan is still too conservative, 500 billion? I think these numbers can't stop the ambitions of stablecoins at all. The real demand is in the trading platforms, that small patch of land. The old narrative about payment scenarios is already outdated. Now it's already 308 billion, at this rate, doubling in five years shouldn't be a problem.

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BearMarketBuilder

· 2025-12-20 01:39

JPMorgan is starting to talk conservatively again, but the current growth rate is indeed not slow... The payments sector is really lagging, still the crypto world doing its own thing.

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RooftopReserver

· 2025-12-20 01:36

JPMorgan is still too conservative, 500 billion to 600 billion? I think it's uncertain; these traditional financial forecasts are never reliable. Stablecoins are the lifeblood of the crypto market. As for payments, let's take it slow—anyway, the first step is to increase trading volume. 308 billion is already so impressive; only a 100 billion increase this year? It feels like it will accelerate later. --- JPM always underestimates the crypto market; this prediction is also cut in half. --- The real demand is for trading; payments? Let them wait and see. --- So, stablecoins are the real essential need—much more practical than those flashy things. --- By the end of the year, they aim for 400 billion; let's see what they say then. --- Whether ETH can hold up this time depends on how stablecoins flow. --- The 500 billion prediction is too rigid; by 2028, it will definitely surpass one trillion. JPMorgan and the others will never keep up with the pace.

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CommunityLurker

· 2025-12-20 01:36

JPMorgan is still too conservative. These traditional finance folks simply can't see through the real on-chain needs. 500 billion to 600 billion? I think it's underestimated. Stablecoins are the true infrastructure; payments are just an ancillary service. At least they got that part right this time. A market cap of 300 billion is just the beginning. Next year, this number should double. ETH and SOL have been performing well recently, but I feel BNB is the real potential stock. Major institutional investors have long been using stablecoins as fiat currency, while retail investors are still debating when to get on board.

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LadderToolGuy

· 2025-12-20 01:21

JPMorgan is still too conservative; I find these numbers hard to believe. The payment scenario indeed underperforms, and it's mostly internal market self-hype. Wait, 308 billion stacked up? This growth rate is unthinkable compared to last year.

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