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.
My 2026 predictions:
* $1t+ stables
* qc and fusion will be as elusive as today
* ai will solve a millennium problem
* 100k humanoid robots shipped— toly 🇺🇸 (@toly) December 26, 2025
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. JPMorgan described current growth as largely tied to crypto-market activity rather than widespread payment adoption.
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.
Use Cases Remain Concentrated in Crypto Markets
JPMorgan’s analysis highlighted that most stablecoin demand remains driven by their role as cash equivalents or collateral within the crypto ecosystem. These assets support trading, lending, and borrowing across decentralized finance and derivatives markets.
The report also highlighted that broader payment adoption does not necessarily imply a proportional increase in total stablecoin supply. Higher transaction velocity, enabled by deeper integration into financial systems, could allow existing supply to circulate more efficiently.
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.
Solana Activity Reflects Network-Level Growth
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.
Related: Solana-based Synthetic Stablecoin USX Depegs; Is It a UST 2.0?
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