Anatoly Yakovenko, co-founder of Solana, outlined a series of predictions for 2026 that place stablecoins at the center of several structural changes underway across the digital asset market. His comments were shared in a public post on X and referred to a future where the global supply of stablecoins exceeds $1 trillion, parallel to advances in artificial intelligence and robotics that extend beyond the crypto sector.
My predictions for 2026:
* Stable over 1 ton
* QC and fusion will be as elusive as they are today
* AI will solve the millennium problem
* 100,000 humanoid robots shipped— toly 🇺🇸 (@toly) December 26, 2025
Mr. Yakovenko’s predictions contrast with those of other traditional financial institutions. JPMorgan Chase & Co. recently estimated that the total stablecoin supply could reach $500 billion to $600 billion by 2028. JPMorgan explained that current growth is primarily related to crypto market activity, rather than payment penetration.
The bank reported that the stablecoin market has expanded by about $100 billion this year, bringing the total supply to about $308 billion. This increase was primarily driven by Tether’s USDT and Circle’s USDC. Analysts noted that stablecoin balances on derivatives platforms alone increased by about $20 billion, consistent with an increase in perpetual futures trading volumes.
Use cases remain focused on crypto markets
JPMorgan’s analysis highlights that most of the demand for stablecoins is still 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 increased adoption of payments does not necessarily mean a proportional increase in total stablecoin supply. Increased transaction speeds enabled by deeper integration into the financial system 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 to explore digital currencies that could compete with privately issued stablecoins.
Solana activity reflects network-level growth
Against this background, Solana has emerged as one of the networks recording a significant increase in stablecoin usage. Low transaction costs and fast settlement times have supported the increase in issuance and remittances on 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 UST2.0?
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