The interest in stablecoins is escalating following the impressive IPO of Circle (CRCL), which saw its stock double and then rise another 40% within days. Reports indicate that Apple has been in talks with crypto firms since January to explore stablecoin integration into Apple Pay and its broader payment framework. Meanwhile, X is in discussions with Stripe to potentially enable stablecoin-based transactions. Airbnb is also considering stablecoins as a strategy to reduce the fees it pays to credit networks like Visa and Mastercard, having reportedly engaged with Worldpay since early 2025.
Political developments, particularly the prospect of Donald Trump returning to the presidency, have made the corporate crypto landscape less risky. Analysts project that the stablecoin market could reach $2 trillion by 2028. A significant factor driving this growth may be the anticipated passage of the GENIUS Act, which aim to provide regulatory clarity for stablecoin issuers, potentially fostering increased adoption in the United States.