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JP Morgan says stablecoin market grows 42% Post-GENIUS Act outgrowing the larger cryptocurrency sector

October 1, 2025 //  by Finnovate

The stablecoin market is reportedly outgrowing the larger cryptocurrency sector following recent U.S. legislation, according to findings from J.P. Morgan that showed that the $300 billion stablecoin market has grown 42% so far this year, double the 21% growth in the overall crypto market. Since the GENIUS Act — America’s first piece of major stablecoin legislation — was signed in July, the stablecoin market cap has risen 19%, underlining how regulation has driven adoption, the bank’s analysts said. Circle’s USDC seems to be the biggest beneficiary, the analysts said. After stalling earlier in the year, the company’s market capitalization has jumped during the third quarter, rising from $61.5 billion at the end of June to $73.7 billion by late September, allowing it to command a little more than a quarter of the stablecoin market. Meanwhile, Circle’s chief rival Tether has seen its dominance recede, falling from 67.5% at the start of the year to 60.4%. But while the GENIUS Act could be giving Circle more momentum, the report said a more fragmented market could eventually benefit platforms such as Bullish that offer liquidity services for an increasing slate of stablecoin issuers.

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Category: Crypto & Blockchain, Innovation Topics

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