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JPMorgan Chase expects stablecoin adoption to grow slower than the widely projected US$2 trillion market as the ecosystem that supports stablecoins is far from developed and would take time to build out

July 24, 2025 //  by Finnovate

The eye-catching US$2 trillion projection for the potential growth of the stablecoin market that was often cited during the recent push to approve US regulation of the crypto market for the first time is “a little bit optimistic”, according to JPMorgan Chase. JPMorgan strategists wrote in a note to clients, per the report: “We find it hard to believe that the market could grow substantially larger over the next few years as the infrastructure/ecosystem that supports stablecoins is far from developed and will take time to build out. While adoption is poised to grow further, it might be at a slower pace than what some might anticipate.” despite the recent increase in interest for the assets, they still only account for less than 1 per cent of global money flows, suggesting the role of the digital asset in upending financial rails still has significant steps to take, the strategists wrote.  JPMorgan pointed out that given the current growth trajectory, it was more likely that the market would double or triple, which is far lower than other estimates.  “We suspect liquidity investors, whether retail or institutional, are not going to immediately jump into payment stablecoins as a cash alternative given their conservative nature in terms of how they manage their cash as a source of liquidity,” the bank said.

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