Analyst and investor Regan Bozman ensures that Stablecoins can form a critical part of US money supply over the next three years.
According to that calculation, the market will be valued at $2.5 billion by 2028, compared to the current US$290 million. For investors who run the Lattice Risk Capital Fund, “Stablecoins are eating the world,” highlighting that the sector’s growth began before the recognition and promulgation of the US genius law.
The above shows that, according to experts The Stablecoins market is rare in the early stages of growthWe also consider that the market capitalization of these assets represents little of the 1% of the $22 billion that constitutes the country’s money supply.
Bozman points out that this rhythm, in his opinion, shows a positive reflexivity of “accelerating the dollarization of emerging economies and increasing the size of the sector in the short term.”
Global adoption and dollarization
at the moment, The use of dollar-fixed stabro coins, such as USDT and USDC, will rapidly expand in emerging and needs economies. Clear examples are Venezuela and Bolivia. The use of these cryptocurrencies has grown as a way to overcome needs, shortages in the products of the currency, and a deep economic crisis.
The other case is Mexico. These assets represent 36% of cryptocurrency purchases in the first half of 2025, driven by remittances and cross-border payments.
The same case occurs in Colombia. Businessman and analyst Mauricio Tovar explains in a statement from Cryptootics The appeal of stubcoin is related to the restrictions on the regulations of coffee countriespreventing people from accessing their savings.
“In Colombia, you cannot have a savings account in dollars. The Republic Bank does not allow that. Savings in cash is dangerous.
Tovar adds that remittances, which are their main source of income in the country, can also compete. This charges up to 5% on each freight and currently adds a 1% tax in the US. “Stubcoins can be a very important alternative to avoiding all these fees.”,claim.
Tovar believes Stablecoins, particularly stubcoins related to the US dollar, will support green tickets as issuing companies such as Circle and Tether Limited purchase bonds from the Ministry of Finance.
«Stablecoin dollar emitters are the source of debt buyers. (…) Treasure bonds are purchased and the market is healthy because it benefits the US dollar,” says the specialist.
That vision coincides with that of professional analyst and trader Willie Wu. He explains that once BTC reaches $1 million, he will “presumably become the number one owner of US Treasury bonds.” This is something to remember that until the first quarter of 2025, the company accumulated $110 million in financial obligations, exceeding $110 million.
Market growth factors
The increase in adoption of stubcoin, and the massive use of these currencies in various economies around the world, is supported by the high liquidity these assets have in cryptocurrency exchanges.
The world’s largest exchange, Binance reported more than $450 million reserves for these assets. This is the record reached so far since 2025 despite the 8,000 million exits of USDT issued by Tron. Growth was primarily done at USDT and USDC on Ethereum NetworkUSD 32,600 and USD 740 million respectively.
From a broader prism perspective, encrypted data shows $650 million has been announced for Stubcoin, which acts as a different exchange sanctuary on the Ethereum network. This is a 74.2% increase compared to September 2022, as seen in the following graph.
The scenario seen by Regan Bozman seems plausible, given that Stubcoin even has full support from the US government in that order of ideas. These cryptocurrencies are recognized as doors to the Bitcoin ecosystem, and arrive and never leave. Rather, it seems likely to be more and more included in people’s daily lives.