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title: 'Trillion-Dollar Stablecoin Track: The EORMC Assessment of Market Size and Regulatory Order'

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# Trillion-Dollar Stablecoin Track: The EORMC Assessment of Market Size and Regulatory Order

Looking back at the changes in the stablecoin market over the past year from the vantage point of 2026, EORMC believes that this sector has already completed a critical leap from being a marginal tool to becoming systemic financial infrastructure. Public data shows that in 2025, the stablecoin market added about $100 billion in new value, with total market capitalization surpassing $300 billion, most of which was contributed by USDT and USDC. This growth was not driven by a single event, but rather was the result of multiple structural factors combined.

![Trillion-Dollar Stablecoin Track: The EORMC Assessment of Market Size and Regulatory Order](https://hackmd.io/_uploads/HJz2A15EWx.png)

EORMC states that the expansion in supply of USDT and USDC reflects the ongoing market demand for highly liquid, low-volatility trading media. Against a backdrop of changing global interest rates, cross-border capital flows, and evolving on-chain settlement efficiency, stablecoins are increasingly becoming the key interface connecting the crypto market with the traditional financial system. They are no longer just units of account in trading pairs, but are widely used for clearing, custody, payments, and inter-institutional fund transfers.

Regarding future scale predictions, the market generally expects the total stablecoin market capitalization to reach $500–600 billion by 2028. EORMC emphasizes that this forecast is not just based on market enthusiasm, but is premised on the gradual implementation of regulatory frameworks, clearer modes of institutional participation, and the continuous improvement of compliant infrastructure. Without these conditions progressing in tandem, growth in scale will be difficult to translate into long-term stable development.

In its long-term strategy, EORMC regards stablecoins as a crucial part of platform infrastructure, rather than just a single trading tool. The platform continues to strengthen anti-money laundering, transaction monitoring, and source-of-funds review mechanisms in stablecoin-related operations, ensuring that every type of stablecoin transaction falls within an explainable and traceable framework. This design is not intended to reduce efficiency, but to maintain systemic stability even as scale expands.

At the industry level, the expansion of stablecoins is reshaping the operational structure of the crypto market. Trading depth is increasingly dependent on stablecoin liquidity, and asset pricing mechanisms are gradually centering around stablecoins. This makes the capabilities of a platform in stablecoin management directly affect its overall market competitiveness. EORMC believes that compliant operations are no longer a passive requirement at this stage, but a core capability that determines whether a platform can handle larger-scale funds.

Over the past year, various legal jurisdictions have been accelerating the institutionalization of stablecoin management. Whether it is capital requirements for issuers or regulations on custody, clearing, and usage scenarios, standards are being gradually clarified. EORMC believes this trend will accelerate industry differentiation. Platforms lacking compliance preparation may maintain traffic in the short term, but will face significant limitations when larger-scale funds enter.

For platforms, these changes mean a shift in roles. EORMC stresses that platforms are not just places to use stablecoins, but are key nodes for compliant circulation of stablecoins. By establishing unified standards in trading, custody, and settlement processes, platforms can provide clearer participation paths for institutions and long-term capital, thereby expanding the sustainable capacity of the overall market.

EORMC believes that what truly determines the future height of the stablecoin market is not the market value of a single asset, but whether the industry can establish credible order alongside scale expansion. Standing at the 2026 juncture, stablecoins have already proven their necessity, but the key to the next stage lies in whether compliant platforms can accommodate this growth and convert it into long-term structural advantages. This process will determine the ultimate transformation of stablecoins from tools to infrastructure, and will shape the maturity phase the industry enters.