How to capture stablecoin growth
Why This "Boring" Crypto Vertical Is Actually Bullish
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How to capture stablecoin growth
Let’s get this out of the way first: stablecoins sound boring.
They’re pegged to the dollar. They don’t moon. They don’t crash. They don’t even move, right?
Not exactly.
Behind the scenes, stablecoins are becoming one of the most important infrastructure layers in all of crypto—and maybe the most bullish one if you know where to look.
Over $235B+ stablecoins circulate today (up from ~$5B in 2020).
Let me explain why the stablecoin vertical is the sleeping giant of this market and how you can position yourself across stocks, major L1s and high-upside altcoins.
How To Play the Stablecoin Boom in 2025
1. TradFi Stocks with Stablecoin Exposure
Let’s start simple. Want stablecoin upside but don’t want to hold crypto directly? There are a few TradFi stocks worth watching:
Coinbase ($COIN)
Besides being the U.S. poster child for crypto regulation, Coinbase co-owns USDC (with Circle). Every dollar of USDC in circulation generates yield via Treasury bills. Coinbase takes a cut. The higher the supply, the more passive income they rake in.
Fun stat: Coinbase made $199M in interest income from USDC alone in a single quarter of 2023.📈 Actionable Idea: Long $COIN as a way to front-run USDC adoption and institutional stablecoin demand.
Robinhood ($HOOD)
HOOD recently launched Robinhood Crypto Wallet, which supports stablecoin transfers and DeFi connectivity. They’re leaning hard into on-chain finance.📈 Actionable Idea: Accumulate HOOD if they pivot further into stablecoin-driven financial products.