French fintech group NGPES estimates that funding across stablecoin issuers and supporting architecture will climb from a projected $4 billion to $6 billion in 2026 to between $7 billion and $8 billion the following year. This capital influx targets treasury platforms, cross-border settlement orchestration, and developer APIs, signaling a move toward institutional-grade stability. NGPES President Suren Hayriyan noted that the investment narrative has fundamentally evolved from betting on which stablecoin will dominate to identifying the infrastructure necessary for institutional integration.
Deal sizes are reflecting this maturation, with average venture investments in the sector rising by 30% to 40% during 2025. Projections suggest further growth of up to 35% in 2026 as late-stage funding and strategic acquisitions dominate the landscape. Major financial players are already embedding these services, with institutions like Standard Chartered and BNY now providing clients with direct access to minting, redemption, and custody services. Meanwhile, the implementation of the Markets in Crypto-Assets (MiCA) regulation is driving approximately $300 million to $350 million into euro-pegged infrastructure, fostering a standardized environment for cross-border commercial settlements across Europe. As transaction activity scales, NGPES anticipates that payment volumes will outpace the growth of circulating token supply, particularly as emerging markets in Latin America and Africa adopt digital currencies for international trade.

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