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BNY Projects $3.6 Trillion Market for Stablecoins and Tokenized Cash by 2030

The bank stresses regulatory clarity as the key to institutional adoption.

Overview

  • BNY estimates stablecoins could reach about $1.5 trillion in market value by 2030, with tokenized deposits and money market funds making up the rest.
  • The report says digital cash equivalents can enable faster settlement, lower counterparty risk, and greater collateral mobility across markets.
  • Tokenized assets such as U.S. Treasuries and bank deposits are cited as tools to optimize collateral management and streamline reporting.
  • A cited use case envisions a pension fund posting derivatives margin almost instantaneously using a tokenized money market fund.
  • BNY leadership says blockchain will work alongside existing financial rails, with MiCA in the EU and ongoing U.S. and Asia-Pacific policy efforts seen as supportive signs.