5 Stocks to Profit From the Stablecoin Boom
The stablecoin market is exploding, poised to reach $260 billion in 2025.This comprehensive guide unveils five key stocks primed to capitalize on this stablecoin boom.Discover how Coinbase, Circle, Fiserv, PayPal, adn Robinhood are playing vital roles in this financial revolution.Learn about Coinbase’s exchange infrastructure and Circle’s infrastructure, and how Fiserv is bridging old and new financial realities.Plus, understand PayPal’s merchant reach and Robinhood’s role in democratization. Thes companies are strategically positioned for growth, especially with the GENIUS Act potentially driving institutional adoption. News Directory 3 provides insights to equip you with key details to navigate the shifting world of finance.Discover what’s next …
The stablecoin market is booming. Valued at nearly $260 billion in 2025, stablecoins-cryptocurrencies linked to stable assets like the U.S. dollar-are gaining traction for their stability and efficiency in payments. Recent regulatory developments, including the U.S. Senate’s GENIUS Act, are further legitimizing the sector, possibly driving institutional adoption.
Here are five publicly traded companies positioned to capitalize on the stablecoin boom and their roles in this financial evolution.
1. Coinbase
Table of Contents
Role: Exchange infrastructure and USDC issuer.
Coinbase Global, a leading cryptocurrency exchange, is a key player in the stablecoin ecosystem. Coinbase co-owns USDC, the second-largest stablecoin (market cap $61 billion), with Circle. Its Base blockchain, designed for stablecoin settlements, is gaining traction. The GENIUS Act could provide regulatory clarity, boosting investor confidence. COIN stock has risen since the Senate’s approval, reflecting optimism about stablecoin revenues.
As a trusted platform, Coinbase stands to gain from increasing stablecoin transaction volumes, earning fees on trades and custody services. CEO Brian Armstrong aims to make USDC the top stablecoin, surpassing Tether’s USDT. Stablecoin-related income surged 50% year-over-year in the first quarter of 2025, with Coinbase holding 20% of USDC in circulation.Coinbase Payments allows merchants to accept stablecoin payments with near-instant settlement and lower fees.
2. Circle Internet Group
Role: Stablecoin issuer.
Circle internet Group, issuer of the USDC stablecoin, is a leader in stablecoin infrastructure. Its Circle Payments Network facilitates cross-border settlements and integrations with financial institutions. CRCL stock soared 168% on its NYSE debut June 5, 2025, and continued to climb, reaching $263.45 by June 23, reflecting strong investor enthusiasm.
The GENIUS Act is expected to accelerate stablecoin adoption,and Circle’s regulatory-first approach positions it to dominate in a structured market. Analysts project annual revenue growth at 25-30%, driven by USDC’s increasing use in payments, trading, and tokenized finance. Partnerships with Fiserv and Visa, along with innovations like cross-chain rebalancing, enhance Circle’s scalability. The company reported $1.7 billion in revenue and $156 million in net income in 2024.
Recent groundwork with BNY Mellon for banking services and expansions into APAC markets highlight its global growth roadmap.
3. Fiserv
Role: Back-end payment infrastructure.
Fiserv,a fintech company processing over $9 trillion in transactions annually,recently launched its own stablecoin,FIUSD (in partnership with Circle and Paxos),and a new platform to connect banks and merchants with stablecoin-based payments.FI stock is attempting to recover after finding support following the FIUSD announcement.
Fiserv’s entry into the stablecoin market positions it to bridge traditional finance and digital assets, offering clients a way to adopt blockchain-based payments without overhauling existing systems. FIUSD will integrate into Fiserv’s network, which processes 90 billion transactions annually across 10,000 financial institutions and 6 million merchant locations. By embedding stablecoin capabilities into its Finxact platform, Fiserv can attract financial institutions seeking efficient cross-border payment solutions.
4.PayPal
Role: Payments company with its own stablecoin.
PayPal entered the stablecoin market with PayPal USD (PYUSD), launched in August 2023 in partnership with Paxos. PYUSD facilitates payments, remittances, and e-commerce transactions, leveraging PayPal’s user base.PayPal is also collaborating with Fiserv to ensure interoperability between PYUSD and Fiserv’s FIUSD. PYPL stock has been on an upward trend amid the Fiserv partnership announcement.
with its ties to the payments industry, PayPal is positioned to drive PYUSD adoption among its millions of users and merchants. backed by U.S. dollar deposits, PYUSD is integrated into Venmo and PayPal’s checkout systems. With 426 million active accounts, PayPal has the scale to drive PYUSD adoption for everyday transactions and remittances (an $800 billion market). Its Braintree division is exploring stablecoin integration for merchants.
5. Robinhood
Role: Consumer access point.
Robinhood Markets, a retail-focused trading platform, is another player to watch. The company has expanded its cryptocurrency offerings, including support for several stablecoins.As stablecoin transactions grow, Robinhood’s revenue from crypto trading fees and custodial services is expected to surge. With strong margin advancement and surging net income, Robinhood’s exposure to dollar-backed digital assets positions it for further growth.
Robinhood’s 25 million users can already trade stablecoins like USDC, and the platform is expanding its role beyond brokerage.The company also earns interest on USDC reserves held in user accounts. Its Robinhood Wallet allows low-cost stablecoin transfers globally, competing with remittance companies. With plans to launch a prime brokerage service for institutions,HOOD could become a bridge between retail traders and DeFi protocols powered by stablecoins.
The Bottom Line
Each of these five stocks is uniquely positioned for the stablecoin era:
- Coinbase drives ecosystem innovation and institutional adoption.
- Circle provides the core infrastructure.
- Fiserv connects legacy finance to the new rails.
- PayPal brings instant scale and merchant reach.
- Robinhood democratizes access for a new generation.
As regulation becomes clearer and mainstream usage grows, these players are set to benefit most from the stablecoin boom. Investors should conduct thorough due diligence and stay informed of market dynamics when exploring investment options.
Disclosure: At the time of writing, I am long on the S&P 500, and the Nasdaq 100 via the SPDR® S&P 500 ETF (SPY), and the Invesco QQQ Trust ETF (QQQ). I am also long on the Invesco Top QQQ ETF (QBIG), and invesco S&P 500 Equal Weight ETF (RSP).
I regularly rebalance my portfolio of individual stocks and ETFs based on ongoing risk assessment of both the macroeconomic surroundings and companies’ financials.
The views discussed in this article are solely the opinion of the author and should not be taken as investment advice.
Follow Jesse Cohen on X/Twitter @JesseCohenInv for more stock market analysis and insight.