For Bozman, the Stablecoins market could be valued at 2.5 billion dollars in 2028.
“The stablcoins are eating the world. It is obvious,” said the investor.
The analyst and investor Regan Bozman ensures that Stablecoins could form an important part of the United States money supply in the next three years.
According to their calculationsthis market would be valued at 2.5 billion dollars by 2028, compared to current USD 290,000 million. For the investor, who runs the Lattice Risk Capital Fund, “the Stablecoins are eating the world” and emphasizes that the growth of this sector began even before the approval and promulgation of the Genius Law in the United States, which regulates the issuance and negotiation of Stablecoins in that country.
The above, says the specialist, indicates that The Stablecoins market “is barely in the initial phase” of growthalso considering that the market capitalization of these assets barely represents 1% of the 22 billion dollars that make up the country’s money supply.
Bozman points out that this rhythm shows a positive reflexivity that, in his opinion, “will accelerate the dollarization of emerging economies and multiply the size of the sector in a short term.”
Global adoption and dollarization
At the moment, The use of stablocoins anchored to the dollar, such as USDT and USDC, expands rapidly in emerging and needs economies. Clear examples are Venezuela and Bolivia, where the use of these cryptocurrencies has been growing as a way of overcoming needs, product of currency ‘shortage and a deep economic crisis.
Another case is Mexico, where these assets represented 36% of cryptocurrency purchases during the first half of 2025, promoted by remittances and cross -border payments.
In Colombia there is a similar case. The businessman and analyst Mauricio Tovar explains in statements to cryptootics that The attractiveness of the stablecoins is related to regulatory restrictions in the coffee countrywhich prevent people from accessing savings.
“In Colombia you cannot have savings account in dollars. The Bank of the Republic does not allow it. Saving in cash is risky, so the stablecoins are an alternative to that capital restriction,” he says.
Tovar adds that they can also compete with remittances, the main source of income of the country, where intermediaries charge up to 5% for each shipment and now adds a 1% tax in the United States. “Stablecoins can be a very important alternative to avoid all those charges”holds.
Tovar considers that the stablecoins, especially those linked to the US dollar, help the green ticket because the issuing companies, such as Circle and Tether Limited, buy bonds from the Department of the Treasury, which intrinsically drives the economy of that country.
«Stablecoin’s emitters of the dollar are a source of debt buyers. (…) That the treasure bonds are bought and that market is healthy, as it benefits the US dollar, ”says the specialist.
That vision coincides with that of Willy Woo, a professional analyst and trader, who explains that when BTC reaches one million dollars, Tether “will probably be the number one holder of the United States Treasury bonds.” This, remembering that, until the first quarter of 2025, that company accumulated 120,000 million dollars in Treasury bonds, exceeding 111,000 million Germany.
Market growth factors
The increasing adoption of Stablecoins, as well as the massive use of these currencies in different economies worldwide, is backed by the high liquidity that these assets have in cryptocurrency exchanges.
Binance, the world’s largest exchange, reported more than 45,000 million dollars in reserves of these assets, a record reached so far from 2025 despite the exit of 8,000 million in USDT issued on Tron. Growth was mainly on USDT and USDC on the Ethereum Networkwith USD 32,600 and 7,400 million dollars, respectively.
If seen from a broader prism, there are currently 65,000 million dollars expressed in Stablecoins that operate on the Ethereum network as a reserve in different exchanges, according to Cryptoquant data, a figure that has increased 74.2% compared to September 2022, as seen in the following graph:
In that order of ideas, and considering that the Stablecoins even have the total support of the US government, that scenario seen by Regan Bozman seems plausible. These cryptocurrencies, which are perceived as the entrance doors to the Bitcoin ecosystem, arrived and will not leave. Rather, it seems likely to be increasingly included in people’s day to day.