Crypto industry insiders are speaking out again, and this time the information is indeed substantial. Solana co-founder Anatoly Yakovenko (online name: toly) recently made market predictions for 2026 that have garnered widespread attention—each of this creator’s forecasts often has practical implementation cases, and the logical depth of this prediction is particularly worth dissecting.

As a long-term observer of industry development, I’ve noticed that true major trends are often hidden within snippets of industry leaders’ viewpoints. Today, I want to analyze the logic behind toly’s latest prophecy and see which factors might change the market landscape over the next three years.

**Can the scale of stablecoins increase sixfold?**

toly’s core prediction is: by 2026, the global stablecoin market will surpass $1 trillion. The current market size is about $180 billion, which means nearly a sixfold increase is needed within two years. It may seem crazy at first glance, but from current trends, it’s not just empty talk.

**Institutional entry is already a certainty**

Actions by traditional financial giants best illustrate the point. JPMorgan has launched an institutional-grade token product on a certain public chain, and Citigroup has also hinted at issuing stablecoins during its earnings call. Leading domestic internet companies are applying for stablecoin licenses in international markets, competing for a piece of the cross-border payment market.

**Why a trillion-dollar scale?**

The answer points to the urgent need for cross-border payments. Merchants in emerging markets, to avoid high bank fees and lengthy transfer times, have widely adopted stablecoins as a daily transaction and settlement tool. This bottom-up market demand is driving the formation of a new global payment system.