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Stock impact report

Stablecoin Crypto Supply Hits $315B in Q1 as USDC Gains, USDT Slips [Yahoo! Finance]

Mastercard Incorporated (MA) 
Last mastercard incorporated earnings: 4/29 08:00 am Check Earnings Report
Company Research Source: Yahoo! Finance
The headline figure masks a sharper story underneath: USDC is taking ground from USDT, and the gap is closing faster than most market participants expected. USDC supply surged 220% since late 2023 to approximately $78 billion, driven by institutional B2B settlement, payroll infrastructure, and programmatic payment rails built by Visa and Stripe. USDT, still the dominant issuer by raw supply, saw its share slip – a divergence CEX.IO flagged as one of the quarter's defining market dynamics. Key Takeaways: Total stablecoin supply hit a record $315B in Q1 2026, up ~$8B QoQ – the slowest growth since Q4 2023, but still expansion during a market contraction. Stablecoins accounted for 75% of total crypto trading volume in Q1 – the highest share on record. Total stablecoin transaction volume topped $28 trillion, exceeding Visa and Mastercard combined. USDC supply surged 220% since late 2023 to ~$78B; USDT's market share slipped amid the divergence. Retail-sized transfers fell Show less Read more
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