Boston Consulting Group (BCG) on stablecoin payments

ahboyashreads (@ahboyashreads), May 19, 2026, 13:26 UTC

Boston Consulting Group (BCG) on stablecoin payments Of $62T in annual on-chain stablecoin volume, only $4.2T is economically meaningful after stripping out bots, protocol mechanics, and intermediary routing Real-economy payments (goods/services) are just $350-550B, or ~7% of total - the rest is trading, treasury positioning, and exchange plumbing B2B dominates real-economy flows (~40%, +65% YoY), followed by C2C remittances (~25%, +75%) and C2B (~25%); B2C is the laggard at ~10%. TRON still owns 60-80% of payment settlement via cheap USDT transfers, but its share dropped from 74% to 60% ac…

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