Major global companies’ interest in stablecoin payouts to give a boost to the segment

This could drive stablecoin supply to $4 trn by 2030, according to Bitwise’s Matt Hougan

Stablecoins make payouts easier. No need for banking infrastructure. Just a wallet address. That simplicity is reportedly what attracts the likes of DoorDash and Uber to test stablecoin payouts and could drive a more-than-10-fold increase in the stablecoin segment over the next few years.

DoorDash is currently partnering with Stripe to trial payments in stablecoins for its 10 mln delivery riders across more than 40 countries, the Block reported, quoting Bitwise CIO Matt Hogan. Meanwhile, Meta is launching similar payment programmes for content creators in the Philippines and Colombia, using the Solana and Polygon blockchains. By doing that, the company is targeting the global creator economy, which numbers around 200 mln participants.

According to Hougan, payouts could become a “killer app” for stablecoins - thanks to low costs and simplicity: a single wallet address, no reliance on banking infrastructure, and the ability to manage millions of small cross-border payments without the need for currency conversions.

Interest in stablecoins on the rise

Other major companies have also expressed interest in stablecoin payments over the last year or so. Last year, Shopify partnered with Coinbase and Stripe to enable merchants to accept USDC payments directly through Shopify Payments, allowing users to pay with stablecoins while merchants can automatically receive local currency or keep USDC.

Meanwhile, Uber said the company was in the “study phase” of evaluating stablecoins as a way to simplify global money movement and reduce cross-border payment costs. Uber reportedly sees stablecoins as a potentially faster and cheaper alternative to traditional international banking rails for a business operating across dozens of countries.

More than 10-fold growth predicted

The adoption of stablecoins for payout schemes by major global corporations could push stablecoin supply to $4 trn by 2030, from around $300 bln today, Hougan predicted.

"I suspect all global tech companies with distributed gig workers will follow DoorDash and Meta on this path," he was quoted as saying by The Block. "In the process, they'd help bring millions of users into the crypto ecosystem."

No need to reinvent the wheel

One suggestion for traditional companies eager to embrace stablecoins and other crypto: consider leveraging existing DeFi infrastructure rather than building solutions from scratch.

Sergej Kunz, 1inch co-founder, mentioned this idea during EthCC 2026 in Cannes last month.

He stressed that the rails are already laid in DeFi, the liquidity is deep, and the technology is already mature and production-grade.

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