Payments powerhouse Stripe has declared what it calls a “stablecoin summer” after its stablecoin division, Bridge, saw transaction volumes more than quadruple in 2025. The announcement comes as part of the company’s annual founders’ letter highlighting strong growth in digital payments and crypto-related services despite broader market volatility.
Stablecoin Growth Defies Crypto Market Weakness
Stripe reported that Bridge, the stablecoin orchestration platform it acquired in 2024, saw its transaction volume increase over fourfold last year, signaling rising adoption of stablecoins for real-world payments and business transactions. The company characterized this shift as a “stablecoin summer” — a period of robust utility and uptake even amid a so-called crypto winter.
In addition to Bridge’s rapid growth, Stripe’s annual letter noted that stablecoin payment volumes doubled to around $400 billion in 2025, with approximately 60 % tied to business-to-business usage. This trend reflects enterprises increasingly turning to digital dollars for efficiency in cross-border payments and programmable settlement solutions.
Stripe’s Broader Performance and Strategy
The surge in stablecoin activity coincides with a broader uptick in Stripe’s business performance. In 2025, the company generated $1.9 trillion in total payment volume, a 34 % increase from the previous year, and announced a tender offervaluing the firm at around $159 billion — up sharply from prior years. The stablecoin narrative was a key focus of the founders’ annual letter, emphasizing utility-driven demand rather than speculative interest.
Stripe’s co-founders, John and Patrick Collison, said that while traditional cryptocurrency markets face softness, stablecoin usage is gaining traction due to its practical advantages for payments and settlement. “Stablecoin payments are advancing quietly and inexorably as real-world uptake continues apace,” they wrote.
Expanding Crypto Infrastructure: Tempo and Beyond
Beyond Bridge, Stripe is pushing deeper into digital finance infrastructure. It co-developed Tempo, a payments-focused blockchain with crypto investment partner Paradigm, which entered public testnet in late 2025 and is expected to approach mainnet launch soon. Major companies including Visa, Nubank and Shopify are already testing use cases like global payouts and remittances on the network.
The emphasis on stablecoins aligns with Stripe’s broader strategy to integrate programmable financial tools and on-chain settlement into its core payments ecosystem, potentially reshaping how value moves globally in both consumer and enterprise contexts.
Market and Industry Impact
Stripe’s strong stablecoin growth reflects an industry-wide shift toward stable, programmable digital assets as alternatives to traditional settlement rails. Market analysts point to stablecoins’ ability to reduce cross-border frictions and costs — characteristics that resonate with large enterprises and global platforms seeking scalable, real-time payment solutions.
As regulatory clarity continues to evolve and enterprise demand rises, Stripe’s positioning and Bridge’s strong performance may signal widening acceptance of stablecoins beyond crypto-native users — potentially anchoring them as mainstream financial plumbing in the years ahead.
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