OKG Research: If the "GENIUS Act" is successfully implemented at the federal level, it is optimistically expected that the annual capital flow of compliant stablecoins will exceed 800 billion dollars.

According to Techub News, a report by OKG Research indicates that if the "GENIUS Act" is successfully implemented at the federal level, the market share of compliant stablecoins is expected to rise from the current 28% to 40–55%, corresponding to an added market capitalization of approximately 60–150 billion USD. Meanwhile, stablecoins are expected to handle a total annual capital flow of 219–809 billion USD in five high-frequency financial scenarios, including cross-border payments, merchant acquisition settlement, and corporate treasury management. With its compliance advantages and infrastructure-first positioning, USDC is expected to achieve a market capitalization growth of 1.5–3 times. OKG Research believes that the opening of compliance pathways is accelerating the transformation of stablecoins from "encryption trading tools" to key settlement assets in global financial infrastructure.