emerging
Crypto’s Mainstream Baby Steps
Crypto is gaining traction in the mainstream, with increased executive interest and strategic partnerships by payment leaders.
Timeframe
near-term
Subcategories
Impact areas
Detailed Analysis
Crypto is returning to the forefront of executive conversations, with increased mentions on earnings calls. "Crypto has returned to the conversation for executives," the report notes. Payment leaders like Visa, Mastercard, and PayPal are showing increased interest, forming strategic partnerships and investments in the space. Stablecoins are a particular bright spot, evidenced by Stripe's $1.1B acquisition of Bridge, the largest crypto acquisition ever.
Context Signals
Increased mentions of crypto on earnings calls
Partnerships between payment networks and crypto companies
Immaturity of the broader blockchain sector compared to AI
Edge
Integration of crypto payments into everyday applications will be key for mass adoption.
Central bank digital currencies (CBDCs) could further accelerate the integration of crypto into the financial system.
Regulatory clarity and security improvements will be essential for building trust and driving wider adoption.
