I do think Stripe's main business could be if we're sitting here in five years, Chamath could be sitting on $300 billion and getting whatever it is three, 4 or 5% on some coupon, right? They could be making ten, $20 billion in pure profit if they have a stablecoin out there that gets widely adopted.View on YouTube
As of November 30, 2025, it is far too early to know whether Stripe’s main business will be managing roughly $300B of stablecoin float and earning $10–20B per year by around 2030. The timeline of the prediction is ~5 years after the March 2025 episode, so the target date (~2030) has not yet arrived. In the meantime, Stripe has launched stablecoin-based financial accounts in over 100 countries and supports USDC and its own USDB stablecoin, and has processed on the order of $100M in USDC transfers—far below a $300B float. (cointelegraph.com) The entire stablecoin market only recently surpassed about $300B in total supply across all issuers, further underscoring that there is still significant runway before we could evaluate whether Stripe alone reaches that scale. (axios.com) Because the forecast horizon has not elapsed and current data neither confirms nor definitively rules out the scenario, the prediction must be judged as inconclusive for now.