Bitwise CIO: DoorDash and Meta stablecoin pilots signal a path to $4 trillion supply by 2030

Bitwise CIO Matt Hougan told clients Tuesday that stablecoin supply could grow from roughly $302 billion today to $4 trillion by 2030 — and that early pilots by DoorDash and Meta are raising his confidence it happens. DoorDash is testing stablecoin payouts via Stripe for its 10 million Dashers across 40-plus countries; Meta is running similar creator payout programs in the Philippines and Colombia on Solana and Polygon.

Hougan was careful to note the dollar amounts are still small — "not a big deal" in relative terms. But he argued the pilots reveal the real stablecoin killer app: simplicity. One wallet address, no banking rails, no currency conversion — a structural advantage for any global platform managing millions of micropayments. Cost savings are secondary.

"I suspect all global tech companies with distributed gig workers will follow DoorDash and Meta on this path," Hougan…