Analysis: If Citi's Prediction of a Stablecoin Supply Surge Comes True, Bitcoin Could Rise to $285,000 in 2030

According to a report from Coingape, Citibank predicts in its latest report that the total supply of stablecoins will grow to $1.6 trillion by 2030 in the baseline scenario and could reach $3.7 trillion in the optimistic scenario.

Analysis suggests that if Citigroup's prediction comes true and the regulatory momentum under Trump-era policies continues, Bitcoin is expected to enter a price discovery phase. Based on the historical ratio between stablecoin growth and BTC price appreciation—a 6.7 times growth in stablecoins could translate to a 3 to 5 times growth in Bitcoin. Bitcoin's price could reach $285,000 by 2030, with a more optimistic upper limit possibly approaching $475,000 per coin.

Even under conservative assumptions (i.e., only 25% of the stablecoin growth shifts to Bitcoin), Bitcoin could still grow by 200% to 250% from current levels, with a predicted price increase to between $190,000 and $237,500 by 2030.