The Strategic Case for Investing in VelaFi's Stablecoin Infrastructure Expansion

The global financial landscape is undergoing a seismic shift as stablecoins emerge as a cornerstone of cross-border payments. With annual stablecoin settlement volumes projected to reach $25–30 trillion by 2025, the market is outpacing legacy systems like SWIFT and correspondent banking in speed, cost efficiency, and scalability. At the forefront of this transformation is VelaFi, a stablecoin-powered financial infrastructure provider that is strategically positioned to capture a significant share of this burgeoning market. By leveraging regulatory alignment, technological innovation, and strategic partnerships, VelaFi is not merely participating in the stablecoin revolution-it is accelerating it.

A Market in Motion: The $25–30 Trillion Opportunity

Stablecoins have already demonstrated their disruptive potential. In 2025, global stablecoin transaction volumes surged to $9 trillion, with cross-border settlements accounting for a substantial portion of this growth. By Q4 2025, on-chain stablecoin activity alone reached $11 trillion, reflecting a 21% quarterly increase. These figures underscore a critical trend: stablecoins are no longer speculative assets but foundational infrastructure for global finance.

The cross-border payments sector, in particular, is ripe for disruption. Traditional systems are plagued by inefficiencies-settlement delays, high fees, and fragmented liquidity-while stablecoins offer T+0 settlement, transparent FX conversion, and real-time reconciliation according to Fireblocks' analysis. For instance, in Latin America, where 71% of institutions use stablecoins for cross-border payments (compared to a global average of 49%), the B2B cross-border market is projected to grow to $57 billion by 2030. This regional demand, coupled with global adoption, creates a $25–30 trillion annual opportunity for platforms like VelaFi.

VelaFi's Strategic Infrastructure: Bridging Legacy and Innovation

VelaFi's value proposition lies in its ability to harmonize traditional banking systems with blockchain-based stablecoin protocols. The company's platform integrates local banking rails, cross-border payment networks, and major stablecoin protocols (e.g., USDC, EURC), enabling enterprises to move funds across markets at a fraction of the cost and time of legacy systems. This hybrid approach addresses a critical pain point: while 86% of firms report infrastructure readiness for stablecoin adoption, many lack the tools to operationalize it at scale.

VelaFi's recent $20 million Series B funding round, led by XVC and Ikuyo, underscores its strategic expansion into the U.S., Asia, and Latin America. The capital is being deployed to deepen its presence in high-growth corridors, such as Mexico, Brazil, and Japan, where it has partnered with Noah, a leading stablecoin payment network, to offer real-time B2B settlements. This collaboration grants VelaFi access to over 70 international payment corridors, positioning it to capitalize on the $57 billion Latin American B2B cross-border market.

Regulatory Alignment: A Catalyst for Institutional Adoption

Regulatory clarity has been a key driver of stablecoin adoption in 2025. The U.S. GENIUS Act, the EU's MiCA framework, and Hong Kong's Stablecoins Ordinance have established robust guardrails for stablecoin issuance and usage, fostering institutional confidence. VelaFi's expansion into Japan as a co-organizer of the Stablecoin Settlement Association further demonstrates its alignment with global regulatory standards according to Morningstar. This proactive approach is critical: 90% of firms cite regulatory clarity as a key catalyst for stablecoin adoption.

Japan's recent launch of JPYC, its first locally denominated stablecoin, and Australia's draft legislation highlight the growing institutional-grade oversight of stablecoins. VelaFi's infrastructure is designed to comply with these evolving frameworks, ensuring that its clients can navigate regulatory complexities while leveraging stablecoin efficiency.

Financials and Market Position: A Compelling Investment Thesis

While VelaFi's exact market share remains undisclosed, its growth metrics and strategic positioning paint a compelling picture. The company has already processed billions of dollars in payment volume across enterprise clients, with a focus on reducing settlement delays. Its platform's ability to handle multi-currency accounts, FX services, and secure asset management positions it as a one-stop solution for global enterprises according to Rutland Herald.

The broader market dynamics further strengthen the investment case. Stablecoin-based settlements are estimated to support $25–30 trillion in annual transaction volume, rivaling traditional payment giants like Visa and PayPal. With 88% of firms in North America viewing upcoming stablecoin regulations favorably, and Latin America leading in real-world implementation, VelaFi's geographic and sectoral focus aligns perfectly with high-growth corridors.

Conclusion: Capturing the Future of Global Payments

VelaFi's expansion into regulated, cross-border stablecoin infrastructure is not just a response to market trends-it is a strategic bet on the future of finance. By bridging legacy systems with blockchain innovation, aligning with global regulatory frameworks, and targeting high-growth regions like Latin America and Asia, VelaFi is poised to capture a significant share of the $25–30 trillion stablecoin settlement market. For investors, this represents a rare opportunity to back a platform that is not only riding the wave of disruption but actively shaping it.