OSL Group's Strategic Pivot to Stablecoin Payments: A High-Growth Entry Point in Digital Finance Infrastructure

The global stablecoin market is undergoing a seismic shift, driven by the urgent need for faster, cheaper, and more transparent cross-border payments. At the forefront of this transformation is OSL Group, a Hong Kong-based digital asset infrastructure provider that has positioned itself as a critical player in the stablecoin ecosystem. With a 70% stablecoin trading share in 2025, a groundbreaking USDGO stablecoin launch in early 2026, and a regulatory footprint spanning over 50 global licenses, OSL is uniquely poised to capitalize on the $136 billion in Artemis-backed stablecoin volume recorded between 2023 and August 2025. For investors, this represents a rare opportunity to back a company that is not only adapting to the future of finance but actively shaping it.

A 70% Stablecoin Trading Share: OSL's Dominance in a High-Growth Market

OSL Group's dominance in stablecoin trading is no accident. As of 2025, stablecoin volume accounts for approximately 70% of total trading activity across its platforms, a figure that underscores its strategic focus on this asset class. This leadership is underpinned by OSL's ability to cater to both institutional and retail demand for stablecoins, particularly in cross-border transactions where speed and cost efficiency are paramount. The company's new business line, OSL Pay, has already generated HK$55.94 million in revenue in the first half of 2025, contributing 29% of total revenue, signaling strong traction in the payments segment.

USDGO: A Regulated Stablecoin for the Future

OSL's upcoming USDGO stablecoin, set to launch in early 2026, is a masterstroke in its strategy to dominate the regulated stablecoin space. USDGO is a U.S. dollar-backed stablecoin issued by Anchorage Digital, the first federally regulated crypto bank in the U.S., and distributed by OSL according to industry reports. Backed 1:1 by liquid U.S. dollar assets, including U.S. Treasuries, and operating under the GENIUS Act's regulatory framework, USDGO is designed to meet the stringent compliance demands of institutional clients while offering interoperability across blockchain networks like Solana as reported by industry sources. This product not only addresses the growing demand for trustless, regulated digital assets but also positions OSL as a bridge between traditional finance and decentralized infrastructure.

Regulatory Expansion: 50+ Licenses for Global Reach

OSL's aggressive regulatory expansion is a cornerstone of its growth strategy. As of 2025, the company holds or is applying for over 50 licenses and registrations across 10+ regions, including Hong Kong, Japan, Southeast Asia, Europe, Australia, North America, and Latin America. This global compliance network is critical for scaling its stablecoin and payments infrastructure, particularly in markets where regulatory clarity is still emerging. OSL's recent acquisitions-such as Japanese exchange CoinBest and Indonesian operator Evergreen Crest-further amplify its regional reach, while a $300 million equity financing round provides the capital to accelerate expansion.

Artemis-Backed $136B Volume: A Market in Hypergrowth

The Artemis-backed data paints a compelling picture of the stablecoin payments market's explosive growth. Between January 2023 and August 2025, stablecoin payments surged to $136 billion in settled volume, with an annualized run rate of $122 billion as of August 2025. This growth is driven by B2B transactions ($76 billion annualized), P2P payments ($19 billion), and card-linked settlements ($18 billion). Tether's USDT dominates the market (85% of volume), but the rise of regulated alternatives like USDGO could disrupt this dynamic by offering institutional-grade compliance as analysts suggest. OSL's existing infrastructure and regulatory expertise make it a natural beneficiary of this shift.

Investment Thesis: A High-Conviction Play

OSL Group's strategic pivot to stablecoin payments is a high-conviction investment opportunity for several reasons. First, its 70% stablecoin trading share and USDGO's launch position it to capture a significant portion of the $122 billion annualized market. Second, its 50+ global licenses ensure scalability in a fragmented regulatory landscape. Third, the Artemis-backed $136B volume validates the market's trajectory, with OSL's compliance-driven model aligning perfectly with institutional demand. For investors, acting now offers exposure to a company that is not only riding the wave of digital finance but building the rails for its next phase.