Banks Unveil Blockchain Network as Stablecoin Payments Reach $33 Trillion

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Banks Unveil Blockchain Network as Stablecoin Payments Reach $33 Trillion Khac Phu Nguyen Tue, July 14, 2026 at 5:19 PM EDT 2 min read JPM BAC C WFC This article first appeared on GuruFocus . JPMorgan Chase ( NYSE:JPM ), Bank of America ( NYSE:BAC ), HSBC Holdings ( NYSE:HSBC ), Citigroup ( NYSE:C ), and Wells Fargo ( NYSE:WFC ), major global lenders, are working together on a shared network for tokenized bank deposits as stablecoins become a more visible competitive threat to traditional banking. The initiative will be operated by The Clearing House, a bank-owned payments network, and is designed to connect digital versions of commercial bank deposits through blockchain-based payment systems. Stablecoin transaction volumes increased 72% last year to approximately $33 trillion, according to Artemis Analytics, while Bloomberg Intelligence projects that payment flows could exceed $50 trillion by 2030. This growth suggests banks are no longer viewing stablecoins only as cryptocurrency trading instruments, as payment companies and financial institutions increasingly use them to transfer money more quickly and at lower cost. Warning! GuruFocus has detected 9 Warning Signs with JPM. Is JPM fairly valued? Test your thesis with our free DCF calculator. The Clearing House plans to launch the tokenized deposit network next year, with the goal of making separate bank-run digital money platforms interoperable and easier for customers to use across multiple institutions. JPMorgan, Citi, and Bank of New York Mellon ( NYSE:BNY ), a financial institution operating blockchain-based payment systems, already offer customers continuous digital payments, although transfers are generally limited to clients within each bank's own network. By connecting institutions that collectively hold trillions of dollars in deposits and serve tens of millions of customers, the new platform could significantly expand the reach of tokenized commercial bank money. The strongest demand is expected to come from wholesale payments, treasury operations, and liquidity management, while the network could also provide digital cash for settling tokenized securities. Investors may compare the initiative with Zelle, the shared person-to-person payment network created by banks to compete with services such as Venmo and which now processes more than $1 trillion in annual payments. However, the tokenized deposit project may face execution risks because dozens of competing institutions must agree on technology, governance, and commercial incentives while several similar networks are being developed. Swift, a global financial messaging network, said more than 17 banks are preparing to test cross-border tokenized payments, while Goldman Sachs (GS), Deutsche Bank ( NYSE:DB ), Bank of America, and Banco Santander, major banking groups, are separately exploring stablecoin-like digital money. PayPal Holdings ( NASDAQ:PYPL ), a digital payments company, has also achieved limited adoption with its PYUSD stablecoin, which has approximately $2.9 billion in circulation compared with roughly $184 billion for Tether's USDT and $73 billion for Circle's USDC. The banks' large customer bases, existing infrastructure, and regulatory standing may support adoption, but slow coordination and competition between overlapping projects could determine whether the initiative meaningfully protects deposits and payment revenues.

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