Goldman Sachs predicts a $77 billion growth in USDC amid a stablecoin gold rush. The bank argues that payments represent the most obvious path for growth, with current stablecoin activity concentrated in crypto trading and dollar exposure outside the U.S. The global stablecoin market, valued at $271 billion, is dominated by Tether's USDT, but Circle's USDC is expected to benefit from recent US legislation and a potentially crypto-friendly Trump administration. Goldman projects that Circle's USDC could grow by $77 billion between 2024 and 2027, representing a compound annual growth rate of around 40%. Visa sizes the addressable market for payments at $240 trillion in annual payment volume, with consumer payments representing $40 trillion of annual spending. The GENIUS Act unlocks stablecoins' potential, set to drive trillions in US Treasury demand.