Goldsky Research
The Fintech Guide to Stablecoin Data Infrastructure
Stablecoins became payment rails. This report covers the data infrastructure they run on, with original analysis measured directly from eight chains.
What's inside
The market in payments terms: circulating supply, adjusted transfer volume, and which incumbents are already shipping
Original on-chain analysis across eight rails: Ethereum, Base, Arbitrum, Optimism, Polygon, BNB Chain, Tron, and Solana
What it takes to read chain data reliably: address poisoning, dust, reorgs, finality, and reconciliation
Build vs. buy: the engineering time, headcount, and maintenance burden behind each path
Written for product, engineering, and innovation leaders at fintechs, banks, and payment platforms.
Solana
Polymarket
Ethereum
HyperEVM
Plasma
Tempo
Base
Bitcoin
Polygon
Unichain