Visa Reports Quadrupling of Stablecoin Card Spending Amid Crypto Integration Push

Visa's fiscal fourth-quarter earnings surpassed expectations with a 12% revenue increase, setting the stage for projected low double-digit growth in fiscal 2026. The payments giant revealed that consumer spending through stablecoin-linked Visa cards surged fourfold year-over-year, underscoring accelerating cryptocurrency adoption.

The company now supports 130+ stablecoin card programs across 40 countries, with recent additions of four stablecoins interoperable across four blockchain networks. These digital assets can be converted into more than 25 fiat currencies, reflecting Visa's deepening infrastructure for hybrid financial systems.

Since 2020, Visa has processed over $140 billion in cryptocurrency and stablecoin transactions. Its Visa Direct service maintains remarkable momentum, growing at approximately 50% annually since 2016. Analysts attribute the strong performance to easing year-over-year comparisons and conservative prior guidance that created room for upside surprises.