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Chronicles

The story behind the story

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Stablecoin operator Ripple raised $500M from Citadel, Fortress, and others at a $40B valuation and says payments made on its platform passed $95B so far in 2025

$500mn investment round underlines appetite for stablecoin payments sector  —  Ripple has raised $500mn from investors including …

Financial Times Nikou Asgari

Context & Ripple Effects

Ripple's latest financing follows its 2019 $200 million Series C at a $10 billion valuation, marking a much higher valuation benchmark for the company as it shifts its story toward stablecoin-based payments.

The company had previously outlined a dollar-backed stablecoin and, more recently, planned a $200 million acquisition of Rail, a platform focused on stablecoin payments. The new round and reported platform activity put capital behind that broader payments-stack strategy.

First-order effects

  • Ripple gains $500 million of new financing and a $40 billion valuation reference point from investors including Citadel and Fortress.
  • The reported $95 billion in 2025 platform payments gives Ripple a concrete operating-scale metric alongside the fundraise, rather than positioning the round solely as a token- or technology-led bet.

Second-order effects

  • The funding can strengthen Ripple's capacity to integrate and commercialize its planned Rail purchase, bringing greater attention to payment platforms that aggregate stablecoin transaction flows.
  • A higher valuation and disclosed payments metric raise the competitive bar for stablecoin-payment providers: rivals will face more pressure to demonstrate both transaction activity and a credible route to distribution.

Third-order effects

  • If financing continues to concentrate around operators with payment volume, stablecoin infrastructure could consolidate around firms that combine issuance, transaction rails, and regional regulatory access rather than standalone products.
  • The pattern points to private-market valuation increasingly resting on payments usage and deployable infrastructure; whether that persists will depend on whether reported platform volumes translate into durable customer adoption.

The trend: Stablecoin payments are evolving from a product category into a capital-intensive infrastructure market centered on transaction scale, distribution, and integrated rails.

Discussion

  • @ripple @ripple on x
    Swell 2025: We have closed a $500 million strategic investment at a $40 billion valuation, led by Fortress Investment Group and Citadel Securities: https://ripple.com/... → $95B+ in total Ripple Payments payment volume → $1B+ $RLUSD stablecoin market cap → 6 strategic
  • @bgarlinghouse Brad Garlinghouse on x
    2025, without a doubt, has been an incredible year for @Ripple, and a record year for crypto as a whole. Although we have a couple of months left, this announcement feels like the cherry on top of a mountain of good news: Today we announced a $500M investment in Ripple, from