In 2025, the convergence of Data Availability Tokens (DATs) and regulated stablecoins is fundamentally reshaping how value and data move across enterprise systems. This shift is altering the landscape for corporate treasuries, settlement providers, and data platforms as these tokenized rails gain significant traction.
DAT Adoption and Data Infrastructure
Corporations are increasingly adopting DATs to tokenize assets and manage services that handle large datasets. The main use cases are emerging in real world assets, artificial intelligence, gaming, and decentralized physical infrastructure networks (DePIN). This infrastructure relies on specialized data availability layers to function.
A DAT is a token that represents a data asset or service on a blockchain, enabling applications to trade or monetize that data directly. Projects that require transparent pricing and live data feeds are increasingly selecting DATs as their default, which helps align incentives for both data producers and consumers. As these workloads scale, the infrastructure and cloud vendors supporting them are becoming critical nodes that underpin the reliability and throughput of enterprise data flows.
Stablecoin Growth, Regulation and Market Impact
Stablecoins are now handling substantial transaction volumes, with monthly flows recorded above $450 billion in 2024. The total stablecoin market has grown to approximately $255 billion as of June 2025. Dollar-denominated tokens continue to dominate, with USDT holding about 65% of the supply and USDC near 20%, reinforcing the role of dollar liquidity in tokenized payments.
A key regulatory development, the GENIUS Act signed on July 18, 2025, has provided crucial clarity. It mandates one-to-one reserves and grants coin holders priority in bankruptcy. By enforcing conservative reserve management and clarifying creditor rights, this rule enables regulated issuers to integrate with traditional payment rails and banks, supporting broader adoption.
This rising payment volume is strengthening tokenized rails and attracting large merchants into testing and live acceptance. The liquidity depth and settlement speed of stablecoins are drawing significant interest from major platforms, expanding the use of everyday stablecoin payments across retail and online commerce.
However, instant and irreversible stablecoin payments also elevate exposure to fraud and operational risk. This is pushing firms to implement stricter liquidity and custody controls. While the GENIUS Act aims to mitigate some risks through reserve rules, successful enterprise adoption still hinges on robust internal controls, real-time monitoring, and clear policies for handling payment disputes.
Concurrently, corporate treasury management is evolving. A growing number of public companies are adding Bitcoin to their balance sheets, with more than 35 firms now holding at least 1,000 BTC. This trend, coupled with a reported 35% jump in institutional Bitcoin investment in Q2 2025, is reshaping how treasuries manage risk and allocate liquidity alongside tokenized assets.
Next Milestone
The immediate focus is on the live rollout of the GENIUS Act and the connection of large merchants and infrastructure providers to these new payment rails. For treasuries and traders, the priority shifts to refining liquidity management, strengthening custody solutions, and updating risk frameworks for tokenized assets as volumes and counterparties scale.
The practical implication is clear: DATs and regulated stablecoins are converging into core enterprise infrastructure. Firms that proactively align their strategies for data monetization, payment compliance, and treasury risk today will be best positioned as tokenized finance becomes standard operating procedure.
