By Itxaso del Palacio and Thomas Diehl

Today, we’re incredibly excited to announce our investment in OpenTrade, investing in their Seed extension of $7m alongside US-based Mercury. OpenTrade allows fintechs building stablecoin-based financial services to extend the value of their digital dollar balances and products by adding the option to earn interest, fully backed by high-quality ‘real world’ financial assets - completely embedded in existing apps/user journeys and integrated into their systems and back-office operations.

The Stablecoin market has continued to experience significant growth over the last year, with the market cap of Stablecoins now worth over $240bn and over $27T worth of Stablecoins transacted in 2024, demonstrating a continued strong institutional and user adoption. In short, Stablecoins are a force to be reckoned with.

Although the Stablecoin ecosystem has matured to match the increased adoption, a significant gap remains in offering yield-bearing products as traditional Stablecoins don’t offer yields to their holders, and decentralised finance (DeFi) projects that have emerged carry inherent risks that limit their adoption. Lastly, complex regulatory frameworks add another layer of complexity which further explain that product gap. 

That’s where OpenTrade steps in. Founded in 2022, OpenTrade built an impressive full-stack platform that combines technology, blockchain protocols, APIs, legal frameworks, and custody infrastructure, as well as developed strong institutional partnerships with financial powerhouses such as BlackRock, Barclays, and Fidelity, allowing FinTech companies to easily power stablecoin yield products for their users

Since launching its product approximately a year ago, OpenTrade has achieved exceptional month-on-month growth. The platform has facilitated significant transaction volumes and delivered meaningful KPI improvements for its customers, including some of the fastest-growing fintechs in the world, such as increased deposits, enhanced user value, and stronger customer retention.

At Notion, we have deep experience backing traditional fintech infrastructure companies, having partnered with leading players such as Currencycloud, Paddle, GoCardless, and Griffin. These businesses operate at the core of B2B and B2B2C fintech, providing mission-critical infrastructure that powers global financial services. Through these investments, we've developed a strong understanding of how to build and scale fintech infrastructure, particularly in go-to-market execution. This experience puts us in a strong position to support OpenTrade as it builds and scales its B2B GTM strategy.

We are extremely excited to partner with Dave Jeff and the entire OpenTrade team as they address a critical challenge in the stablecoin infrastructure ecosystem. Thank you to Samantha Lewis from Mercury and to Jay Wilson from AlbionVC for their help throughout the process. We are incredibly excited to be working with you on this one. 

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A note from the founders:

"We chose to partner with Notion Capital because of their deep expertise in B2B SaaS, which aligns perfectly with our mission to build institutional-grade financial infrastructure for the stablecoin economy.

Their exceptional track record of backing category-defining companies, combined with the scale and strength of their fund, gives us the long-term capital and strategic support needed to grow ambitiously and sustainably.

Just as important, the Notion team stood out for their insight, commitment, and the kind of partnership mentality that every founder hopes to find - we’re incredibly excited to build alongside them."

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