Confirmo, the stablecoin payment infrastructure provider, has launched Subscribe, a recurring billing product that enables enterprise merchants to collect stablecoin payments from customers on an automated, scheduled basis. The product launches with support for USDC, issued by Circle, and USDG, issued by Paxos, and is built on Solana and Polygon.
The release positions Subscribe as the first stablecoin subscription product to support both exchange accounts and self-custody wallets, with integration across more than 700 wallets via WalletConnect. Confirmo says subscription plans are priced in US dollars to remove volatility exposure for merchants, with stablecoin settlement handling the underlying transfer.
FTMO, a proprietary trading firm and long-term Confirmo customer, served as design partner during development. Milan Flosman, head of finance operations at FTMO, said: “Subscribe will give us something that didn’t exist before: a way to run automated, recurring stablecoin billing without building it ourselves. We’re not just looking to accept a new payment method; we’re preparing to launch a new payment model entirely.”
Why subscription billing matters for stablecoin infrastructure
The failed-payment problem in traditional subscription billing is a genuine commercial pain point. Card-based recurring payments suffer from declines caused by expired cards, insufficient funds and issuer-level friction, each of which contributes to involuntary churn. Stablecoin pull payments, where a customer pre-authorises a wallet to release funds on a billing date, sidestep the card network entirely and reduce cross-border conversion costs. For merchants serving international subscribers, the unit economics case is credible.
Confirmo points to a Juniper Research estimate that the global subscription economy will reach $1.2 trillion by 2030, and cites Triple-A data showing 700 million people, approximately 8.5 per cent of the global population, now hold digital assets. These are addressable-market figures rather than revenue projections, but they frame the scale of the commercial opportunity Confirmo is targeting.
The “first stablecoin subscription product” claim covering both exchange accounts and self-custody wallets is unverified by a named third party. Confirmo is competing in a nascent segment: stablecoin commerce infrastructure is developing rapidly, with several providers building payment and settlement rails for B2B and B2C use cases, though fully automated consumer-facing subscription billing with broad wallet support remains less mature than single-transaction stablecoin payments.
Regulatory and infrastructure read-across
The regulatory environment for stablecoin payments is sharpening. In the US, federal stablecoin legislation advanced through Congress in mid-2025, and both USDC and USDG are issued by entities operating under regulatory frameworks, which gives enterprise merchants a degree of issuer counterparty clarity. In the EU, the Markets in Crypto-Assets regulation has established a licensing regime for asset-referenced tokens and e-money tokens, though the commercial stablecoin market remains heavily dollar-denominated.
Paxos serves as Confirmo’s US infrastructure partner across stablecoin infrastructure and market access, which adds a layer of regulated issuer alignment to the product. The use of Solana and Polygon as settlement layers reflects a practical infrastructure choice: both chains offer low transaction costs and high throughput, which matter at subscription billing volumes.
The immediate milestones to watch are named enterprise merchant sign-ups beyond FTMO and any indication of pricing relative to card-based alternatives.
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