The broker said lower interest rates could squeeze Circle’s revenue, but rising USDC adoption and operating leverage should keep profits on track.
USYC, Circle’s tokenized money market fund, is currently the fifth largest offering in the rapidly growing $8 billion tokenized treasuries sector.
Swiss liquidity provider Arf, powered by Huma Finance's PayFi network, aims to make cross-border stablecoin settlements faster and more capital-efficient.
Circle is positioned to benefit from surging stablecoin adoption and supportive regulation, but the company’s valuation already reflects much of the upside.
The bank's analysts said the GENIUS Act has fueled a 42% jump in stablecoin growth this year, with Circle’s USDC chipping away at Tether’s dominance.
The deal marks the first collaboration between a major European exchange operator and a global stablecoin issuer, the companies said.
Stablecoins, the fastest-growing part of digital finance and crypto, will only fully succeed if regulators match their borderless design with cross-border collaboration, argues Patrick Hansen, the Senior Director of Strategy & Policy at Circle.
Platforms like M^0 and Agora are addressing the issue by allowing stablecoin infrastructure to be built to route yield to applications or directly to end users.
The stablecoin market has surged to a record high, crossing the $300 billion milestone after months of steady expansion in 2025. Data from CoinMarketCap shows that the total supply now stands at $307 billion, cementing stablecoins as one of the fastest-growing segments of the crypto sector. Other data providers confirm the upward trajectory, though with […]
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Circle is "thinking through ... whether or not there's the possibility of reversibility of transactions," President Heath Tarbert said in an interview
Without significant expansion, the new wave of stablecoin launches may simply redistribute market share rather than grow the pie, said the bank.
Circle has rolled out native USDC and its upgraded Cross-Chain Transfer Protocol (CCTP v2) on Hyperliquid’s HyperEVM network. Announced on Sept. 16, the integration allows HyperEVM users to transfer USDC across over a dozen supported networks. The move also lowers the barriers for developers, traders, and service providers seeking smoother cross-chain movement of digital dollars. […]
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Stablecoin issuer Circle appears set to deepen its role in decentralized finance by preparing a native launch of USD Coin (USDC) on Hyperliquid’s Layer 1 chain, HyperEVM. On Sept. 12, blockchain researcher MLM Blockchain flagged test transactions involving USDC on HyperEVM’s mainnet, suggesting that a native deployment could roll out in the coming weeks. Adding […]
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The sharp moves happened amid a relatively muted action in the broader crypto market, with bitcoin modestly up above $114,000.
USDC supply has surged to $72.5 billion, 25% ahead of Bernstein’s 2025 estimates.
Christian Catalini warns that corporate-led blockchains like Stripe’s Tempo and Circle’s Arc risk repeating the compromises that doomed Libra’s open vision.
A proprietary stablecoin could reduce Hyperliquid's dependency on USDC and potentially capture a part of the revenues from reserve assets.
The stablecoin network is designed to provide higher efficiency and lower risk than currently exists when providers use more fragmented and disperse systems.
Integrating USDC into Finastra’s payments hub aims to cut costs and speed up international transfers.
In separate meetings, executives from Shinhan, Hana, KB Financial and Woori Bank will explore the role of dollar-pegged and won-pegged stablecoins in the country.
Stablecoins used in the settlement include dollar- and euro-pegged tokens of Circle, Paxos, PayPal, Ripple and Societe Generale, among others.
Bernstein reiterated its outperform rating on Robinhood and lifted its price target on the stock to $160 from $105.
Bernstein raised its price targets for Coinbase, Robinhood and Circle, saying policy tailwinds and surging volumes could push the bull market into 2027.
The USDC stablecoin issuer last week said it is building its own blockchain focused on stablecoin finances.
Firms aim to own their settlement rails to boost efficiency, compliance and revenue from digital asset payments, analysts said.
The price is more than quadruple the June IPO price of $31 when the company debuted on the New York Stock Exchange.
Bullish priced its NYSE IPO above range at $37, raising $1.11 billion at a $5.41 billion as crypto firms flock toward public markets under Trump.
Circle Internet Financial, the issuer of the USDC stablecoin, has seen its newly listed stock, CRCL, gain 5% on Tuesday after reporting robust revenue figures in the second quarter of the year following its initial public offering (IPO). USDC Circulation Soars 90% Year-Over-Year The uptick in Circle’s CRCL stock toward the $164 mark on Tuesday, comes on the heels of the recently passed GENIUS Act in both Congress and House of Representatives, which has spurred increased attention towards stablecoins and their applications in the financial market. According to Chief Financial Officer (CFO) Jeremy Fox-Geen, the company is witnessing a surge in institutional interest, stating, “After our IPO and the Genius Act, we’re seeing an acceleration of interest, with major institutions all leaning in.” Related Reading: Bitcoin 4-Year Rhythm Fades Out As Fresh Market Forces Emerge: Expert Three weeks ago, President Donald Trump signed the country’s first crypto bill into law. The bill aims to establish a new regulatory framework for dollar-pegged cryptocurrencies. As a result, major companies and US banks have shown increased interest in these assets, potentially including them in their financial operations, which could significantly improve, given the low cost and speed of stablecoin transactions. As of June 30, the amount of USDC in circulation had skyrocketed by 90% compared to the same time last year, and Circle anticipates sustained growth at a compounded annual rate of 40%. The USDC stablecoin is also gaining traction not only for its use in digital transactions but also for cross-border remittances between individuals and businesses, as noted by CEO Jeremy Allaire. Circle Reports 53% Revenue Growth Circle reported a significant year-over-year revenue increase of 53%, reaching $658 million. According to Reuters, this growth was largely driven by increased interest income generated from the cash reserves and short-term investments backing its USDC stablecoins. Additionally, revenue from subscription and service offerings from the stablecoin issuer’s platform also saw an uptick, surpassing analysts’ expectations of $644.7 million, as compiled by LSEG. However, the company did report a net loss of $482 million, primarily attributed to non-cash charges associated with its initial public offering. Related Reading: Market Expert Says Sell All Ethereum By October, Here’s Why Circle also announced plans to launch Arc, a public blockchain specifically designed for stablecoin transactions, this fall, as part of the firm’s strategy to develop the technological infrastructure necessary for digital payments. David Bartosiak, a stock strategist at Zacks Investment Research, commented on Circle’s goals, stating, “They’re really trying to become the pillar of stablecoins in the US” He emphasized that the company’s established reputation positions it as a trusted player in this emerging market. Despite the rise in its stock price, CEO Allaire indicated that Circle is taking a cautious approach regarding acquisitions. “We’re careful and deliberate. I don’t think our strategy here is to go try and do big, complex acquisitions to throw additional business lines,” he remarked. Featured image from DALL-E, chart from TradingView.com
Coming roughly two months after the company's blazing stock market debut, insiders are accounting for 8 million of the 10 million shares being sold.
USDC stablecoin issuer Circle has announced plans to launch Arc, its own enterprise-focused Layer 1 blockchain, according to an Aug. 12 statement. According to the firm: “Arc aims to establish itself as foundational infrastructure for regulated money movement, supporting a globally distributed financial system.” Circle said Arc will integrate fully with its existing platform while […]
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