circle

Circle nearly doubles its revenue outlook: did USDC suddenly break out?
In Circle’s latest earnings report, there’s a truly eye-catching figure:
For 2026, the “other revenue” guidance has been raised from the original $150–$170 million to $310–$330 million.
But don’t jump to the conclusion that the USDC business has doubled overnight.
The company itself notes that the new guidance includes already-confirmed Arc token presale revenue.
The real underlying USDC base is another set of numbers:
Q2 circulating supply was $73.3 billion, up 19% year over year; on-chain transaction volume was $1.48 trillion, up 151% year over year; total revenue and reserve revenue was $701 million, up 7%.
One-sentence translation:
Circle is no longer trying to rely only on “earning interest from holding USDC reserves,” and instead is attempting to build a financial infrastructure by combining stablecoins, the Arc chain, payments, custody, and AI agent payments.
That’s the part worth paying attention to.
But if you only look at “guidance doubling” and think the core business suddenly doubled as well, you’ll end up misreading the report.
#USDC #Circle #稳定币

#bstockscis @BinanceCIS What if, instead of cryptocurrency, you buy shares in a company that is directly connected to the crypto industry?
That’s why I’m interested in $CRCLB - Circle. It’s the company behind $USDC , one of the largest stablecoins in the crypto market.
So it’s a rather unusual combo: via Binance you can buy bStock associated with a company from the traditional financial market, but whose business is directly tied to cryptocurrencies.
I think for Binance users this is one of the clearest examples of why bStocks are needed in the first place.
You don’t have to choose between stocks and crypto. You can hold crypto assets and at the same time keep an eye on the companies that are developing the crypto industry itself.
At the same time, CRCLB trades 24/7, is bought with USDT, and is available in the bStock format.
Personally, I find companies like these more interesting than just well-known brands—there’s a direct link to the market we use every day. #CRCLB #Circle #Binance

$CRCL 71.5, it dropped another 4.5%. I stared at this number for a long time—my head was full of conspiracy theories—but this time, it’s probably me overthinking it. It’s just that after the volatility in US AI stocks exceeded BTC, funds are looking for a safer exit.

TD Cowen raised its target price from a single-digit figure to $87 and maintained its Buy rating. Virtus’ fund portfolio update also included it. Institutional moves are pretty consistent.

But the market won’t buy it—trading volume is $97 million, and liquidity is still decent, but the direction is still down. Put simply, $CRCL is a stablecoin issuer, and its correlation is higher with Nasdaq tech stocks than with BTC—by itself, that’s pretty dark humor.

If you’re trying to catch the bottom, wait a bit longer. Let it break below $70 first. This pullback isn’t over yet.

#Circle

🚀 $CRCL (Circle) — The Next Silent Giant in the Market?
The company behind USDC, Circle (CRCL), is rapidly benefiting from growing institutional adoption and the expanding stablecoin ecosystem. Technically, the chart remains strong, with price trading above all major moving averages, RSI showing solid momentum, and buyers firmly in control.
📈 Why I'm Watching CRCL Closely: ✅ Strong exposure to the booming stablecoin sector
✅ Solid business fundamentals
✅ Bullish market structure
✅ A breakout above $73.35 could trigger the next major leg higher
🎯 If momentum continues, CRCL has the potential to become one of the market's standout performers over the coming months.
⚠️ Always manage risk and use proper stop-loss levels. Opportunities create profits, but discipline protects them.

💬 What's your target for CRCL in the next 6 months — $100 or $150 first?

#CRCL #Circle #USDC

My mom just called to催 me to go meet someone this weekend. I said “yeah yeah” with my mouth, but my hands are still scrolling through cirBTC. Honestly, I’m really grateful.
To put it plainly, this is Circle taking Bitcoin and turning it into an Ethereum-based token. They let qualified institutions mint and redeem it.

It’s not something that only popped up in August.
It’s been live on Ethereum since June 8, but liquidity is still pretty low. The latest number is only around 40 tokens, and there are just 11 holding addresses.

So the real point of this news isn’t “a new coin is here.”
It’s that Circle has also entered the game of tokenizing BTC—though we’re still in a very early stage. It’s so early it’s like they’ve just set up the show apartment, but nobody’s really moved in yet.

Truth be told, the name “Circle” itself carries weight.
The whole USDC compliance image makes many institutions feel a little less psychological burden about cirBTC—this part, I admit.

But I’m still leaning toward observing for now.
The reason is simple: no matter how big the name is, when circulation is only 40 tokens, discussion can fly off the charts, but real usage hasn’t caught up yet.

And the current market situation—$BTC —also isn’t exactly easy.
Spot is around $63,640. In the past 24 hours it’s down only 0.72%. It doesn’t look like much, but contract trading volume is about 10 times spot. Even I, sitting alone at my vanity, find it exhausting just watching these numbers 😅

At times like this, a lot of news gets used as fuel for people’s emotions.
But with cirBTC at this scale, in the short term it’s more like “direction confirmation,” not “changing the whole landscape immediately.”

I’ll treat it as a point to watch.
If later the supply slowly expands, more networks get connected, and institutions truly start using it—then it finally counts as something that moves from concept to real presence.

Trying to hype it as a big deal right now feels a bit too early to me.
The market changes—what’s true today might not be true tomorrow. $BTC #比特币 #Circle

🚨$CRCLB CRCLB BREAKOUT WATCH

Circle is trading at $66.75, sitting below key resistance at $67.19–$67.88. Momentum is weak, but reclaiming $67.20 could trigger a move toward the recent high. Losing $66.13 risks deeper downside.

#CRCLB #Circle #Crypto #Binance
$GIGGLE
$RIVER

circle As the first stablecoin stock~~~
I’ve been trading it for a month~~

The price is already clearly at a low point, dropping from 298 to around 59~~

I started calling the spot at 62, and rode a few waves of rebounds up to around 68~~

For this rebound, it looks like there’s a minor resistance around 73. I feel a pullback still needs to be bought into~~

The support has moved up to 64-65. If it breaks down, it’s still the old range: 62-59-55.
Now trading this has better value-for-money than trading BTC—#Circle

🚨 $CIRCLE IS QUIETLY BUILDING THE PAYMENT RAILS OF THE NEXT FINANCIAL ERA 💥

💡 The market is pricing Circle as a stablecoin issuer when it's actually building the settlement layer for a $50 trillion ecosystem. That gap is the opportunity.

📊 Ryan Rasmussen from Bitwise just dropped the most important data point of the quarter: stablecoins are expanding from $300B to $30-50T — a 100-160x expansion that most portfolios have zero exposure to. 🦈 Smart money is already positioning for this infrastructure play.

🔍 Here's the part the market misses: Circle isn't just collecting reserve yield. The Arc blockchain launch signals a pivot into payment infrastructure that could rival Visa and Mastercard in the digital asset economy. 💡 The stablecoin issuer narrative is the cover story — the payment network thesis is the actual trade.

The regulatory clarity forming in the U.S. creates a moat that banks and consumer companies will struggle to cross. 🏦 Traditional issuers entering the space won't dilute Circle's lead — the tide is rising fast enough to lift every serious ship.

💬 Do you see stablecoin infrastructure as the next trillion-dollar sector, or is the market correct to price Circle purely as an issuer? 👇

⚠️ Not financial advice. Always manage your risk. 🛡️

🏷️ #CIRCLE #Stablecoins #Payments #CryptoMarket #Analysis

🌊 💎

Circle has been listed for only a few days, and $CRCL has already fully triggered all the PTSD of veteran crypto bagholders in your coin圈. $71, 8 points within the day, $163M in trading volume—put it in traditional finance and this is called a “newly listed stock hype.” Put it here and it’s called a “stablecoin concept leader.”

My take is simple: don’t chase it in the short term, but the long-term story behind this is real. USDC currently has over $60 billion in circulating supply, and just the interest from its reserves alone generates more than $2 billion in annual revenue. This business model is cleaner than most DeFi tokens. What Wall Street wants is cash flow they can account for, and $CRCL is precisely the kind that can tell a story clearly.

The issue is pricing. The Street’s expectations at $80 have already been priced in. Today’s spike is purely retail FOMO plus short-covering. Don’t mistake short-term volatility for fundamentals, and don’t treat fundamentals as a guide for short-term trading.

As usual, wait for it to pull back to around 60 before considering it. To everyone chasing highs—good luck.

#Circle

📄 Circle secures credit license in New York for its subsidiary

Circle, the issuer of the stablecoin USDC, has obtained a limited-purpose credit license for its subsidiary in the state of New York. This license aims to strengthen the company’s regulatory framework in the state and expand the scope of its services within a supervised environment.

━━━━━━━━━━━━━━
📊 Impact: 📈 High
🏷️ REGULATION

#Circle #USDC #Regulation #NewYork #CryptoNews

📰 Source: cointelegraph.com

Circle is underrated as stablecoin grows

- Circle (CIRCLE) is undervalued compared to its real worth
- Stablecoins are expanding strongly, with the potential for growth of hundreds of billions
- Bitwise is developing payment infrastructure
#BinanceSquare #CryptoNews #CIRCLE #Stablecoins

$circle

#vlikevn Titanbot

Source: CoinDesk

$USDC — the quiet compounder of the stablecoin race
Worth noting upfront: USDC isn't a "gainer" post like the others — it's a stablecoin, designed to stay at $1.00, not go up. Today it's trading at $0.9999, essentially flat, exactly as intended. What's actually interesting about USDC right now isn't its price — it's its growth as infrastructure.
USDC's market cap has climbed to roughly $72B, up about $8B over the past year, and Circle — the company behind it — has publicly set a target of growing circulating supply to $150B by the second half of 2026. That's outpacing Tether's growth rate over the same stretch, a notable shift in a market USDT has dominated for years.
A few real developments behind that growth: Circle was granted a limited-purpose trust charter by the New York Department of Financial Services on July 31, 2026, giving it formal authority to offer fiduciary and custody services — a meaningful regulatory nod from one of the strictest financial regulators in the US. USDC is also now natively supported on more than 35 blockchain networks, and its reserves (cash plus short-term US Treasuries) are regularly attested and publicly disclosed, which has become a real differentiator as scrutiny on stablecoin reserves has increased industry-wide.
Why this matters even though the price never moves: USDC is the settlement layer underneath a huge share of crypto trading, DeFi collateral, and increasingly cross-border payments. Its growth is really a read on institutional trust in crypto infrastructure broadly, not a speculative bet.
#USDC #Stablecoin #Circle #CryptoNews #Binance

#circle $CRCL But if you’ve looked at on-chain data these last few days, you’ll know that USDC’s issuance is back up—the sign that institutions are entering the market.

Retail traders are still shorting, while institutions are still accumulating.
Since you don’t dare to buy more Bitcoin, then you can fully go long on Circle.
The bottom on this daily chart is already in place. Yesterday it closed with a bullish candle; in the past, they’ve always just been wick-spikes.
As for all that talk about “USDC stablecoin causing a shock” and whatnot—it’s all bullshit smoke and mirrors. Big whales and institutions still have to behave and buy USDC.
But honestly, if Circle wants to keep putting up a pretty set of numbers on the books, the current interest model alone isn’t enough—slowly expand the business. Either way, I believe the bull market can still return to ATH and even push higher.

#circle A Cathie Wood bought $8,000,000 worth of Coinbase shares and $1,400,000 worth of Circle shares yesterday.

And the purchases happened when $COIN and $CRCL had confirmed a bullish divergence.

Seems good for higher.

Yesterday, #Circle 这份 financial report seems indeed a bit underwhelming on the surface. Revenue growth is less than 10%, below market expectations. Also, the $USDC size is only a little over $76 billion, which is getting further away from what the market expects of it as “dollar financial infrastructure.”

But oddly enough, after-hours the stock price $CRCLB didn’t immediately dive like it used to. There may be a few key points.

First, Circle is no longer just competing on stablecoin size—it’s now building the entire infrastructure layout.
Compliance and licenses go without saying. The most important part is that progress on the Arc network has started to show.

The biggest highlight of this earnings report is the Arc network. The next-quarter revenue guidance directly came in at over $300 million, with very clear growth. It also boosted non-interest income and significantly improved profit margins. Operating margin is already over 40%.

Second, the Arc mainnet test in September will be officially opened. That’s the real exam.

Going forward, the focus isn’t so much on Circle’s earnings numbers, but on whether the Arc ecosystem can take off: how many companies will integrate, and whether on-chain stablecoin volume can grow quickly.

It feels like the market is no longer betting on how much Circle can make today, but whether it can become tomorrow’s dollar on-chain financial infrastructure.

The earnings are average, but the story isn’t over. The real cards are in the Arc network. For now, don’t go bearish in the short term!

Circle confirms the public launch of Arc on September 16, 2026.
Circle, issuer of USDC, officially announced that its Arc blockchain will move to public mainnet on September 16, 2026.
The network, designed for payments, settlement, and onchain financial markets, already operates on a private mainnet with more than 100 institutional and ecosystem builders.
Founding Validators (together with Circle):
BlackRock, DTCC, Visa, Mastercard, Galaxy, Global Payments, ICE, MoneyGramm, SBI Group, Standard Chartered, and Sumitomo Corporation.
A key point: USDC will be the network’s native gas asset, eliminating the typical fee volatility seen on other blockchains.
In addition, BlackRock plans to deploy its tokenized fund BUIDL on Arc, and DTCC is moving forward with asset tokenization integrations (with a 2027 horizon).
Arc positions itself as infrastructure built for traditional financial institutions, with sub-second finality, optional privacy, and a focus on stablecoins and real-world assets.
$USDC #Circle #Blockchain