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Bullish
$USDC {spot}(USDCUSDT) 🚨 BREAKING USDC NEWS! The European Banking Authority has officially started direct supervision of USDC's EU issuer under MiCA regulations. This is a major development for stablecoin regulation and the future of digital finance in Europe. #USDC #Circle #CryptoNew #MiCA
$USDC

🚨 BREAKING USDC NEWS!

The European Banking Authority has officially started direct supervision of USDC's EU issuer under MiCA regulations.

This is a major development for stablecoin regulation and the future of digital finance in Europe.

#USDC #Circle #CryptoNew #MiCA
{future}(USDCUSDT) USDC's Q3 Numbers Show Scale. They Do Not Tell the Whole Story. $GRAM Circle reported average $USDC in circulation of $73.3 billion in Q3 2026, up 8% year over year. It also reported $13.9 trillion in on-chain transaction volume, up 49%. $BLUAI Those figures show the scale of activity recorded across the network. They do not mean $13.9 trillion of unique consumer payments, nor do they prove that every transfer represents new economic demand. On-chain volume can include trading, treasury movements, settlement and repeated transfers. The better question is what share becomes recurring real-world payment use. Source: Circle Q3 2026 results filed with the SEC, Nov. 4. Risk note: Company-reported metrics are not investment guarantees. #Stablecoins #USDC #DigitalPayments #Circle #CryptoInfrastructure
USDC's Q3 Numbers Show Scale. They Do Not Tell the Whole Story.
$GRAM
Circle reported average $USDC in circulation of $73.3 billion in Q3 2026, up 8% year over year. It also reported $13.9 trillion in on-chain transaction volume, up 49%.
$BLUAI
Those figures show the scale of activity recorded across the network. They do not mean $13.9 trillion of unique consumer payments, nor do they prove that every transfer represents new economic demand. On-chain volume can include trading, treasury movements, settlement and repeated transfers.

The better question is what share becomes recurring real-world payment use.

Source: Circle Q3 2026 results filed with the SEC, Nov. 4.
Risk note: Company-reported metrics are not investment guarantees.

#Stablecoins #USDC #DigitalPayments #Circle #CryptoInfrastructure
🌏 The “last mile” of stablecoins—does Circle plan to buy it outright? In its Q3 2026 earnings report released on November 4, Circle disclosed that it had signed a definitive agreement to acquire Tazapay, a Singapore-based B2B cross-border payments platform. The deal is expected to close in 2027 and remains subject to regulatory approval, including from Singapore’s Monetary Authority of Singapore (MAS). 📊 What does Tazapay bring? • Annualized payment volume of over $25 billion • 60+ banking and fintech partners • Local payment rails covering 100+ markets • Approximately 60% of transaction volume already involves stablecoins 💳 Other figures from the earnings report • Circle Payments Network (CPN) reached $41.3 billion in annualized transaction volume • Q3 total revenue and reserve income came to $865 million, up 17% year over year • The report also disclosed Binance’s $100 million equity investment in Circle 🤔 Why does this matter? The hardest part of cross-border stablecoin payments isn’t transferring funds on-chain—it’s getting the recipient their money in local currency. Tazapay fills that gap by providing local on- and off-ramps in emerging markets such as Asia-Pacific and Latin America. However, signing an agreement doesn’t mean the deal is already complete; closing and integration are still milestones to watch. Where do you think stablecoin payments will gain traction first? Share your thoughts in the comments 👇 👉 Trade USDC: https://www.binance.com/zh-CN/trade/USDC_USDT #Beginner’sGuide: Learn TradFi from Scratch #USDC #Circle #Stablecoins ⚠️ This is not investment advice. Please be aware of the risks.
🌏 The “last mile” of stablecoins—does Circle plan to buy it outright?

In its Q3 2026 earnings report released on November 4, Circle disclosed that it had signed a definitive agreement to acquire Tazapay, a Singapore-based B2B cross-border payments platform. The deal is expected to close in 2027 and remains subject to regulatory approval, including from Singapore’s Monetary Authority of Singapore (MAS).

📊 What does Tazapay bring?
• Annualized payment volume of over $25 billion
• 60+ banking and fintech partners
• Local payment rails covering 100+ markets
• Approximately 60% of transaction volume already involves stablecoins

💳 Other figures from the earnings report
• Circle Payments Network (CPN) reached $41.3 billion in annualized transaction volume
• Q3 total revenue and reserve income came to $865 million, up 17% year over year
• The report also disclosed Binance’s $100 million equity investment in Circle

🤔 Why does this matter?
The hardest part of cross-border stablecoin payments isn’t transferring funds on-chain—it’s getting the recipient their money in local currency. Tazapay fills that gap by providing local on- and off-ramps in emerging markets such as Asia-Pacific and Latin America. However, signing an agreement doesn’t mean the deal is already complete; closing and integration are still milestones to watch.

Where do you think stablecoin payments will gain traction first? Share your thoughts in the comments 👇

👉 Trade USDC: https://www.binance.com/zh-CN/trade/USDC_USDT

#Beginner’sGuide: Learn TradFi from Scratch #USDC #Circle #Stablecoins

⚠️ This is not investment advice. Please be aware of the risks.
Just a couple of days ago, people who thought it was holding steady must be feeling pretty rough today. Circle is down 4.07% in a day, with OKX futures trading at 63.68—just a step above the 24-hour low of 62.94. Put simply: it slid from 66.52 all the way to around 62.94, and sellers are making their feelings known in no uncertain terms. For holders, the biggest question now isn’t how much it’s fallen, but whether this is a normal pullback or a signal that a downturn is beginning. I’d lean toward sitting tight for now, since it hasn’t held the 62.94 level yet, and rushing in could mean catching it halfway down. But if it gets back above 66.52 on strong volume, I’ll change my mind immediately—that would suggest the decline has eased. Circle holders, be honest: if it can’t hold 62.94, are you selling first or buying the dip? $CRCL #美股 #Circle
Just a couple of days ago, people who thought it was holding steady must be feeling pretty rough today. Circle is down 4.07% in a day, with OKX futures trading at 63.68—just a step above the 24-hour low of 62.94.

Put simply: it slid from 66.52 all the way to around 62.94, and sellers are making their feelings known in no uncertain terms. For holders, the biggest question now isn’t how much it’s fallen, but whether this is a normal pullback or a signal that a downturn is beginning.

I’d lean toward sitting tight for now, since it hasn’t held the 62.94 level yet, and rushing in could mean catching it halfway down. But if it gets back above 66.52 on strong volume, I’ll change my mind immediately—that would suggest the decline has eased.

Circle holders, be honest: if it can’t hold 62.94, are you selling first or buying the dip?

$CRCL
#美股 #Circle
$CRCLB These past couple of days, what I said last time—that "every high is lower than the previous one"—has come true. Yesterday in the early hours, I wrote that after bottoming out at 64.55, it climbed to 69.81, then got pushed back down to 68.15 by a bearish candle. I said that every time it rallied, the highs were getting lower. Later, it spent most of the day grinding between 67 and 68. I thought to myself: it's consolidating; it should be heading up. But then last night, one huge bearish candle smashed straight through 65, plunging all the way to 63.64 and even breaking below the previous low of 64.55. Now it's nearly ten on Wednesday night. It's at 65.69, up just 3.2% from 63.64. Since that spike to 78.00, it's already fallen 15.8%. The bottoms we thought we'd found last week—65.82 and 64.55—are now both behind us. Every rebound has stalled at a lower point than the last: 78, 74.8, 69.81. Now it can't even hold above 67. The most gut-wrenching part isn't the drop. It's that every time I say, "It's stable this time," it answers with a bearish candle telling me no. Did you manage to buy in around 63.6, or are you like me, thinking every time that it's stable now? #Circle #CRCL #CPI高于预期,美股与BTC再度承压 #新人宝典:从零了解TradFi {spot}(CRCLBUSDT)
$CRCLB These past couple of days, what I said last time—that "every high is lower than the previous one"—has come true.

Yesterday in the early hours, I wrote that after bottoming out at 64.55, it climbed to 69.81, then got pushed back down to 68.15 by a bearish candle. I said that every time it rallied, the highs were getting lower.

Later, it spent most of the day grinding between 67 and 68. I thought to myself: it's consolidating; it should be heading up.

But then last night, one huge bearish candle smashed straight through 65, plunging all the way to 63.64 and even breaking below the previous low of 64.55.

Now it's nearly ten on Wednesday night. It's at 65.69, up just 3.2% from 63.64.

Since that spike to 78.00, it's already fallen 15.8%. The bottoms we thought we'd found last week—65.82 and 64.55—are now both behind us.

Every rebound has stalled at a lower point than the last: 78, 74.8, 69.81. Now it can't even hold above 67.

The most gut-wrenching part isn't the drop. It's that every time I say, "It's stable this time," it answers with a bearish candle telling me no.

Did you manage to buy in around 63.6, or are you like me, thinking every time that it's stable now?
#Circle #CRCL #CPI高于预期,美股与BTC再度承压 #新人宝典:从零了解TradFi
Circle beat earnings by 100% and the stock still fell 11% in 6 days 👀 EPS was 84 cents against 42 expected. USDC now carries 79% of all stablecoin volume. Binance put $100M into the company. And CRCLB sits at 67.81, after touching 64.55 today. Great numbers, ugly chart. Someone is wrong. I'm watching 65–67.8 for a hold. Targets 69.24 and 75.31. Out below 63. Is the market early or just right? #TradebStocks $CRCLB #Circle #CryptoTrading DYOR / NFA
Circle beat earnings by 100% and the stock still fell 11% in 6 days 👀

EPS was 84 cents against 42 expected. USDC now carries 79% of all stablecoin volume.

Binance put $100M into the company. And CRCLB sits at 67.81, after touching 64.55 today.

Great numbers, ugly chart. Someone is wrong.
I'm watching 65–67.8 for a hold. Targets 69.24 and 75.31. Out below 63.

Is the market early or just right?

#TradebStocks $CRCLB #Circle #CryptoTrading

DYOR / NFA
💵 USDC: More Than Just a Stablecoin! $USDC {spot}(USDCUSDT) USDC is becoming an important part of the digital payment ecosystem. Unlike volatile cryptocurrencies, USDC is designed to maintain a 1:1 value with the US dollar. 📊 Why USDC Matters: - Designed to stay close to $1. - Backed by cash and cash-equivalent reserves. - Enables fast global payments. - Available across multiple blockchain networks. 🚀 Latest Development: Circle reported that USDC's average circulation reached $73.3 billion in Q3 2026, while on-chain transaction volume grew 49% year-over-year to $13.9 trillion. My Take: USDC may not offer the price gains traders seek, but its growing payment utility makes it an important part of crypto infrastructure. Do you use USDC for trading, payments, or holding digital dollars? #USDC #stablecoin #Circle #CryptoNewss #blockchain
💵 USDC: More Than Just a Stablecoin!

$USDC
USDC is becoming an important part of the digital payment ecosystem.

Unlike volatile cryptocurrencies, USDC is designed to maintain a 1:1 value with the US dollar.

📊 Why USDC Matters:

- Designed to stay close to $1.
- Backed by cash and cash-equivalent reserves.
- Enables fast global payments.
- Available across multiple blockchain networks.

🚀 Latest Development:
Circle reported that USDC's average circulation reached $73.3 billion in Q3 2026, while on-chain transaction volume grew 49% year-over-year to $13.9 trillion.

My Take:
USDC may not offer the price gains traders seek, but its growing payment utility makes it an important part of crypto infrastructure.

Do you use USDC for trading, payments, or holding digital dollars?

#USDC #stablecoin #Circle #CryptoNewss #blockchain
$CRCLB These past few days, it dropped again, and after it dropped, there was nothing but silence. Last Wednesday night, when I wrote about it, it was at 74.80. A long wick swept through everyone, and I said it hadn’t given us a direction. Now it has. From Thursday to Friday, it kept pushing lower. In the early hours of Friday, a long lower wick plunged to 65.82, then it bounced back to around 67. From 78.00 last Wednesday night, it fell as much as 15.6%. When I last wrote about it, I was still saying 71.13 was the low. Now even 67 is struggling to hold. Then, for two whole days, nothing happened. From Saturday to Sunday, it just hovered between 67 and 67.8, with candlesticks so small they were almost invisible. It’s now a little after 2 a.m. Monday, and it’s at 67.69. From 65.82, it’s only bounced back 2.8%. The hardest part is this kind of silence: when it’s crashing, you feel something; once it’s done crashing, there’s not a sound. You don’t know if it’s forming a bottom or building up for the next move. I thought 71.13 was the bottom. I wouldn’t even dare call 65.82 the bottom now. Did you catch it at 65.8, or are you like me and don’t dare say “bottom” anymore? #Circle #CPI前瞻,12月利率走向迎关键考验 #估值承压下Anthropic还能如期上市吗 {spot}(CRCLBUSDT)
$CRCLB These past few days, it dropped again, and after it dropped, there was nothing but silence.

Last Wednesday night, when I wrote about it, it was at 74.80. A long wick swept through everyone, and I said it hadn’t given us a direction.

Now it has. From Thursday to Friday, it kept pushing lower. In the early hours of Friday, a long lower wick plunged to 65.82, then it bounced back to around 67.

From 78.00 last Wednesday night, it fell as much as 15.6%. When I last wrote about it, I was still saying 71.13 was the low. Now even 67 is struggling to hold.

Then, for two whole days, nothing happened. From Saturday to Sunday, it just hovered between 67 and 67.8, with candlesticks so small they were almost invisible. It’s now a little after 2 a.m. Monday, and it’s at 67.69.

From 65.82, it’s only bounced back 2.8%.

The hardest part is this kind of silence: when it’s crashing, you feel something; once it’s done crashing, there’s not a sound. You don’t know if it’s forming a bottom or building up for the next move.

I thought 71.13 was the bottom. I wouldn’t even dare call 65.82 the bottom now.

Did you catch it at 65.8, or are you like me and don’t dare say “bottom” anymore?
#Circle #CPI前瞻,12月利率走向迎关键考验 #估值承压下Anthropic还能如期上市吗
big大大棒:
不会是底部,我的多头头寸亏麻了,所幸还有子弹
【Market Brief】Circle freezes $1.1 billion in USDC; freezing does not mean recovery In a statement on November 5, Circle confirmed that it had frozen approximately $1.1 billion in USDC related to the investigation into the Binance hack and was cooperating with law enforcement. Circle also emphasized that freezing a wallet does not determine ownership of the assets, nor does it mean the funds will ultimately be confiscated—tracing, freezing, and recovery are three different things. What do you think of stablecoin issuers’ power to freeze assets? $USDC $BNB $BTC #Circle #USDC #Binance (Source: NewsBTC) ⚠️Risk warning: The above is shared for market information only and does not constitute investment advice. Investing involves risk; please exercise caution.
【Market Brief】Circle freezes $1.1 billion in USDC; freezing does not mean recovery
In a statement on November 5, Circle confirmed that it had frozen approximately $1.1 billion in USDC related to the investigation into the Binance hack and was cooperating with law enforcement. Circle also emphasized that freezing a wallet does not determine ownership of the assets, nor does it mean the funds will ultimately be confiscated—tracing, freezing, and recovery are three different things. What do you think of stablecoin issuers’ power to freeze assets?
$USDC $BNB $BTC
#Circle #USDC #Binance
(Source: NewsBTC)
⚠️Risk warning: The above is shared for market information only and does not constitute investment advice. Investing involves risk; please exercise caution.
🌐 CIRCLE REPORTS $864.9 MILLION IN QUARTERLY REVENUE Stablecoin issuer Circle reported quarterly revenue and reserve income of approximately $864.9 million, up 17%. Its report also highlighted: 🔹 Adjusted EBITDA: $317 million 🔹 USDC on-chain transaction volume: $13.9 trillion 🔹 USDC transaction volume growth: 49% Stablecoins remain an important part of crypto payments and financial infrastructure. Can stablecoins become a bigger part of everyday finance? #Circle #USDC #Stablecoins #CryptoAdoption $USDT
🌐 CIRCLE REPORTS $864.9 MILLION IN QUARTERLY REVENUE

Stablecoin issuer Circle reported quarterly revenue and reserve income of approximately $864.9 million, up 17%.

Its report also highlighted:

🔹 Adjusted EBITDA: $317 million
🔹 USDC on-chain transaction volume: $13.9 trillion
🔹 USDC transaction volume growth: 49%

Stablecoins remain an important part of crypto payments and financial infrastructure.

Can stablecoins become a bigger part of everyday finance?

#Circle #USDC #Stablecoins #CryptoAdoption $USDT
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Bullish
Verified
🌕 $CRCL Circle Q3 2026 Results (Nov 4, 2026) 👉 Key numbers (YoY): - USDC avg. circulation: $73.3B (+8%) - USDC onchain volume: $13.9T(+49%) - Revenue & reserve income: $865M (+17%) - Net income: $226M (+5%) - Adj. EBITDA: $317M (+85%) 👉 What drove the quarter: - Reserve income $658M (-8%) on a 61 bps lower reserve return rate, partly offset by USDC growth - Other revenue $207M (+627%), incl. $182M ARC token presale - the big swing factor - Distribution/transaction costs -8%; opex +16% 👉 Business highlights: - Arc public mainnet launched Sept 16-100+ institutional/ecosystem builders day one - ARC genesis mint: 10B tokens; POS transition targeted 2027 - Tazapay acquisition (Singapore B2B cross-border) — $25B+ annualized volume, 100+ payout markets, ~60% stablecoin-inclusive; close expected 2027 - Binance: $100M equity investment + expanded USDC partnership - Chelsea FC principal partnership (front-of-shirt from 2026/27) - Integrations: Samsung Wallet, Visa Direct commercial deployment, SAP-backed Tereina, Allaria (Argentina), Volante 👉 Watch items: - Reserve income declining on rate compression — USDC growth needs to outrun it - Adj. EBITDA boost is heavily ARC presale-driven; underlying core profitability is the question - Tazapay + Arc execution risk into 2027 Bottom line: Strong volume and distribution momentum, but the headline beat is token-sale-flavored. Core reserve economics are the key debate. $CRCL $USDC {spot}(USDCUSDT) {future}(CRCLUSDT) #Circle #Binance #JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #US Data Center Rules May Constrain AI Expansion
🌕 $CRCL Circle Q3 2026 Results (Nov 4, 2026)

👉 Key numbers (YoY):

- USDC avg. circulation: $73.3B (+8%)

- USDC onchain volume: $13.9T(+49%)

- Revenue & reserve income: $865M (+17%)

- Net income: $226M (+5%)

- Adj. EBITDA: $317M (+85%)

👉 What drove the quarter:

- Reserve income $658M (-8%) on a 61 bps lower reserve return rate, partly offset by USDC growth

- Other revenue $207M (+627%), incl. $182M ARC token presale

- the big swing factor

- Distribution/transaction costs -8%; opex +16%

👉 Business highlights:

- Arc public mainnet launched Sept 16-100+ institutional/ecosystem builders day one

- ARC genesis mint: 10B tokens; POS transition targeted 2027

- Tazapay acquisition (Singapore B2B cross-border) — $25B+ annualized volume, 100+ payout markets, ~60% stablecoin-inclusive; close expected 2027

- Binance: $100M equity investment + expanded USDC partnership

- Chelsea FC principal partnership (front-of-shirt from 2026/27)

- Integrations: Samsung Wallet, Visa Direct commercial deployment, SAP-backed Tereina, Allaria (Argentina), Volante

👉 Watch items:

- Reserve income declining on rate compression — USDC growth needs to outrun it

- Adj. EBITDA boost is heavily ARC presale-driven; underlying core profitability is the question

- Tazapay + Arc execution risk into 2027

Bottom line: Strong volume and distribution momentum, but the headline beat is token-sale-flavored. Core reserve economics are the key debate.
$CRCL $USDC

#Circle #Binance #JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #US Data Center Rules May Constrain AI Expansion
Verified
Stayed up late to watch Circle’s Q3 earnings call. Honestly, this company isn’t trying to make a quick buck. First, the less flattering parts 👇 1️⃣ In its partnership with Binance, Circle charged no upfront fee to get in the door. Instead, it has to spend money on channel incentives—and management itself admits that profit margins will be squeezed in Q4. 2️⃣ The CPN payments network has just started testing fees on some traffic. Circle estimates it won’t make a meaningful revenue contribution until 2027. But look at it another way: this is exactly where the ambition lies 👇 ✅ Spend money to secure channels and build out the network, growing the pie first; ✅ Gradually move transactions and settlements onto its own Arc chain. Transfers generate fees, which validators earn a share of—and Circle gets a piece too; ✅ The ultimate goal isn’t to sell coins, but to keep USDC circulating within the network—as working capital, for investments, and for lending. The more funds stay in the system, the bigger the pool grows. This playbook looks familiar: the food-delivery wars, Didi’s subsidies, Pinduoduo’s “slash the price” campaigns—all involved losing money upfront to capture the market, then reaping long-term returns. My take: The broader landscape for dollar settlements hasn’t changed. Circle holds compliance licenses, is the world’s second-largest by scale, and has Binance backing it. The short-term financials may be painful, but its moat is being built for real. When investing, don’t fixate on one quarter’s profit swings. Look at what the company is building. $CRCL #Circle #USDC #稳定币 #Binance (Viewpoint inspired by @zhuanbidao. Not investment advice. DYOR)
Stayed up late to watch Circle’s Q3 earnings call. Honestly, this company isn’t trying to make a quick buck.

First, the less flattering parts 👇
1️⃣ In its partnership with Binance, Circle charged no upfront fee to get in the door. Instead, it has to spend money on channel incentives—and management itself admits that profit margins will be squeezed in Q4.
2️⃣ The CPN payments network has just started testing fees on some traffic. Circle estimates it won’t make a meaningful revenue contribution until 2027.

But look at it another way: this is exactly where the ambition lies 👇
✅ Spend money to secure channels and build out the network, growing the pie first;
✅ Gradually move transactions and settlements onto its own Arc chain. Transfers generate fees, which validators earn a share of—and Circle gets a piece too;
✅ The ultimate goal isn’t to sell coins, but to keep USDC circulating within the network—as working capital, for investments, and for lending. The more funds stay in the system, the bigger the pool grows.

This playbook looks familiar: the food-delivery wars, Didi’s subsidies, Pinduoduo’s “slash the price” campaigns—all involved losing money upfront to capture the market, then reaping long-term returns.

My take:
The broader landscape for dollar settlements hasn’t changed. Circle holds compliance licenses, is the world’s second-largest by scale, and has Binance backing it. The short-term financials may be painful, but its moat is being built for real.

When investing, don’t fixate on one quarter’s profit swings. Look at what the company is building.

$CRCL #Circle #USDC #稳定币 #Binance

(Viewpoint inspired by @zhuanbidao. Not investment advice. DYOR)
Circle minted another $250M of USDC on Solana — fresh dollar liquidity hitting the chain. On November 7, 2026, around 06:06 Beijing time, Whale Alert flagged USDC Treasury minting 250 million USDC on Solana, roughly $250 million. Solscan showed the mint executed from Circle’s minting address. New stablecoin supply on Solana usually lands to meet demand from trading venues, lending markets, and payment apps. That alone does not say where the coins go next — some batches move into DeFi quickly, others sit as inventory with exchanges and market makers. Watch on-chain flows over the coming sessions for how this mint is used. $USDC and $SOL remain the rails in this story. #Circle #USDC #Solana DYOR. Not financial advice. {spot}(SOLUSDT) {spot}(USDCUSDT)
Circle minted another $250M of USDC on Solana — fresh dollar liquidity hitting the chain.

On November 7, 2026, around 06:06 Beijing time, Whale Alert flagged USDC Treasury minting 250 million USDC on Solana, roughly $250 million. Solscan showed the mint executed from Circle’s minting address. New stablecoin supply on Solana usually lands to meet demand from trading venues, lending markets, and payment apps.

That alone does not say where the coins go next — some batches move into DeFi quickly, others sit as inventory with exchanges and market makers. Watch on-chain flows over the coming sessions for how this mint is used. $USDC and $SOL remain the rails in this story.

#Circle #USDC #Solana
DYOR. Not financial advice.
Verified
Today’s Crypto Fortune|Today’s hexagram: Wind and Thunder, Increase—mutual benefit through growth: Binance puts up the money, Circle delivers the goods, and each gets what they need. Binance has just plugged a $6.3 billion hole, and now it’s turning around to invest $100 million in Circle. What exactly is that money buying? Data source: Circle’s Q3 earnings report (via the Binance Square news page); snapshot taken the morning of 11-07. Figures are given as ranges rather than forced into a single number. Circle’s Q3 revenue was $865 million, up 17%; adjusted EBITDA was $317 million, up 85%; and net income from continuing operations was $226 million, up 5%. Of that, $182 million came from the presale of ARC tokens. Excluding that, revenue was about $683 million, down 8%. Reserve income was $658 million, down 8%, while the reserve yield fell 61 basis points to 3.5%. Binance made a $100 million equity investment and also renewed and expanded its USDC partnership, with a focus on emerging markets. USDC in circulation totaled $73.9 billion, flat year over year, with a 27% market share; USDC held on Circle’s platform amounted to $13.9 billion, up 36%. The Arc public blockchain launched its mainnet on September 16. The acquisition of Tazapay is expected to close in 2027, and the company cut about 5% of its workforce this quarter. Binance was just robbed of $6.3 billion and is still plugging the hole in stages, yet now it’s turning around to invest $100 million in Circle. It’s not buying the earnings report—it’s buying a lifeline: USDC. Honestly, the closer Binance and Circle are tied together, the sturdier USDC’s foundation gets. Stablecoins are the bull market’s ammunition depot; now that the depot is expanding, it’s only a matter of time before the guns start firing. USDC is currently a Rapid Riser among the Square’s six-hour trending searches. Where the money goes, that’s where people look. I’ll keep you posted whenever USDC’s circulating supply moves—follow me, and I’ll keep count of the stablecoin ammo. The reading is done; set your own position. — Leftover Hand For entertainment purposes only; not investment advice. #玄学炒币 #币安 #Circle #USDC
Today’s Crypto Fortune|Today’s hexagram: Wind and Thunder, Increase—mutual benefit through growth: Binance puts up the money, Circle delivers the goods, and each gets what they need.

Binance has just plugged a $6.3 billion hole, and now it’s turning around to invest $100 million in Circle. What exactly is that money buying?

Data source: Circle’s Q3 earnings report (via the Binance Square news page); snapshot taken the morning of 11-07. Figures are given as ranges rather than forced into a single number.

Circle’s Q3 revenue was $865 million, up 17%; adjusted EBITDA was $317 million, up 85%; and net income from continuing operations was $226 million, up 5%. Of that, $182 million came from the presale of ARC tokens. Excluding that, revenue was about $683 million, down 8%. Reserve income was $658 million, down 8%, while the reserve yield fell 61 basis points to 3.5%. Binance made a $100 million equity investment and also renewed and expanded its USDC partnership, with a focus on emerging markets. USDC in circulation totaled $73.9 billion, flat year over year, with a 27% market share; USDC held on Circle’s platform amounted to $13.9 billion, up 36%. The Arc public blockchain launched its mainnet on September 16. The acquisition of Tazapay is expected to close in 2027, and the company cut about 5% of its workforce this quarter.

Binance was just robbed of $6.3 billion and is still plugging the hole in stages, yet now it’s turning around to invest $100 million in Circle. It’s not buying the earnings report—it’s buying a lifeline: USDC.

Honestly, the closer Binance and Circle are tied together, the sturdier USDC’s foundation gets. Stablecoins are the bull market’s ammunition depot; now that the depot is expanding, it’s only a matter of time before the guns start firing. USDC is currently a Rapid Riser among the Square’s six-hour trending searches. Where the money goes, that’s where people look.

I’ll keep you posted whenever USDC’s circulating supply moves—follow me, and I’ll keep count of the stablecoin ammo.

The reading is done; set your own position. — Leftover Hand
For entertainment purposes only; not investment advice.

#玄学炒币 #币安 #Circle #USDC
Verified
Golden Pig’s take: This $CRCL earnings report needs to be viewed from two angles—USDC circulation and on-chain volume are still growing, but reserve interest income is falling, and profits also include a one-time ARC presale. I’m moderately bullish on $CRCL / USDC over the medium term, but I wouldn’t use “total revenue is up” as a reason to chase the price. ◎ Average USDC in circulation was about $73.3 billion, up about 8% year over year; on-chain trading volume was about $13.9 trillion, up about 49% ◎ Total revenue plus reserve income was about $865 million, up about 17% year over year; but reserve interest income was about $658 million, down about 8%; other revenue included about $182 million from the ARC token presale ◎ Binance TradFi perpetuals are currently around 67.6, down about 2.5% over 24 hours, with trading volume of about 156 million U I won’t try to catch a falling knife: I’d wait for it to reclaim around 70 before scaling in, and reduce my position if it drops below around 66. When you see “circulation up, interest income down, plus a one-time presale” all at once, how would you manage a position like $CRCL ? #Circle #USDC #财报 $CRCL $BTC Source: Circle IR (Q3 2026) / Binance TradFi perpetuals. DYOR; this is not investment advice.
Golden Pig’s take: This $CRCL earnings report needs to be viewed from two angles—USDC circulation and on-chain volume are still growing, but reserve interest income is falling, and profits also include a one-time ARC presale. I’m moderately bullish on $CRCL / USDC over the medium term, but I wouldn’t use “total revenue is up” as a reason to chase the price.

◎ Average USDC in circulation was about $73.3 billion, up about 8% year over year; on-chain trading volume was about $13.9 trillion, up about 49%
◎ Total revenue plus reserve income was about $865 million, up about 17% year over year; but reserve interest income was about $658 million, down about 8%; other revenue included about $182 million from the ARC token presale
◎ Binance TradFi perpetuals are currently around 67.6, down about 2.5% over 24 hours, with trading volume of about 156 million U

I won’t try to catch a falling knife: I’d wait for it to reclaim around 70 before scaling in, and reduce my position if it drops below around 66.

When you see “circulation up, interest income down, plus a one-time presale” all at once, how would you manage a position like $CRCL ?

#Circle #USDC #财报 $CRCL $BTC

Source: Circle IR (Q3 2026) / Binance TradFi perpetuals. DYOR; this is not investment advice.
The bulls and bears are already arguing over this one. Circle $CRCL fell 7.34% in a day, with the OKX futures price at 69.65—not far from the 24-hour low of 65.01. The Nasdaq 100 is also down 3.78% today, and the whole U.S. tech sector is sliding. This red candle isn’t just a Circle problem. Those holding it are probably wondering whether this dip was caused by panic selling—or whether the market is repricing the stock. I’d rather sit tight for now: after such a sharp drop, both chasing a bounce and selling into the decline could leave you getting hit from both sides. But if it gets back above the 24-hour high around 75.69, I’ll change my mind immediately—that would mean today’s red candle was just a false alarm. If it can’t hold 65.01, how much further do you think it could fall? #美股 #Circle
The bulls and bears are already arguing over this one. Circle $CRCL fell 7.34% in a day, with the OKX futures price at 69.65—not far from the 24-hour low of 65.01.

The Nasdaq 100 is also down 3.78% today, and the whole U.S. tech sector is sliding. This red candle isn’t just a Circle problem. Those holding it are probably wondering whether this dip was caused by panic selling—or whether the market is repricing the stock.

I’d rather sit tight for now: after such a sharp drop, both chasing a bounce and selling into the decline could leave you getting hit from both sides. But if it gets back above the 24-hour high around 75.69, I’ll change my mind immediately—that would mean today’s red candle was just a false alarm.

If it can’t hold 65.01, how much further do you think it could fall?

#美股 #Circle
$USDC {future}(USDCUSDT) *JUST IN: SAMSUNG WALLET LAUNCHES $USDC FOR 82 MILLION GALAXY DEVICES 🇺🇸🔥* This is MASSIVE for mass adoption. Samsung just turned the wallet app you already use for cards, IDs and boarding passes into a crypto wallet. *What Just Launched:* - *Buy, Hold, Send & Receive USDC* directly inside Samsung Wallet - *82 Million Compatible Galaxy Devices* in the US - *No Separate Crypto App. No Private Keys.* - *Powered by Solana* for lightning-fast settlement *How It Works:* *1. Wallet-to-Wallet:* Send USDC to any compatible crypto wallet with *ZERO Samsung transfer fee* *2. Global Remittance:* Send money to bank accounts in *60+ Countries* - recipient gets local currency, no crypto wallet needed *3. Built-in Security:* Every transfer requires biometric authentication *Behind The Scenes:* - *USDC* by Circle - *Custody:* Bastion + Coinbase Prime Vault - *Network:* Solana (and Sui support) *Launch Offer:* First top-up of $50+ gets *$25 in USDC* This is not a test. This is Samsung, Apple’s biggest rival, putting stablecoins in 82M pockets overnight. Western Union charges 5-10% and takes days. Samsung + Solana does it in seconds. Crypto just went mainstream. The next 100M users won't come from exchanges. They'll come from their phone. *Do you have a Samsung Galaxy? Are you using this?* #Samsung #USDC #Solana #Crypto #Stablecoin #MassAdoption #Circle
$USDC

*JUST IN: SAMSUNG WALLET LAUNCHES $USDC FOR 82 MILLION GALAXY DEVICES 🇺🇸🔥*

This is MASSIVE for mass adoption.

Samsung just turned the wallet app you already use for cards, IDs and boarding passes into a crypto wallet.

*What Just Launched:*

- *Buy, Hold, Send & Receive USDC* directly inside Samsung Wallet
- *82 Million Compatible Galaxy Devices* in the US
- *No Separate Crypto App. No Private Keys.*
- *Powered by Solana* for lightning-fast settlement

*How It Works:*

*1. Wallet-to-Wallet:* Send USDC to any compatible crypto wallet with *ZERO Samsung transfer fee*

*2. Global Remittance:* Send money to bank accounts in *60+ Countries* - recipient gets local currency, no crypto wallet needed

*3. Built-in Security:* Every transfer requires biometric authentication

*Behind The Scenes:*
- *USDC* by Circle
- *Custody:* Bastion + Coinbase Prime Vault
- *Network:* Solana (and Sui support)

*Launch Offer:* First top-up of $50+ gets *$25 in USDC*

This is not a test. This is Samsung, Apple’s biggest rival, putting stablecoins in 82M pockets overnight.

Western Union charges 5-10% and takes days. Samsung + Solana does it in seconds.

Crypto just went mainstream. The next 100M users won't come from exchanges. They'll come from their phone.

*Do you have a Samsung Galaxy? Are you using this?*

#Samsung #USDC #Solana #Crypto #Stablecoin #MassAdoption #Circle
Circle’s 10 Billion ARC Mint: A New Blockchain Economy Taking Shape? 🌐 Circle has completed the genesis mint of 10 billion ARC tokens for its Arc Layer-1 blockchain, targeting a transition from Proof of Authority to Proof of Stake in 2027. ARC is designed to support network security, utility, and governance, while USDC will remain the gas-fee currency. Importantly, the mint does not confirm a public token launch. The potential market impact is significant: Proof of Stake could introduce a token-based validator and governance economy, strengthening Arc’s institutional infrastructure ambitions. Watch validator decentralization, token distribution, staking design, and ecosystem adoption. These milestones will determine whether ARC becomes a meaningful part of the network or simply a large initial token supply. $CRCLB $USDC $ARC #CoinVahini #Circle #ArcNetwork #Blockchain
Circle’s 10 Billion ARC Mint: A New Blockchain Economy Taking Shape? 🌐

Circle has completed the genesis mint of 10 billion ARC tokens for its Arc Layer-1 blockchain, targeting a transition from Proof of Authority to Proof of Stake in 2027. ARC is designed to support network security, utility, and governance, while USDC will remain the gas-fee currency. Importantly, the mint does not confirm a public token launch.

The potential market impact is significant: Proof of Stake could introduce a token-based validator and governance economy, strengthening Arc’s institutional infrastructure ambitions. Watch validator decentralization, token distribution, staking design, and ecosystem adoption. These milestones will determine whether ARC becomes a meaningful part of the network or simply a large initial token supply.

$CRCLB $USDC $ARC #CoinVahini #Circle #ArcNetwork #Blockchain
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Circle $CRCLB revenue of 865 million, +17%. Reserve income, by contrast, fell 8%. · Reserve income: 658 million, −8% · Other income: 207 million, +627% · Net income from continuing operations: 226 million, +5% · Adjusted EBITDA: 317 million, +85% · $USDC average circulation: 73.3 billion, +8% It was driven by one-time revenue. Of the 207 million in other income, 182 million came from the ARC token presale. The reserve yield fell from 4.11% to 3.5%. The core business isn’t growing that fast. Whether other income can hold at 300 million after the presale is key. The full-year guidance still includes this revenue. {spot}(CRCLBUSDT) #Circle #BStocks #USDC
Circle $CRCLB revenue of 865 million, +17%.
Reserve income, by contrast, fell 8%.

· Reserve income: 658 million, −8%
· Other income: 207 million, +627%
· Net income from continuing operations: 226 million, +5%
· Adjusted EBITDA: 317 million, +85%
· $USDC average circulation: 73.3 billion, +8%

It was driven by one-time revenue.
Of the 207 million in other income, 182 million came from the ARC token presale. The reserve yield fell from 4.11% to 3.5%.
The core business isn’t growing that fast.

Whether other income can hold at 300 million after the presale is key.
The full-year guidance still includes this revenue.

#Circle #BStocks #USDC
Article
Circle Posts $226M Profit, Cuts 5% of Workforce Despite GrowthCircle just reported a strong Q3, but the decision to lay off staff could signal shifting priorities for stablecoin investors. Circle, the issuer of $USDC stablecoin, posted a net income of $226 million in Q3, a 5% increase from last year. Combined revenue and reserve income reached $865 million, showing 17% year-over-year growth. Yet, despite these gains, Circle reduced its workforce by about 5%, surprising many given the profitable quarter. The layoffs resulted in $9.1 million in restructuring costs, covering severance and benefits. Notably, Circle offset some of these expenses with a $5.7 million reversal in stock-based compensation, thanks to forfeited unvested shares. This move, paired with an 85% jump in adjusted EBITDA to $317 million, raises questions about the company's long-term cost discipline and operational focus. While the total amount of $USDC in circulation hit an all-time high, averaging $73.3 billion and ending September at $73.9 billion, Circle's share of the fiat-backed stablecoin market slipped to 27%. This contrast between a growing user base and shrinking market share highlights the competitive pressure Circle faces, even as demand for $USDC remains solid. One challenge: reserve income fell 8% year-over-year to $658 million as interest rates on reserves declined. The reserve return rate dropped to 3.5%, showing not all business segments are trending upward. Still, Circle's overall financial performance beat analyst expectations. Management's focus seems to be on streamlining operations and protecting margins as market dynamics evolve. It's unclear if these layoffs are part of a larger cost-cutting trend or a one-time adjustment after recent product launches. Will Circle's restructuring help it stay competitive in the stablecoin race, or is it a warning sign for USDC holders? #Circle #USDC #stablecoin #crypto

Circle Posts $226M Profit, Cuts 5% of Workforce Despite Growth

Circle just reported a strong Q3, but the decision to lay off staff could signal shifting priorities for stablecoin investors.
Circle, the issuer of $USDC stablecoin, posted a net income of $226 million in Q3, a 5% increase from last year. Combined revenue and reserve income reached $865 million, showing 17% year-over-year growth. Yet, despite these gains, Circle reduced its workforce by about 5%, surprising many given the profitable quarter.
The layoffs resulted in $9.1 million in restructuring costs, covering severance and benefits. Notably, Circle offset some of these expenses with a $5.7 million reversal in stock-based compensation, thanks to forfeited unvested shares. This move, paired with an 85% jump in adjusted EBITDA to $317 million, raises questions about the company's long-term cost discipline and operational focus.
While the total amount of $USDC in circulation hit an all-time high, averaging $73.3 billion and ending September at $73.9 billion, Circle's share of the fiat-backed stablecoin market slipped to 27%. This contrast between a growing user base and shrinking market share highlights the competitive pressure Circle faces, even as demand for $USDC remains solid.
One challenge: reserve income fell 8% year-over-year to $658 million as interest rates on reserves declined. The reserve return rate dropped to 3.5%, showing not all business segments are trending upward. Still, Circle's overall financial performance beat analyst expectations.
Management's focus seems to be on streamlining operations and protecting margins as market dynamics evolve. It's unclear if these layoffs are part of a larger cost-cutting trend or a one-time adjustment after recent product launches.
Will Circle's restructuring help it stay competitive in the stablecoin race, or is it a warning sign for USDC holders?
#Circle #USDC #stablecoin #crypto
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