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CryptoPatel28
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Bearish
$CRCL {future}(CRCLUSDT) 🚨#Circle faces July 18 GENIUS Act test as CRCL stock risks fresh slide, regulators to publish implementation rules for the GENIUS Act, while technical indicators continue to point to downside risks for CRCL shares.#USLaunchesNewStrikesAgainstIran
$CRCL
🚨#Circle faces July 18 GENIUS Act test as CRCL stock risks fresh slide, regulators to publish implementation rules for the GENIUS Act, while technical indicators continue to point to downside risks for CRCL shares.#USLaunchesNewStrikesAgainstIran
CRCL+3.00%
CRCLonAlpha
CRCLUS+1.50%
$USDC Don’t just watch from the sidelines. Circle has been hit with criminal charges by Wisconsin prosecutors. The key point is the court’s order to recover funds stolen from scam victims. Circle says that technically it cannot comply with the requested destruction and re-issuance. What stablecoins fear most? Not day-to-day volatility—but the question of how “rules are enforced” suddenly being put under the market’s microscope. 🧊 Today, CRCL’s IEX snapshot is around $63. The market hasn’t crashed, but the news itself will make people re-calculate: frozen assets, judicial jurisdiction, issuer responsibility, and interest earnings. These are things many people previously didn’t think too deeply about. Once they enter a criminal-charges context, emotions become far more sensitive. My view is simple: USDC itself isn’t immediately the problem, but the compliance premium in the stablecoin space will be repeatedly tested. Don’t take “not down” as the risk being gone. Next, watch how Circle responds, whether there are new developments at the federal level, and whether funds will divert short-term to other stablecoins. ⚠️ $USDC #Circle #Stablecoins #RiskControl
$USDC Don’t just watch from the sidelines. Circle has been hit with criminal charges by Wisconsin prosecutors. The key point is the court’s order to recover funds stolen from scam victims. Circle says that technically it cannot comply with the requested destruction and re-issuance. What stablecoins fear most? Not day-to-day volatility—but the question of how “rules are enforced” suddenly being put under the market’s microscope. 🧊

Today, CRCL’s IEX snapshot is around $63. The market hasn’t crashed, but the news itself will make people re-calculate: frozen assets, judicial jurisdiction, issuer responsibility, and interest earnings. These are things many people previously didn’t think too deeply about. Once they enter a criminal-charges context, emotions become far more sensitive.

My view is simple: USDC itself isn’t immediately the problem, but the compliance premium in the stablecoin space will be repeatedly tested. Don’t take “not down” as the risk being gone. Next, watch how Circle responds, whether there are new developments at the federal level, and whether funds will divert short-term to other stablecoins. ⚠️

$USDC #Circle #Stablecoins #RiskControl
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Bullish
⚠️🎯𝙄𝙍𝘾𝙄𝙍𝘾𝙇𝙀 𝙀𝙉𝙏𝙍𝘼 𝙉𝙊 𝙏𝙀𝙎𝙏𝙀 𝘿𝙊 𝙂𝙀𝙉𝙄𝙐𝙎 𝘼𝘾𝙏 ⋙ 𝘼𝙉𝘿 𝙄𝙏 𝘾𝘼𝙉 𝘽𝙀 𝙈𝙀𝙍𝘾𝙀𝘿 𝘿𝙀𝙕𝙄𝘿 𝘿𝙀 𝙊𝙇𝙃𝙊 𝙉𝘼 👁️ $CRCL 👁️ Circle has become one of the most important names in the new phase of stablecoins. But now comes the real test: regulation. By July 18, US regulators must publish implementation rules for the GENIUS Act, a law that defines key points for issuance, reserves, licenses, and oversight of stablecoins. This puts Circle at the center of the radar. The company is the issuer of USDC, one of the largest stablecoins in the market. If the new rules are light, the sector could gain clarity. But if tougher requirements come for capital, reserves, disclosures, or licensing, the market may reprice the risk. And Circle’s stock is already feeling pressure. According to the analysis, CRCL remains in a downtrend, with support near $61.70. If it breaks that level with force, the next technical target could be around $49. 🧠 The biggest point is this: stablecoins are no longer just a crypto product. They are now part of the dispute between banks, regulators, exchanges, and private issuers. USDC could come out stronger if regulation brings confidence. But it can also suffer if the cost of operating rises too much. 🔥 The real question isn’t only whether Circle » $USDC » will survive the GENIUS Act. It’s whether the new rule will turn stablecoins into dominant infrastructure… or into a more expensive, controlled, and harder-to-scale market. 👇 Do you think the GENIUS Act strengthens Circle or increases the risk for CRCL? {alpha}(560x992879cd8ce0c312d98648875b5a8d6d042cbf34) 💡 This is not financial advice. 👨🏻‍🏫📚 Always do your own research before investing in any crypto project. #USDC #Circle #stablecoin
⚠️🎯𝙄𝙍𝘾𝙄𝙍𝘾𝙇𝙀 𝙀𝙉𝙏𝙍𝘼 𝙉𝙊 𝙏𝙀𝙎𝙏𝙀 𝘿𝙊 𝙂𝙀𝙉𝙄𝙐𝙎 𝘼𝘾𝙏 ⋙ 𝘼𝙉𝘿 𝙄𝙏 𝘾𝘼𝙉 𝘽𝙀 𝙈𝙀𝙍𝘾𝙀𝘿 𝘿𝙀𝙕𝙄𝘿 𝘿𝙀 𝙊𝙇𝙃𝙊 𝙉𝘼 👁️ $CRCL 👁️

Circle has become one of the most important names in the new phase of stablecoins.
But now comes the real test:
regulation.
By July 18, US regulators must publish implementation rules for the GENIUS Act, a law that defines key points for issuance, reserves, licenses, and oversight of stablecoins.

This puts Circle at the center of the radar.
The company is the issuer of USDC, one of the largest stablecoins in the market.
If the new rules are light, the sector could gain clarity.
But if tougher requirements come for capital, reserves, disclosures, or licensing, the market may reprice the risk.

And Circle’s stock is already feeling pressure.
According to the analysis, CRCL remains in a downtrend, with support near $61.70.
If it breaks that level with force, the next technical target could be around $49.

🧠 The biggest point is this:
stablecoins are no longer just a crypto product.
They are now part of the dispute between banks, regulators, exchanges, and private issuers.
USDC could come out stronger if regulation brings confidence.
But it can also suffer if the cost of operating rises too much.
🔥
The real question isn’t only whether Circle » $USDC » will survive the GENIUS Act.
It’s whether the new rule will turn stablecoins into dominant infrastructure…
or into a more expensive, controlled, and harder-to-scale market.

👇 Do you think the GENIUS Act strengthens Circle or increases the risk for CRCL?

💡 This is not financial advice. 👨🏻‍🏫📚 Always do your own research before investing in any crypto project.

#USDC #Circle #stablecoin
$USDC The weirdest thing about this order book is that it barely moves, yet the spot market is incredibly busy—while the futures market is as quiet as if it’s not fully awake. In the past 24 hours, spot trading volume is $1.858 billion, but futures are only $2.02 million. The futures-to-spot ratio is almost negligible. Honestly, this contrast is more interesting than the price move itself. Because right now, $USDC is still trading at $1.0005, with 24-hour volatility so low it’s basically like a straight line. People who try to trade direction probably wouldn’t even feel motivated. But the more like this, the more it suggests it’s being “used,” not “traded/speculated on.” It lines up with what the news is saying. In the stablecoin trading volume distribution after adjustments in the first half of the year, $USDC accounts for about 70%, while $USDT is only 25%. When I saw this number, my mind didn’t immediately go to “who won”—it went to “which route the money prefers to take right now.” Visa’s reporting standards would naturally filter out a lot of non-productive churn data, so getting this kind of share is totally different from before. During the day I’m drawing and the demand makes me want to cry; at night when I get home, my little bean just plops onto my keyboard. I’m switching between it and watching this data—and really, it makes me feel like the market is quietly changing its preference. In the past, many people treated stablecoins merely as parking spots. Now real scenarios like banking, payments, and settlement are slowly getting closer. What everyone cares about more is compliance, clarity, and ease of integration—rather than who’s shouting the loudest. So my view on this news is: I’m a bit more bullish on the $USDC narrative, and a bit more cautious about the $USDT share story. That doesn’t mean there will be some drama in tomorrow’s price—stablecoins were never really about that. What I’m looking at is: in the future, where will funds and institutions be more willing to place their “trust.” These changes are usually very slow. But once they actually take shape, looking back you’ll realize it was already written into the data. I might be wrong, of course—about my own judgment. $USDT $USDC #稳定币 #Circle #cryptocurrency
$USDC The weirdest thing about this order book is that it barely moves, yet the spot market is incredibly busy—while the futures market is as quiet as if it’s not fully awake.

In the past 24 hours, spot trading volume is $1.858 billion, but futures are only $2.02 million. The futures-to-spot ratio is almost negligible.

Honestly, this contrast is more interesting than the price move itself.

Because right now, $USDC is still trading at $1.0005, with 24-hour volatility so low it’s basically like a straight line. People who try to trade direction probably wouldn’t even feel motivated.

But the more like this, the more it suggests it’s being “used,” not “traded/speculated on.”

It lines up with what the news is saying.

In the stablecoin trading volume distribution after adjustments in the first half of the year, $USDC accounts for about 70%, while $USDT is only 25%.

When I saw this number, my mind didn’t immediately go to “who won”—it went to “which route the money prefers to take right now.”

Visa’s reporting standards would naturally filter out a lot of non-productive churn data, so getting this kind of share is totally different from before.

During the day I’m drawing and the demand makes me want to cry; at night when I get home, my little bean just plops onto my keyboard. I’m switching between it and watching this data—and really, it makes me feel like the market is quietly changing its preference.

In the past, many people treated stablecoins merely as parking spots.

Now real scenarios like banking, payments, and settlement are slowly getting closer. What everyone cares about more is compliance, clarity, and ease of integration—rather than who’s shouting the loudest.

So my view on this news is: I’m a bit more bullish on the $USDC narrative, and a bit more cautious about the $USDT share story.

That doesn’t mean there will be some drama in tomorrow’s price—stablecoins were never really about that.

What I’m looking at is: in the future, where will funds and institutions be more willing to place their “trust.”

These changes are usually very slow. But once they actually take shape, looking back you’ll realize it was already written into the data.

I might be wrong, of course—about my own judgment. $USDT $USDC #稳定币 #Circle #cryptocurrency
Open USD alliance 140+ giants declare war on USDC, causing a power earthquake in the stablecoin track Over 140 financial technology giants including Visa, Mastercard, Stripe, BlackRock, Coinbase, Google, and others have jointly launched a new U.S. dollar stablecoin, “Open USD (OUSD)”. Its core killer feature is an incentive-sharing mechanism—distributing stablecoin reserve earnings to ecosystem participants, directly undermining the “exclusive profit” business model of USDC and USDT. After the news broke, Circle’s stock price plunged 17% in a single day. The mainstream forces of Wall Street are here, and the landscape of the stablecoin industry is being completely rewritten. #Circle
Open USD alliance 140+ giants declare war on USDC, causing a power earthquake in the stablecoin track
Over 140 financial technology giants including Visa, Mastercard, Stripe, BlackRock, Coinbase, Google, and others have jointly launched a new U.S. dollar stablecoin, “Open USD (OUSD)”. Its core killer feature is an incentive-sharing mechanism—distributing stablecoin reserve earnings to ecosystem participants, directly undermining the “exclusive profit” business model of USDC and USDT. After the news broke, Circle’s stock price plunged 17% in a single day. The mainstream forces of Wall Street are here, and the landscape of the stablecoin industry is being completely rewritten. #Circle
A new stablecoin initiative backed by more than 140 companies—including major payment, technology, and financial firms—is raising questions about Circle's long-term competitive position and the future of the stablecoin market. Read more: https://cointopsecret.com/ #Circle #Stablecoin #USDC #Crypto #Blockchain
A new stablecoin initiative backed by more than 140 companies—including major payment, technology, and financial firms—is raising questions about Circle's long-term competitive position and the future of the stablecoin market.

Read more:
https://cointopsecret.com/

#Circle #Stablecoin #USDC #Crypto #Blockchain
🇺🇸🐳 #BTC The United States has 2.8 times more bitcoins than all other countries combined. 💵 250,000,000 USDC (250,066,375 USD) minted in the USDC Treasury. 💵 #SOL BREAKING NEWS: Circle has minted another 280 million USDC on Solana. In total, they have minted 64.53 billion USDC in 2026 on Solana. #solana #Circle #globaleconomy #HODL $BTC $CRCLB $SOL
🇺🇸🐳 #BTC The United States has 2.8 times more bitcoins than all other countries combined.

💵 250,000,000 USDC (250,066,375 USD) minted in the USDC Treasury.

💵 #SOL BREAKING NEWS: Circle has minted another 280 million USDC on Solana.

In total, they have minted 64.53 billion USDC in 2026 on Solana.

#solana #Circle #globaleconomy #HODL $BTC $CRCLB $SOL
#Tether vs #Circle The Stablecoins.... USDT.... Trading liquidity king. Global accessibility. Dominates every exchange. USDC Circle : Regulatory compliance champ. Transparency first. Institutional favorite. Both print money .... literally now .... that a reason more new stable coins wanna make some space in room for them...... Billions in reserves earning interest.... Trading, payments, remittances, DeFi they power all of it without the $BTC volatility.... #xrp #Stablecoins
#Tether vs #Circle The Stablecoins....

USDT....

Trading liquidity king. Global accessibility. Dominates every exchange.

USDC Circle : Regulatory compliance champ.

Transparency first. Institutional favorite.

Both print money .... literally now ....

that a reason more new stable coins wanna make some space in room for them......

Billions in reserves earning interest....

Trading, payments, remittances, DeFi they power all of it without the $BTC volatility....

#xrp #Stablecoins
$USDC HANDLES $30T QUARTERLY — OPENUSD IS JUST NOISE 🔥 Circle's CEO shut down the OpenUSD hype fast. Nearly $30 trillion in on-chain USDC volume last quarter is 80% of all dollar stablecoin activity. That's not a lead you lose overnight. The stock took a 17% hit on the news but recovered 5% quickly. Analysts are split — some call it emotional selling, others say more pressure is coming. One data point that matters: no consortium-led stablecoin has ever hit real scale. Are you holding USDC or waiting to see how this plays out? Not financial advice. Always manage your risk. #USDC #Stablecoins #CryptoNews #Circle 💎
$USDC HANDLES $30T QUARTERLY — OPENUSD IS JUST NOISE 🔥

Circle's CEO shut down the OpenUSD hype fast. Nearly $30 trillion in on-chain USDC volume last quarter is 80% of all dollar stablecoin activity. That's not a lead you lose overnight.

The stock took a 17% hit on the news but recovered 5% quickly. Analysts are split — some call it emotional selling, others say more pressure is coming. One data point that matters: no consortium-led stablecoin has ever hit real scale.

Are you holding USDC or waiting to see how this plays out?

Not financial advice. Always manage your risk.

#USDC #Stablecoins #CryptoNews #Circle

💎
Ark Invest acquired $17.8M worth of Circle stocks #ArkInvest added $17.8M worth of #Circle shares to its portfolio as the USDC stablecoin issuer's stock slipped further. This acquisition follows a classic "buy the dip" strategy as Ark Invest continues to capitalize on market pullbacks to increase exposure to key crypto and fintech players. The firm's latest trading disclosure shows Ark acquired 287,609 Circle shares across its three exchange-traded funds: ARKK, ARKW, and ARKF. 👉 theblock.co/post/406978/ark-invest-18-million-circle
Ark Invest acquired $17.8M worth of Circle stocks

#ArkInvest added $17.8M worth of #Circle shares to its portfolio as the USDC stablecoin issuer's stock slipped further. This acquisition follows a classic "buy the dip" strategy as Ark Invest continues to capitalize on market pullbacks to increase exposure to key crypto and fintech players. The firm's latest trading disclosure shows Ark acquired 287,609 Circle shares across its three exchange-traded funds: ARKK, ARKW, and ARKF.

👉 theblock.co/post/406978/ark-invest-18-million-circle
🚨 Cathie Wood Doubles Down! ARK Invest Buys Another $17.8M in Circle ($CRCL) Shares While $CRCL has plunged nearly 41% over the past month, Cathie Wood’s ARK Invest is loading the boat — scooping up another $17.8 million worth of shares. The Queen of Disruptive Innovation betting big on the stablecoin giant amid the dip. Classic Cathie move: buy fear when others are running. Is this a brilliant contrarian play on crypto adoption & USDT/USDC dominance... Or risky timing in a volatile market? ARK has been aggressive on fintech/crypto names lately. Will Circle rebound hard, or is more pain coming? What’s your take? Following Cathie into $CRCL or fading the dip? Drop comments 👇 #CathieWood #ARKInvest #CRCL #Circle
🚨 Cathie Wood Doubles Down! ARK Invest Buys Another $17.8M in Circle ($CRCL ) Shares
While $CRCL has plunged nearly 41% over the past month, Cathie Wood’s ARK Invest is loading the boat — scooping up another $17.8 million worth of shares.
The Queen of Disruptive Innovation betting big on the stablecoin giant amid the dip. Classic Cathie move: buy fear when others are running.
Is this a brilliant contrarian play on crypto adoption & USDT/USDC dominance...
Or risky timing in a volatile market?
ARK has been aggressive on fintech/crypto names lately. Will Circle rebound hard, or is more pain coming?
What’s your take? Following Cathie into $CRCL or fading the dip?
Drop comments 👇
#CathieWood #ARKInvest #CRCL #Circle
Article
Circle Just Lost 17.5% in a Single Day After Visa, Mastercard, and BlackRock Launched a Stablecoin TCircle Internet Group — the company behind USDC and one of the most closely watched stablecoin stocks on Wall Street — just had its worst single trading day since going public. CRCL cratered more than 17% on June 30, closing near $62, after a consortium of 140+ companies launched a direct competitor to USDC called Open USD. The list of backers is the actual story here. Visa. Mastercard. Stripe. Coinbase. BlackRock. BNY Mellon. American Express. Standard Chartern. BBVA. US Bank. These are not scrappy crypto startups trying to chip away at Circle's market share — these are the exact institutional partners Circle has spent years building relationships with, now backing a rival product simultaneously. The mechanism explains why the market reacted this violently. Reserve interest generated 99% of Circle's revenue in 2024. Circle pays Coinbase — one of its own core distribution partners — $908 million a year just to help distribute USDC. Open USD flips that entire economic model: zero minting fees, zero redemption fees, no volume caps, and 100% of Treasury interest earned on reserves gets shared directly with partners instead of being captured by the issuer. For Visa, Mastercard, and Stripe — companies that move enormous transaction volume but have historically earned nothing from Circle's reserve income — Open USD offers them a direct cut of profits they were previously generating for someone else for free. Tether CEO Paolo Ardoino summed up the moment perfectly on X: "Welcome OUSD. Player 2 has entered the game." Here's the honest complication that keeps this from being an automatic USDC death sentence: consortium-backed stablecoins have struggled before. PayPal's PYUSD has only reached $2.6 billion market cap after three years. Ripple's RLUSD sits at $1.6 billion after nearly two years. USDC currently commands roughly $73 billion, and USDT dominates at $145 billion. Network effects in stablecoins are brutal — liquidity, integrations, and trust compound over years, and a new consortium token doesn't inherit any of that automatically just because Visa's logo is attached. CRCL had already shed 40% over the prior 30 days heading into this news, partly due to being removed from Russell Growth indices during June's reconstitution. William Blair maintains an Outperform rating, citing Circle's first-mover advantage. But the technical picture is ugly — the stock broke below its $84.37 double-top neckline and analysts are now watching $50, with $40 as the next downside target if that breaks. The bigger picture for Binance Square readers: stablecoin competition just got dramatically more intense, with the biggest payment networks on earth now directly incentivized to push a rival token. Watch how fast OUSD actually gains real transaction volume versus USDC — that data, not the stock price reaction, will tell you whether this is a genuine threat or an overreaction. Please subscribe, like, and share this article. It genuinely helps. #Circle #USDC #stablecoin #OPENUSD #BinanceSquare

Circle Just Lost 17.5% in a Single Day After Visa, Mastercard, and BlackRock Launched a Stablecoin T

Circle Internet Group — the company behind USDC and one of the most closely watched stablecoin stocks on Wall Street — just had its worst single trading day since going public. CRCL cratered more than 17% on June 30, closing near $62, after a consortium of 140+ companies launched a direct competitor to USDC called Open USD.
The list of backers is the actual story here. Visa. Mastercard. Stripe. Coinbase. BlackRock. BNY Mellon. American Express. Standard Chartern. BBVA. US Bank. These are not scrappy crypto startups trying to chip away at Circle's market share — these are the exact institutional partners Circle has spent years building relationships with, now backing a rival product simultaneously.
The mechanism explains why the market reacted this violently. Reserve interest generated 99% of Circle's revenue in 2024. Circle pays Coinbase — one of its own core distribution partners — $908 million a year just to help distribute USDC. Open USD flips that entire economic model: zero minting fees, zero redemption fees, no volume caps, and 100% of Treasury interest earned on reserves gets shared directly with partners instead of being captured by the issuer. For Visa, Mastercard, and Stripe — companies that move enormous transaction volume but have historically earned nothing from Circle's reserve income — Open USD offers them a direct cut of profits they were previously generating for someone else for free. Tether CEO Paolo Ardoino summed up the moment perfectly on X: "Welcome OUSD. Player 2 has entered the game."
Here's the honest complication that keeps this from being an automatic USDC death sentence: consortium-backed stablecoins have struggled before. PayPal's PYUSD has only reached $2.6 billion market cap after three years. Ripple's RLUSD sits at $1.6 billion after nearly two years. USDC currently commands roughly $73 billion, and USDT dominates at $145 billion. Network effects in stablecoins are brutal — liquidity, integrations, and trust compound over years, and a new consortium token doesn't inherit any of that automatically just because Visa's logo is attached.
CRCL had already shed 40% over the prior 30 days heading into this news, partly due to being removed from Russell Growth indices during June's reconstitution. William Blair maintains an Outperform rating, citing Circle's first-mover advantage. But the technical picture is ugly — the stock broke below its $84.37 double-top neckline and analysts are now watching $50, with $40 as the next downside target if that breaks.
The bigger picture for Binance Square readers: stablecoin competition just got dramatically more intense, with the biggest payment networks on earth now directly incentivized to push a rival token. Watch how fast OUSD actually gains real transaction volume versus USDC — that data, not the stock price reaction, will tell you whether this is a genuine threat or an overreaction.
Please subscribe, like, and share this article. It genuinely helps.
#Circle #USDC #stablecoin #OPENUSD #BinanceSquare
💥 USDC’s mother Circle experienced the worst day since its listing yesterday At yesterday’s close, Circle (CRCL) shares plunged 17%, setting the largest one-day drop since the company went public, with the market value evaporating by about $5.6 billion in a single day. Why did this happen? A coalition of more than 140 companies suddenly announced that they would launch a brand-new stablecoin called Open USD (OUSD), directly competing with USDC. Who’s in this coalition? After you read through this list, you’ll understand why Circle is in such dire straits: Stripe, Coinbase, BlackRock, Visa, Mastercard, American Express, Google, Shopify, BNY, Standard Chartered, Ripple... A full 140+ companies. Even worse: Coinbase is Circle’s core partner and one of USDC’s main distribution channels— but Coinbase has also joined the Open USD camp. It’s like your biggest distributor suddenly teamed up with your competitor. In my next post, I’ll explain in detail why Open USD poses such a threat. Do you think USDC can still hold onto its spot as the #2 stablecoin?👇 #Circle #USDC #BinanceSquare
💥 USDC’s mother Circle experienced the worst day since its listing yesterday

At yesterday’s close, Circle (CRCL) shares plunged 17%, setting the largest one-day drop since the company went public, with the market value evaporating by about $5.6 billion in a single day.

Why did this happen?

A coalition of more than 140 companies suddenly announced that they would launch a brand-new stablecoin called Open USD (OUSD), directly competing with USDC.

Who’s in this coalition?

After you read through this list, you’ll understand why Circle is in such dire straits:

Stripe, Coinbase, BlackRock, Visa, Mastercard, American Express, Google, Shopify, BNY, Standard Chartered, Ripple...

A full 140+ companies.

Even worse: Coinbase is Circle’s core partner and one of USDC’s main distribution channels—

but Coinbase has also joined the Open USD camp.

It’s like your biggest distributor suddenly teamed up with your competitor.

In my next post, I’ll explain in detail why Open USD poses such a threat.

Do you think USDC can still hold onto its spot as the #2 stablecoin?👇

#Circle #USDC #BinanceSquare
🚨 Stablecoin War Heats Up: Circle Slides as a Powerful New Rival Enters the Arena The stablecoin battle is entering a new phase. ⚠️ Circle's stock plunged more than 15% after a major industry announcement shook market sentiment. More than 140 companies, including Coinbase and Visa, have joined forces to introduce Open USD—a new rival stablecoin aiming to challenge the current market leaders. This move could reshape the competitive landscape of digital payments and stablecoins, signaling that the race for dominance is far from over. With heavyweight players backing Open USD, the industry may be heading toward a new era of competition and innovation. 👀 $CRCL {future}(CRCLUSDT) #Circle #CRCL #USDT #stablecoin
🚨 Stablecoin War Heats Up: Circle Slides as a Powerful New Rival Enters the Arena

The stablecoin battle is entering a new phase. ⚠️

Circle's stock plunged more than 15% after a major industry announcement shook market sentiment.

More than 140 companies, including Coinbase and Visa, have joined forces to introduce Open USD—a new rival stablecoin aiming to challenge the current market leaders.

This move could reshape the competitive landscape of digital payments and stablecoins, signaling that the race for dominance is far from over.

With heavyweight players backing Open USD, the industry may be heading toward a new era of competition and innovation. 👀

$CRCL
#Circle #CRCL #USDT #stablecoin
🚨 Financial giants launch Open USD: Is this the end of Circle as we know it? Visa, Mastercard, BlackRock, Coinbade, American Express, Google, Stripe, BNY Mellon, and more than 140 companies have just joined forces in the Open Standard coalition to launch OpenUSD (OUSD). This isn’t just another stablecoin: it’s a structural change in the industry. The proposal is revolutionary: • Free issuance and redemption. • Revenue from the reserves goes mainly to the partners (not the issuer) • Shared governance by the participants. Led by Zach Abrams (founder of Bridge, acquired by Stripe in 2024), the focus is on the “pipes”: distribution, merchant acceptance, card rails, liquidity, and compliance. Not about competing over who mints the digital dollar, but about who gets the revenue every time that dollar moves. Circle (issuer of USDC) fell more than 14% within hours of the announcement because it lost its reason for existing. The issuer becomes the most dispensable part of the chain. Money has always been in the infrastructure—and now the big players control it. In short: This isn’t a fight to mint dollars; it’s a battle for the profits from the movement of those dollars. OpenUSD aims to become the neutral, open infrastructure for global payments. #OUSD #Circle #Stablecoins #PagosDigital
🚨 Financial giants launch Open USD: Is this the end of Circle as we know it?
Visa, Mastercard, BlackRock, Coinbade, American Express, Google, Stripe, BNY Mellon, and more than 140 companies have just joined forces in the Open Standard coalition to launch OpenUSD (OUSD).
This isn’t just another stablecoin: it’s a structural change in the industry. The proposal is revolutionary:
• Free issuance and redemption.
• Revenue from the reserves goes
mainly to the partners (not the
issuer)
• Shared governance by the
participants.
Led by Zach Abrams (founder of Bridge, acquired by Stripe in 2024), the focus is on the “pipes”: distribution, merchant acceptance, card rails, liquidity, and compliance.
Not about competing over who mints the digital dollar, but about who gets the revenue every time that dollar moves.
Circle (issuer of USDC) fell more than 14% within hours of the announcement because it lost its reason for existing. The issuer becomes the most dispensable part of the chain. Money has always been in the infrastructure—and now the big players control it.
In short: This isn’t a fight to mint dollars; it’s a battle for the profits from the movement of those dollars. OpenUSD aims to become the neutral, open infrastructure for global payments.
#OUSD #Circle #Stablecoins #PagosDigital
Tech Giants Team Up to Launch the Stablecoin OpenUSD, Circle’s Stock Plunges 18%! Tech and financial giants including PayPal, Apple, Google, and Starbucks have jointly launched OpenUSD, an open payment network backed by USDC, aiming to connect traditional finance with decentralized finance. The moment the news broke, Circle’s stock—issuer of USDC—tumbled 18% after hours, and its market value shrank sharply. The market is now worried: with major players entering the stablecoin space, will existing stablecoin issuers face even stronger competitive pressure? Can OpenUSD successfully bridge the payment rails between the traditional and crypto worlds? $USDC #稳定币 #OpenUSD #Circle
Tech Giants Team Up to Launch the Stablecoin OpenUSD, Circle’s Stock Plunges 18%!

Tech and financial giants including PayPal, Apple, Google, and Starbucks have jointly launched OpenUSD, an open payment network backed by USDC, aiming to connect traditional finance with decentralized finance. The moment the news broke, Circle’s stock—issuer of USDC—tumbled 18% after hours, and its market value shrank sharply.

The market is now worried: with major players entering the stablecoin space, will existing stablecoin issuers face even stronger competitive pressure? Can OpenUSD successfully bridge the payment rails between the traditional and crypto worlds?

$USDC
#稳定币 #OpenUSD #Circle
Tech Giants Team Up to Launch Stablecoin OpenUSD, Circle Shares Plunge 18% The moment the news broke that tech giants such as PayPal, Amazon, and Visa jointly launched the stablecoin OpenUSD, USDC issuer Circle’s stock immediately nosedived 18%. The stablecoin market has always been a battleground for big players. Now that traditional finance and tech giants have personally entered the arena, it’s clear they’re eyeing this slice of the pie. With OpenUSD backed by major institutional resources, whether in terms of its user base or credibility endorsements, it can’t be underestimated—and for Circle, the impact is indeed significant. As the stablecoin race heats up further, it will only get more intense. Who do you think will come out on top? #稳定币 #OpenUSD #Circle $USDC
Tech Giants Team Up to Launch Stablecoin OpenUSD, Circle Shares Plunge 18%

The moment the news broke that tech giants such as PayPal, Amazon, and Visa jointly launched the stablecoin OpenUSD, USDC issuer Circle’s stock immediately nosedived 18%.

The stablecoin market has always been a battleground for big players. Now that traditional finance and tech giants have personally entered the arena, it’s clear they’re eyeing this slice of the pie. With OpenUSD backed by major institutional resources, whether in terms of its user base or credibility endorsements, it can’t be underestimated—and for Circle, the impact is indeed significant.

As the stablecoin race heats up further, it will only get more intense. Who do you think will come out on top?

#稳定币 #OpenUSD #Circle

$USDC
Circle co-founder Jeremy Allaire has just directly addressed the competitive topic surrounding OUSD, and his view is quite blunt: in the end, the fate of stablecoins ultimately comes down to network effects. Allaire believes that stablecoin networks are, in essence, internet platform–type businesses. In the long run, the landscape will inevitably be one of “winner-takes-most or winner-takes-all.” Liquidity and network effects are the decisive factors. As for OUSD’s “consortium-style stablecoin” model, he raised doubts: a multi-party alliance structure may look strong, but in actual operation it can easily lead to slow decision-making, misaligned incentives, and insufficient long-term execution capacity. Projects like Diem in the past have already shown that this kind of model is difficult to scale. In addition, regarding the currently popular designs for free minting/redemption, yield distribution, and decentralized governance, Allaire poured cold water as well: these ideas are indeed appealing in theory, but in reality, stablecoin businesses need steady profitability to continuously support infrastructure investment; otherwise, they only weaken the ability to build the network over the long term. What do you think about the prospects of consortium-style stablecoins? Will network effects truly determine everything? #稳定币 #Circle #OUSD $USDC
Circle co-founder Jeremy Allaire has just directly addressed the competitive topic surrounding OUSD, and his view is quite blunt: in the end, the fate of stablecoins ultimately comes down to network effects.

Allaire believes that stablecoin networks are, in essence, internet platform–type businesses. In the long run, the landscape will inevitably be one of “winner-takes-most or winner-takes-all.” Liquidity and network effects are the decisive factors.

As for OUSD’s “consortium-style stablecoin” model, he raised doubts: a multi-party alliance structure may look strong, but in actual operation it can easily lead to slow decision-making, misaligned incentives, and insufficient long-term execution capacity. Projects like Diem in the past have already shown that this kind of model is difficult to scale.

In addition, regarding the currently popular designs for free minting/redemption, yield distribution, and decentralized governance, Allaire poured cold water as well: these ideas are indeed appealing in theory, but in reality, stablecoin businesses need steady profitability to continuously support infrastructure investment; otherwise, they only weaken the ability to build the network over the long term.

What do you think about the prospects of consortium-style stablecoins? Will network effects truly determine everything?

#稳定币 #Circle #OUSD

$USDC
Stop the tape and look at the on-chain data from Circle—just poured in another $1.0000000$USDC billion into the ecosystem $SOL The total issuance volume for 2026 is now a cosmic $64.25 billion. The capital turnover speed in this network is simply insane. While armchair analysts argue on social media about which blockchain is better, major players are voting with real money. They need instant settlement and zero friction. Right now, only Solana is handling volumes like this. {future}(SOLUSDT) #CryptoNews #Solana #USDC #Circle
Stop the tape and look at the on-chain data from Circle—just poured in another $1.0000000$USDC billion into the ecosystem $SOL

The total issuance volume for 2026 is now a cosmic $64.25 billion.

The capital turnover speed in this network is simply insane.

While armchair analysts argue on social media about which blockchain is better, major players are voting with real money.

They need instant settlement and zero friction. Right now, only Solana is handling volumes like this.

#CryptoNews #Solana #USDC #Circle
Circle-related tokenized stocks $CRCL saw a 17.5% single-day plunge and hit a new intra-period low; what the market is truly worried about isn’t just one drop, but that the stablecoin’s moat is being repriced: 140 institutions are pushing OpenUSD, targeting the issuance and reserve-revenue model that Circle relies on. If the alliance brings stronger distribution and lower costs, the USDC growth premium could be squeezed; but implementation, compliance, and liquidity remain the key variables.#稳定币 #Circle #OpenUSD
Circle-related tokenized stocks $CRCL saw a 17.5% single-day plunge and hit a new intra-period low; what the market is truly worried about isn’t just one drop, but that the stablecoin’s moat is being repriced: 140 institutions are pushing OpenUSD, targeting the issuance and reserve-revenue model that Circle relies on. If the alliance brings stronger distribution and lower costs, the USDC growth premium could be squeezed; but implementation, compliance, and liquidity remain the key variables.#稳定币 #Circle #OpenUSD
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