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📊 #circleraises2026guidance | A CIRCLE INCREASES FORECASTS: WHERE IS THE OPPORTUNITY?

Circle ($CRCL ) just reported 2Q/2026 and raised its full-year guidance — Other Revenue for FY26 jumped from $150–170M to $310–330M, with the RLDC margin rising to 41.7–43.7%. The stock is up ~6–9% in pre-market trading.

🔍 KEY NUMBERS:

• USDC in circulation: $73.3B (+19% YoY)
• On-chain volume: $14.8T (+151% YoY)
• Arc mainnet launch on 9/16 with BlackRock, DTCC, Mastercard, and Visa as validators

⚠️ THE DETAIL FEW NOTICE:

Much of the “surprise” comes from revenue from an ARC token in pre-sale — non-recurring — while USDC circulation fell sequentially from $77B to $73.3B. In other words, it’s an RWA / tokenization story, not pure stablecoin growth.

📌 THE MOVE LISTED ON BINANCE (OUTSIDE OF BTC): ONDO

ONDO is the main RWA token and a direct beneficiary of the trend that Circle is pushing. The signals line up:

• Tokenized U.S. Treasuries hit a record $16.2B (+77% year-to-date)
• Ondo Perps surpassed $6B in cumulative volume
• Tokenized user base grew 15.7% in 30 days to 192k holders

📊 THE BIAS IS NEUTRAL-TO-LONG

RWA is the hot theme, but the $ONDO is still down -4.6% on the week, with some selling pressure coming from the team wallet. A daily close below $0.345 invalidates the long.

🎯 CONCLUSION:

Circle’s guidance increase confirms that the RWA / tokenization narrative is accelerating — and ONDO is the indirect way to benefit from it on Binance, rather than chasing the $CRCL stock.

⚠️ Not financial advice — trade at your own risk.

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