Circle

Circle Q3 Profit Triples, Beating Estimates, on USDC Growth
The shares slid in anticipation of lower U.S. interest rates, which would reduce revenue from reserve assets held to back the second-largest stablecoin.

Circle CEO Jeremy Allaire Calls Arc ‘an Economic OS for the internet’
In a recent CNBC interview, Jeremy Allaire outlined dollar-priced fees, fast finality, and privacy for Arc, while pointing to rising USDC use in emerging markets.

Circle’s USDC Overtakes Tether's USDT in Onchain Activity as Regulation Drives Shift: JPMorgan
USDC leapfrogged USDT in onchain activity as regulatory clarity pushes investors toward transparent and compliant stablecoins.

Circle, Issuer of USDC, Starts Testing Arc Blockchain With Big Institutions Onboard
The public testnet of Arc has drawn interest from global finance and tech players including BlackRock, HSBC, Visa, AWS and Anthropic.

ClearBank to Join Circle Payments Network, Expanding Access to MiCA-Compliant Stablecoins
ClearBank’s partnership with Circle aims to bring faster, lower-cost cross-border payments to Europe using USDC and EURC.

Crypto Exchange Coinbase Introduces Its Own Stablecoin Payments Platform
Coinbase Business, as the new service is called, will simplify vendor payments, eliminate chargebacks, and offer seamless API integrations.

Stablecoin Boom Nears $300B as New Platforms Push Market Beyond Trading: Artemis
Supply has surged 72% year-over-year, led by Ethereum, Solana, and Plasma’s record debut, as stablecoins begin to mirror core banking functions

Stablecoins Will Disrupt Cross-Border Payments, Investment Bank William Blair Says
Circle and Coinbase are poised to benefit most, as stablecoins reshape global payments and challenge the dominance of traditional correspondent banks.

Tether and Circle’s Dominance Is Being Put to the Test
The dominance of Tether and Circle, once seen as unshakable, is now facing its most formidable test yet, crypto product and strategy professional James Murrell argues.

Circle Can Withstand Rate Cuts as Stablecoin Demand Grows: Bernstein
The broker said lower interest rates could squeeze Circle’s revenue, but rising USDC adoption and operating leverage should keep profits on track.
