Circle vs. Strategy: Which Crypto-Exposed Stock Has an Edge Now?
ZACKS·2025-12-15 18:41
Key Takeaways Circle's USDC circulation hit $73.7B, up 108% YoY, lifting its stablecoin market share to 29%.CRCL is scaling beyond stablecoins by its Payments Network & Arc blockchain testnet with institutional users.MSTR remains heavily tied to Bitcoin, with 640,808 BTC held and performance driven by crypto price swings.Circle Internet Group (CRCL) and Strategy (MSTR) are both publicly traded companies with stock performance closely tied to the cryptocurrency market, but they gain that exposure through dis ...