“We’re setting the foundation for a new, open, programmable global financial system.”Sunil Sharma on USDC and what it enables as money and settlement move onto internet-native infrastructure at @NewYorkFed’s 2025 FX Market Structure Conference. https://t.co/Tvwq64VOM4 ...

RT Token Terminal 📊 (@tokenterminal)🇪🇺⛓️ With the EURC stablecoin, @circle is making a push into the EU market.Market cap for EURC is up by ~300% YoY, reaching ~$400 million in January '26.USDC, EURC, USYC, CCTP, CPN, Arc ... (there's a pattern here) https://t.co/hDuY2bmkI8 ...

Core Viewpoint - Circle (CRCL), the issuer of the stablecoin USDC, has received a second upgrade from Wall Street analysts within a week, indicating a shift in sentiment towards the stock [1] Group 1: Analyst Upgrades and Price Target - Compass Point's Ed Engel upgraded Circle's stock from sell to Neutral, despite maintaining the lowest price target among analysts at $60, down from $75 due to premium valuation concerns [2] - Engel's upgrade reflects a changing narrative, suggesting that the stock now trades more like a proxy for crypto markets rather than as a standalone fintech [2] Group 2: Market Dynamics and Regulatory Outlook - Engel previously downgraded the stock in July due to increased competition for stablecoins, but believes many concerns have been priced in by the market [3] - The potential passage of the CLARITY Act in 2026, which Engel sees as having a 60% probability, could provide clearer regulatory guidelines for stablecoins, potentially supporting USDC's growth [3][4] Group 3: Cyclical Nature of the Stock - Engel views Circle as trading like a cyclical stock, with USDC moving in correlation with ether (ETH) at 0.66 since the market dip in October, a trend expected to continue through mid-2026 [5] - Over 75% of USDC is currently utilized in high-risk crypto trading or lending applications, linking its performance closely to the volatile crypto market [5][6] Group 4: Competitive Landscape and Risks - USDC's supply has decreased by 9% since December, with emerging stablecoins like USDH, CASH, and PYUSD gaining market share, particularly on platforms like Solana and Hyperliquid [7] - There are concerns that Circle may guide 2026 operating expenses above Wall Street forecasts, as ongoing investments are unlikely to yield significant revenue in the near term [7]

Amid broad traditional market declines, crypto once again was the standout underperformer on Thursday. Modest overnight declines in crypto turned into a major rout in the U.S. morning as the Nasdaq shed more than 2% and gold tumbled nearly 10% from an overnight record. But while both of those markets managed sizable afternoon bounces — the Nasdaq closing with a decline of just 0.7% and gold reclaiming the $5,400 per ounce level — bitcoin and the rest of crypto held not far from session lows. Bitcoin was t ...

ALERT: CIRCLE JUST MINTED $750M $USDC https://t.co/CdtN44SpDd ...

I remember Cathie Wood used to purchase crypto stocks every few days last year. She made sure that her portfolio reallocation always had space for the trending crypto stocks. After all, Wood is a veteran investor in the digital assets space and moved ahead undaunted by criticism. When her asset management firm, ARK Invest, revealed that it was the first public asset manager to gain Bitcoin (BTC) exposure as early as 2015, the move was met with skepticism. ARK Invest CEO Cathie Wood As the crypto market ...

Building toward an Internet Financial System takes more than just stablecoins.In a new post, @chandhok, Circle’s Chief Product & Technology Officer, shares Circle’s product vision for 2026 and how blockchain infrastructure like @arc, digital assets including @USDC, and applications like Circle Payments Network work together as a full-stack platform.The piece explains how Circle is connecting open infrastructure, liquidity, and a broad set of applications to support real-world economic coordination natively ...

RT Nikhil Chandhok (@chandhok)We’re building toward an internet financial system through Arc, USDC, Circle Payments Network, and our interoperability services that connect them.The goal is simple: make money movement and value exchange efficient, programmable, and accessible worldwide. Read our product vision: https://t.co/TLglvFwZs3 ...

Group 1 - Copper is in early discussions regarding a potential public listing, with involvement from investment banks such as Goldman Sachs, Citi, and Deutsche Bank [1][2] - The decision to pursue an IPO will depend on Copper's near-term revenue performance [1] - Copper's spokesperson stated that while the company regularly evaluates financing options, there are currently no plans for an IPO [2] Group 2 - Copper is part of a growing trend among digital asset firms considering public markets, following the recent IPO of rival BitGo, which debuted at $18 per share [3] - BitGo achieved an initial market valuation of approximately $2 billion, with its stock surging 36% on the first trading day before facing a decline [4] - The cryptocurrency industry saw a significant increase in IPO activity in 2025, with at least 11 crypto IPOs raising a total of $14.6 billion, a substantial rise from $310 million in 2024 [6] Group 3 - The year 2025 marked a breakthrough for the cryptocurrency industry in public markets, driven by regulatory clarity and a supportive stance from the SEC [5][6] - Performance varied significantly among different firms, with some institutional-grade infrastructure companies seeing shares rise by as much as 200% on their opening days, while others like Gemini faced volatility and ended the year below their offer prices [7]

Featured issuers: @maplefinance, @Securitize, @circle, @OndoFinance, @SuperstateInc, @centrifuge, @tether, @Spiko_finance, @BackedFi, @Paxos, @worldlibertyfi, @RobinhoodApp, and many more! ...