Core Insights - The article discusses the recent performance and updates related to Ethereum (ETH-USD) and the iShares Ethereum ETF (ETHA) [1] Group 1: Company Overview - The author has a long-standing background in media research, focusing on cryptocurrencies, particularly Bitcoin and Ethereum, as well as related sectors like metals and media equities [1] - The article serves as a recap for Ethereum, indicating a continued interest in the cryptocurrency market [1] Group 2: Investment Position - The author holds a beneficial long position in Bitcoin (BTC-USD) and Ethereum (ETH-USD) through various financial instruments [2] - The article reflects the author's personal investment strategies and insights rather than professional investment advice [2]

Daily News 🗞 | December 5• Tron sees $931.7M stablecoin inflow in last 24 hours• CFTC approves spot crypto trading on US exchanges• First leveraged Sui ETF prepares launch on Nasdaq• Solana Mobile to launch SKR native token in January• Grayscale Chainlink ETF draws $41M on debut#CryptoNews #PoloniexNEWS ...

The number of USDG holders on @solana has doubled in the past two months.USDG is a stablecoin issued by @Paxos. https://t.co/u6wTIEEHoI ...

RT Milk Road (@MilkRoad)The number of unique monthly wallets sending USDC (a stablecoin) on the Ethereum network has hit an all-time high of 1.6 million.The drivers?- Regulation.The EU's MiCA laws are forcing a massive "flight to quality," moving liquidity from USDT to compliant stables like USDC.- Institutions.Big players (like BlackRock) are using Ethereum mainnet to settle tokenized treasury trades.- Utility.While retail trades on L2s, high-value commercial payments are settling on Layer 1. ...

🐳 According to centralized exchange whale data, there have been several major coin transfers to exchanges in the past 24 hours. This includes $48.9M, $11.5M, and $8.9M moves of $USDe to Bybit. Generally, stablecoin moves to exchanges increases the likelihood of whale buys. https://t.co/dQOxvVfidB ...

Core Insights - Circle Internet Group's (CRCL) growth is significantly tied to the increasing adoption of the USDC stablecoin, with a current circulation of $76.44 billion as of November 28, reflecting a 108% year-over-year increase to $73.7 billion in Q3 2025, driven by institutional usage and blockchain integration [1][9] Group 1: USDC Adoption and Market Position - USDC transaction volumes surged by 580% year over year in Q3 2025, indicating rapid adoption across various sectors including payments, trading, and decentralized finance (DeFi) [2][9] - Circle's market share in the stablecoin sector has reached 29%, with USDC accounting for 40% of all stablecoin transaction volumes, showcasing strong network effects [1][9] Group 2: Circle Payments Network Expansion - The Circle Payments Network (CPN) is expanding, facilitating easier USDC payments and enhancing its adoption across different regions [3][9] - The CPN's growth is expected to reinforce Circle's network effects and further drive the use of USDC in everyday financial transactions [3] Group 3: Financial Performance and Projections - The Zacks Consensus Estimate predicts an 18% revenue increase for CRCL in 2026, reaching $3.22 billion, supported by the growing adoption of USDC [4] - Current earnings estimates indicate a loss of 87 cents per share for 2025, improving from a previous estimate of a loss of $1.94, with a projected earnings of 92 cents per share for 2026 [14][15] Group 4: Competitive Landscape - Coinbase Global (COIN) is emerging as a significant competitor, bolstered by rising USDC balances and a clearer regulatory environment, including a $2 billion acquisition of BVNK to enhance its stablecoin offerings [5] - Fiserv (FISV) is also positioning itself as a challenger by launching its own fiat-backed stablecoin, FIUSD, leveraging its extensive banking and payments network [6]

Payments just got easier across Korea.@BDACSKorea has launched the KRW1 stablecoin on Polygon, backed by the Korean won.• faster txns• lower fees• easier money movement https://t.co/pQjvEDNBTJ ...

9/ Migrate to native USDC now:https://t.co/1GCEMzE2d9Starknet (BTCFi arc) 🥷 (@Starknet):1/ Native USDC and Circle’s CCTP are now fully live on Starknet Mainnet.Bringing unified liquidity, smoother stablecoin UX, and a stronger path for institutional onboarding on Starknet.If you’re still holding USDC.e, it’s time to migrate. Here’s how to do it 🧵 https://t.co/EcTOGtEFsU ...

11/ Native USDC is now the canonical stablecoin on Starknet.Migration is simple, fast, and well-supported across the ecosystem.Start the migration now.Starknet (BTCFi arc) 🥷 (@Starknet):1/ Native USDC & CCTP are officially live on Starknet Mainnet.Users and builders can now access the world’s largest regulated stablecoin natively on Starknet, with the benefits of Circle’s burn-and-mint infrastructure.A massive milestone for the ecosystem 🧵 https://t.co/4TLHXcWhjB ...

Key Updates - Native USDC and Circle's CCTP are fully live on Starknet Mainnet [1] - This brings unified liquidity to Starknet [1] - It also provides a smoother stablecoin UX on Starknet [1] - It creates a stronger path for institutional onboarding on Starknet [1] Action Item - Users holding USDCe should migrate to native USDC [1]