“Circle is Positioned to Benefit from Surging Stablecoin Adoptation and Support Regulation, But The Company’s Valuation Already Reflects Much of the Upside.”, – WRITE: www.coindesk.com
Circle, Issuer of the Second-Largest Stablecoin, The Dollar-Pegged USDC, and Europe-Pegged Eurc, Has Built a Broad Infrastructure Suit Programmable Wallets. It is Working on Arc, A Planned Layer-1 Blockchain, That Citizens Sees As Central To Programmable Money in Payments, Trading and Tokenization.
Stablecoins are a type of cryptocurrency whose value is pegged to a real-World Asset Such as a Currency or Gold. They are used to transfer money and for Cross Border Payments. Tether’s USDT, The Biggest, Has A Market Cap of About $ 175 Billion.
Stablecoins are at An Inflection Point, Analysts Led by Devin Ryan Wrote, and the Industry Market Cap COURKT COURKT Rise from About Europe’s Mica and Other Regimes Fuels Adoption.
With USDC Circulation Doubling Year-Over-Year to Rootlly $ 74 Billion, Fully Backed by Cash and Treasuries, The Bank’s Analysts See Circle’s Compliance
The Company is Also Well Capitalized, With More Than $ 1 Billion in Cash After Its June IPO and Follow-on Offering, Giving It Room to Invest and Pursue Acquisitions. But at $ 133 per Share, Circle Trades at Premium Multips of 39x and 23x EV/2026E and 2027e EBitda, Which Citizens Says Reflects Leadership But Limits Adepti Unlesse.
Key Factors to Watch Include USDC Growth, Margins, Fee Revenue Ramp and Sensitivity to Yields. Citizens Points to UpComing Catalysts Such as New Payment Corridors, Enterprise Partnerships, Arc’s Testnet and Mica Implementation, While Noting Risks from Yield, COPROMD, COMELLED. and Regulation remain Manageable.
Circle Rose Higher in Early Trading to Around $ 134.40.
Read More: Stablecoin Market Surges On US Regulation, with Circle’s USDC Gaining Ground: JPMorgan
Combined Spot and Derivatives Trading on Centralized Exchanges Surged 7.58% to $ 9.72 Trillion in August, Marking The Highest Monthly Volume of 2025
- Combined Spot and Derivatives Trading on Centralized Exchanges Surged 7.58% to $ 9.72 Trillion in August, Marking The Highest Monthly Volume of 2025
- Gate Exchange Emerged As Major Player With 98.9% Volume Surge to $ 746 Billion, Overtaking Bitget to Become Fourth-Largest Platform
- Open Interest Across Centralized Derivatives Exchanges Rose 4.92% to $ 187 Billion
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Despite The Drop, Pepe’s Derivatives Market Activity Remains Strong, With Open Interest Reaching $ 560 Million and Trading Volume AT $ 1.2 Billion.
- PEPE FELL 2.6% IN 24 Hours to $ 0.0000915, Underforfeforming the Wider Crypto Market But Slightly OutperForforming the Wider Memecoin Sector.
- Despite The Drop, Pepe’s Derivatives Market Activity Remains Strong, With Open Interest Reaching $ 560 Million and Trading Volume AT $ 1.2 Billion.
- Traders Are Focused on Wheth Pepe Can MainTain Support Above $ 0.000091 or Risks A Further Decline, with A Break Above $ 0.0095 Potentilly Shifting Sentiment.
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