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circle
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🌐 CIRCLE REPORTS $864.9 MILLION IN QUARTERLY REVENUE
Stablecoin issuer Circle reported quarterly revenue and reserve income of approximately $864.9 million, up 17%.
Its report also highlighted:
🔹 Adjusted EBITDA: $317 million
🔹 USDC on-chain transaction volume: $13.9 trillion
🔹 USDC transaction volume growth: 49%
Stablecoins remain an important part of crypto payments and financial infrastructure.
Can stablecoins become a bigger part of everyday finance?
#Circle #USDC #Stablecoins #CryptoAdoption $USDT
🌐 CIRCLE REPORTS $864.9 MILLION IN QUARTERLY REVENUE
Stablecoin issuer Circle reported quarterly revenue and reserve income of approximately $864.9 million, up 17%.
Its report also highlighted:
🔹 Adjusted EBITDA: $317 million
🔹 USDC on-chain transaction volume: $13.9 trillion
🔹 USDC transaction volume growth: 49%
Stablecoins remain an important part of crypto payments and financial infrastructure.
Can stablecoins become a bigger part of everyday finance?
#Circle #USDC #Stablecoins #CryptoAdoption $USDT
Stablecoin issuer Circle reported quarterly revenue and reserve income of approximately $864.9 million, up 17%.
Its report also highlighted:
🔹 Adjusted EBITDA: $317 million
🔹 USDC on-chain transaction volume: $13.9 trillion
🔹 USDC transaction volume growth: 49%
Stablecoins remain an important part of crypto payments and financial infrastructure.
Can stablecoins become a bigger part of everyday finance?
#Circle #USDC #Stablecoins #CryptoAdoption $USDT
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Bullish
🌕 $CRCL Circle Q3 2026 Results (Nov 4, 2026)
👉 Key numbers (YoY):
- USDC avg. circulation: $73.3B (+8%)
- USDC onchain volume: $13.9T(+49%)
- Revenue & reserve income: $865M (+17%)
- Net income: $226M (+5%)
- Adj. EBITDA: $317M (+85%)
👉 What drove the quarter:
- Reserve income $658M (-8%) on a 61 bps lower reserve return rate, partly offset by USDC growth
- Other revenue $207M (+627%), incl. $182M ARC token presale
- the big swing factor
- Distribution/transaction costs -8%; opex +16%
👉 Business highlights:
- Arc public mainnet launched Sept 16-100+ institutional/ecosystem builders day one
- ARC genesis mint: 10B tokens; POS transition targeted 2027
- Tazapay acquisition (Singapore B2B cross-border) — $25B+ annualized volume, 100+ payout markets, ~60% stablecoin-inclusive; close expected 2027
- Binance: $100M equity investment + expanded USDC partnership
- Chelsea FC principal partnership (front-of-shirt from 2026/27)
- Integrations: Samsung Wallet, Visa Direct commercial deployment, SAP-backed Tereina, Allaria (Argentina), Volante
👉 Watch items:
- Reserve income declining on rate compression — USDC growth needs to outrun it
- Adj. EBITDA boost is heavily ARC presale-driven; underlying core profitability is the question
- Tazapay + Arc execution risk into 2027
Bottom line: Strong volume and distribution momentum, but the headline beat is token-sale-flavored. Core reserve economics are the key debate.
$CRCL $USDC
{spot}(USDCUSDT)
{future}(CRCLUSDT)
#Circle #Binance #JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #US Data Center Rules May Constrain AI Expansion
🌕 $CRCL Circle Q3 2026 Results (Nov 4, 2026)
👉 Key numbers (YoY):
- USDC avg. circulation: $73.3B (+8%)
- USDC onchain volume: $13.9T(+49%)
- Revenue & reserve income: $865M (+17%)
- Net income: $226M (+5%)
- Adj. EBITDA: $317M (+85%)
👉 What drove the quarter:
- Reserve income $658M (-8%) on a 61 bps lower reserve return rate, partly offset by USDC growth
- Other revenue $207M (+627%), incl. $182M ARC token presale
- the big swing factor
- Distribution/transaction costs -8%; opex +16%
👉 Business highlights:
- Arc public mainnet launched Sept 16-100+ institutional/ecosystem builders day one
- ARC genesis mint: 10B tokens; POS transition targeted 2027
- Tazapay acquisition (Singapore B2B cross-border) — $25B+ annualized volume, 100+ payout markets, ~60% stablecoin-inclusive; close expected 2027
- Binance: $100M equity investment + expanded USDC partnership
- Chelsea FC principal partnership (front-of-shirt from 2026/27)
- Integrations: Samsung Wallet, Visa Direct commercial deployment, SAP-backed Tereina, Allaria (Argentina), Volante
👉 Watch items:
- Reserve income declining on rate compression — USDC growth needs to outrun it
- Adj. EBITDA boost is heavily ARC presale-driven; underlying core profitability is the question
- Tazapay + Arc execution risk into 2027
Bottom line: Strong volume and distribution momentum, but the headline beat is token-sale-flavored. Core reserve economics are the key debate.
$CRCL $USDC
#Circle #Binance #JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #US Data Center Rules May Constrain AI Expansion
👉 Key numbers (YoY):
- USDC avg. circulation: $73.3B (+8%)
- USDC onchain volume: $13.9T(+49%)
- Revenue & reserve income: $865M (+17%)
- Net income: $226M (+5%)
- Adj. EBITDA: $317M (+85%)
👉 What drove the quarter:
- Reserve income $658M (-8%) on a 61 bps lower reserve return rate, partly offset by USDC growth
- Other revenue $207M (+627%), incl. $182M ARC token presale
- the big swing factor
- Distribution/transaction costs -8%; opex +16%
👉 Business highlights:
- Arc public mainnet launched Sept 16-100+ institutional/ecosystem builders day one
- ARC genesis mint: 10B tokens; POS transition targeted 2027
- Tazapay acquisition (Singapore B2B cross-border) — $25B+ annualized volume, 100+ payout markets, ~60% stablecoin-inclusive; close expected 2027
- Binance: $100M equity investment + expanded USDC partnership
- Chelsea FC principal partnership (front-of-shirt from 2026/27)
- Integrations: Samsung Wallet, Visa Direct commercial deployment, SAP-backed Tereina, Allaria (Argentina), Volante
👉 Watch items:
- Reserve income declining on rate compression — USDC growth needs to outrun it
- Adj. EBITDA boost is heavily ARC presale-driven; underlying core profitability is the question
- Tazapay + Arc execution risk into 2027
Bottom line: Strong volume and distribution momentum, but the headline beat is token-sale-flavored. Core reserve economics are the key debate.
$CRCL $USDC
#Circle #Binance #JobsReportRaisesHikeOdds #CPITestsDecemberRateOutlook #US Data Center Rules May Constrain AI Expansion
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Circle minted another $250M of USDC on Solana — fresh dollar liquidity hitting the chain.
On November 7, 2026, around 06:06 Beijing time, Whale Alert flagged USDC Treasury minting 250 million USDC on Solana, roughly $250 million. Solscan showed the mint executed from Circle’s minting address. New stablecoin supply on Solana usually lands to meet demand from trading venues, lending markets, and payment apps.
That alone does not say where the coins go next — some batches move into DeFi quickly, others sit as inventory with exchanges and market makers. Watch on-chain flows over the coming sessions for how this mint is used. $USDC and $SOL remain the rails in this story.
#Circle #USDC #Solana
DYOR. Not financial advice.
{spot}(SOLUSDT)
{spot}(USDCUSDT)
Circle minted another $250M of USDC on Solana — fresh dollar liquidity hitting the chain.
On November 7, 2026, around 06:06 Beijing time, Whale Alert flagged USDC Treasury minting 250 million USDC on Solana, roughly $250 million. Solscan showed the mint executed from Circle’s minting address. New stablecoin supply on Solana usually lands to meet demand from trading venues, lending markets, and payment apps.
That alone does not say where the coins go next — some batches move into DeFi quickly, others sit as inventory with exchanges and market makers. Watch on-chain flows over the coming sessions for how this mint is used. $USDC and $SOL remain the rails in this story.
#Circle #USDC #Solana
DYOR. Not financial advice.
On November 7, 2026, around 06:06 Beijing time, Whale Alert flagged USDC Treasury minting 250 million USDC on Solana, roughly $250 million. Solscan showed the mint executed from Circle’s minting address. New stablecoin supply on Solana usually lands to meet demand from trading venues, lending markets, and payment apps.
That alone does not say where the coins go next — some batches move into DeFi quickly, others sit as inventory with exchanges and market makers. Watch on-chain flows over the coming sessions for how this mint is used. $USDC and $SOL remain the rails in this story.
#Circle #USDC #Solana
DYOR. Not financial advice.
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Bullish
$USDC
{future}(USDCUSDT)
*JUST IN: SAMSUNG WALLET LAUNCHES $USDC FOR 82 MILLION GALAXY DEVICES 🇺🇸🔥*
This is MASSIVE for mass adoption.
Samsung just turned the wallet app you already use for cards, IDs and boarding passes into a crypto wallet.
*What Just Launched:*
- *Buy, Hold, Send & Receive USDC* directly inside Samsung Wallet
- *82 Million Compatible Galaxy Devices* in the US
- *No Separate Crypto App. No Private Keys.*
- *Powered by Solana* for lightning-fast settlement
*How It Works:*
*1. Wallet-to-Wallet:* Send USDC to any compatible crypto wallet with *ZERO Samsung transfer fee*
*2. Global Remittance:* Send money to bank accounts in *60+ Countries* - recipient gets local currency, no crypto wallet needed
*3. Built-in Security:* Every transfer requires biometric authentication
*Behind The Scenes:*
- *USDC* by Circle
- *Custody:* Bastion + Coinbase Prime Vault
- *Network:* Solana (and Sui support)
*Launch Offer:* First top-up of $50+ gets *$25 in USDC*
This is not a test. This is Samsung, Apple’s biggest rival, putting stablecoins in 82M pockets overnight.
Western Union charges 5-10% and takes days. Samsung + Solana does it in seconds.
Crypto just went mainstream. The next 100M users won't come from exchanges. They'll come from their phone.
*Do you have a Samsung Galaxy? Are you using this?*
#Samsung #USDC #Solana #Crypto #Stablecoin #MassAdoption #Circle
$USDC
*JUST IN: SAMSUNG WALLET LAUNCHES $USDC FOR 82 MILLION GALAXY DEVICES 🇺🇸🔥*
This is MASSIVE for mass adoption.
Samsung just turned the wallet app you already use for cards, IDs and boarding passes into a crypto wallet.
*What Just Launched:*
- *Buy, Hold, Send & Receive USDC* directly inside Samsung Wallet
- *82 Million Compatible Galaxy Devices* in the US
- *No Separate Crypto App. No Private Keys.*
- *Powered by Solana* for lightning-fast settlement
*How It Works:*
*1. Wallet-to-Wallet:* Send USDC to any compatible crypto wallet with *ZERO Samsung transfer fee*
*2. Global Remittance:* Send money to bank accounts in *60+ Countries* - recipient gets local currency, no crypto wallet needed
*3. Built-in Security:* Every transfer requires biometric authentication
*Behind The Scenes:*
- *USDC* by Circle
- *Custody:* Bastion + Coinbase Prime Vault
- *Network:* Solana (and Sui support)
*Launch Offer:* First top-up of $50+ gets *$25 in USDC*
This is not a test. This is Samsung, Apple’s biggest rival, putting stablecoins in 82M pockets overnight.
Western Union charges 5-10% and takes days. Samsung + Solana does it in seconds.
Crypto just went mainstream. The next 100M users won't come from exchanges. They'll come from their phone.
*Do you have a Samsung Galaxy? Are you using this?*
#Samsung #USDC #Solana #Crypto #Stablecoin #MassAdoption #Circle
*JUST IN: SAMSUNG WALLET LAUNCHES $USDC FOR 82 MILLION GALAXY DEVICES 🇺🇸🔥*
This is MASSIVE for mass adoption.
Samsung just turned the wallet app you already use for cards, IDs and boarding passes into a crypto wallet.
*What Just Launched:*
- *Buy, Hold, Send & Receive USDC* directly inside Samsung Wallet
- *82 Million Compatible Galaxy Devices* in the US
- *No Separate Crypto App. No Private Keys.*
- *Powered by Solana* for lightning-fast settlement
*How It Works:*
*1. Wallet-to-Wallet:* Send USDC to any compatible crypto wallet with *ZERO Samsung transfer fee*
*2. Global Remittance:* Send money to bank accounts in *60+ Countries* - recipient gets local currency, no crypto wallet needed
*3. Built-in Security:* Every transfer requires biometric authentication
*Behind The Scenes:*
- *USDC* by Circle
- *Custody:* Bastion + Coinbase Prime Vault
- *Network:* Solana (and Sui support)
*Launch Offer:* First top-up of $50+ gets *$25 in USDC*
This is not a test. This is Samsung, Apple’s biggest rival, putting stablecoins in 82M pockets overnight.
Western Union charges 5-10% and takes days. Samsung + Solana does it in seconds.
Crypto just went mainstream. The next 100M users won't come from exchanges. They'll come from their phone.
*Do you have a Samsung Galaxy? Are you using this?*
#Samsung #USDC #Solana #Crypto #Stablecoin #MassAdoption #Circle
199
Circle’s 10 Billion ARC Mint: A New Blockchain Economy Taking Shape? 🌐
Circle has completed the genesis mint of 10 billion ARC tokens for its Arc Layer-1 blockchain, targeting a transition from Proof of Authority to Proof of Stake in 2027. ARC is designed to support network security, utility, and governance, while USDC will remain the gas-fee currency. Importantly, the mint does not confirm a public token launch.
The potential market impact is significant: Proof of Stake could introduce a token-based validator and governance economy, strengthening Arc’s institutional infrastructure ambitions. Watch validator decentralization, token distribution, staking design, and ecosystem adoption. These milestones will determine whether ARC becomes a meaningful part of the network or simply a large initial token supply.
$CRCLB $USDC $ARC #CoinVahini #Circle #ArcNetwork #Blockchain
Circle’s 10 Billion ARC Mint: A New Blockchain Economy Taking Shape? 🌐
Circle has completed the genesis mint of 10 billion ARC tokens for its Arc Layer-1 blockchain, targeting a transition from Proof of Authority to Proof of Stake in 2027. ARC is designed to support network security, utility, and governance, while USDC will remain the gas-fee currency. Importantly, the mint does not confirm a public token launch.
The potential market impact is significant: Proof of Stake could introduce a token-based validator and governance economy, strengthening Arc’s institutional infrastructure ambitions. Watch validator decentralization, token distribution, staking design, and ecosystem adoption. These milestones will determine whether ARC becomes a meaningful part of the network or simply a large initial token supply.
$CRCLB $USDC $ARC #CoinVahini #Circle #ArcNetwork #Blockchain
Circle has completed the genesis mint of 10 billion ARC tokens for its Arc Layer-1 blockchain, targeting a transition from Proof of Authority to Proof of Stake in 2027. ARC is designed to support network security, utility, and governance, while USDC will remain the gas-fee currency. Importantly, the mint does not confirm a public token launch.
The potential market impact is significant: Proof of Stake could introduce a token-based validator and governance economy, strengthening Arc’s institutional infrastructure ambitions. Watch validator decentralization, token distribution, staking design, and ecosystem adoption. These milestones will determine whether ARC becomes a meaningful part of the network or simply a large initial token supply.
$CRCLB $USDC $ARC #CoinVahini #Circle #ArcNetwork #Blockchain
24
Article
Circle Posts $226M Profit, Cuts 5% of Workforce Despite GrowthCircle just reported a strong Q3, but the decision to lay off staff could signal shifting priorities for stablecoin investors.
Circle, the issuer of $USDC stablecoin, posted a net income of $226 million in Q3, a 5% increase from last year. Combined revenue and reserve income reached $865 million, showing 17% year-over-year growth. Yet, despite these gains, Circle reduced its workforce by about 5%, surprising many given the profitable quarter.
The layoffs resulted in $9.1 million in restructuring costs, covering severance and benefits. Notably, Circle offset some of these expenses with a $5.7 million reversal in stock-based compensation, thanks to forfeited unvested shares. This move, paired with an 85% jump in adjusted EBITDA to $317 million, raises questions about the company's long-term cost discipline and operational focus.
While the total amount of $USDC in circulation hit an all-time high, averaging $73.3 billion and ending September at $73.9 billion, Circle's share of the fiat-backed stablecoin market slipped to 27%. This contrast between a growing user base and shrinking market share highlights the competitive pressure Circle faces, even as demand for $USDC remains solid.
One challenge: reserve income fell 8% year-over-year to $658 million as interest rates on reserves declined. The reserve return rate dropped to 3.5%, showing not all business segments are trending upward. Still, Circle's overall financial performance beat analyst expectations.
Management's focus seems to be on streamlining operations and protecting margins as market dynamics evolve. It's unclear if these layoffs are part of a larger cost-cutting trend or a one-time adjustment after recent product launches.
Will Circle's restructuring help it stay competitive in the stablecoin race, or is it a warning sign for USDC holders?
#Circle #USDC #stablecoin #crypto
Circle Posts $226M Profit, Cuts 5% of Workforce Despite Growth
Circle just reported a strong Q3, but the decision to lay off staff could signal shifting priorities for stablecoin investors.
Circle, the issuer of $USDC stablecoin, posted a net income of $226 million in Q3, a 5% increase from last year. Combined revenue and reserve income reached $865 million, showing 17% year-over-year growth. Yet, despite these gains, Circle reduced its workforce by about 5%, surprising many given the profitable quarter.
The layoffs resulted in $9.1 million in restructuring costs, covering severance and benefits. Notably, Circle offset some of these expenses with a $5.7 million reversal in stock-based compensation, thanks to forfeited unvested shares. This move, paired with an 85% jump in adjusted EBITDA to $317 million, raises questions about the company's long-term cost discipline and operational focus.
While the total amount of $USDC in circulation hit an all-time high, averaging $73.3 billion and ending September at $73.9 billion, Circle's share of the fiat-backed stablecoin market slipped to 27%. This contrast between a growing user base and shrinking market share highlights the competitive pressure Circle faces, even as demand for $USDC remains solid.
One challenge: reserve income fell 8% year-over-year to $658 million as interest rates on reserves declined. The reserve return rate dropped to 3.5%, showing not all business segments are trending upward. Still, Circle's overall financial performance beat analyst expectations.
Management's focus seems to be on streamlining operations and protecting margins as market dynamics evolve. It's unclear if these layoffs are part of a larger cost-cutting trend or a one-time adjustment after recent product launches.
Will Circle's restructuring help it stay competitive in the stablecoin race, or is it a warning sign for USDC holders?
#Circle #USDC #stablecoin #crypto
Circle, the issuer of $USDC stablecoin, posted a net income of $226 million in Q3, a 5% increase from last year. Combined revenue and reserve income reached $865 million, showing 17% year-over-year growth. Yet, despite these gains, Circle reduced its workforce by about 5%, surprising many given the profitable quarter.
The layoffs resulted in $9.1 million in restructuring costs, covering severance and benefits. Notably, Circle offset some of these expenses with a $5.7 million reversal in stock-based compensation, thanks to forfeited unvested shares. This move, paired with an 85% jump in adjusted EBITDA to $317 million, raises questions about the company's long-term cost discipline and operational focus.
While the total amount of $USDC in circulation hit an all-time high, averaging $73.3 billion and ending September at $73.9 billion, Circle's share of the fiat-backed stablecoin market slipped to 27%. This contrast between a growing user base and shrinking market share highlights the competitive pressure Circle faces, even as demand for $USDC remains solid.
One challenge: reserve income fell 8% year-over-year to $658 million as interest rates on reserves declined. The reserve return rate dropped to 3.5%, showing not all business segments are trending upward. Still, Circle's overall financial performance beat analyst expectations.
Management's focus seems to be on streamlining operations and protecting margins as market dynamics evolve. It's unclear if these layoffs are part of a larger cost-cutting trend or a one-time adjustment after recent product launches.
Will Circle's restructuring help it stay competitive in the stablecoin race, or is it a warning sign for USDC holders?
#Circle #USDC #stablecoin #crypto
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Verified
Article
🚨 LATEST: CIRCLE REPORTS $865 MILLION IN Q3 REVENUE!📊 Circle has delivered strong financial results, reporting $865 million in Q3 revenue and reserve income, representing a 17% increase year-over-year.
🔥 KEY FINANCIAL HIGHLIGHTS:
💰 Q3 Revenue & Reserve Income: $865 Million
📈 Year-over-Year Growth: 17%
🚀 Q3 Adjusted EBITDA: $317 Million
📊 Q3 2025 Adjusted EBITDA: $171.5 Million
⚡ WHY THIS MATTERS:
Circle's significantly higher adjusted EBITDA highlights improving financial performance and growing business strength.
As the company behind $USDC , Circle remains an important player in the global stablecoin ecosystem.
🌍 BIG PICTURE:
The latest results highlight the growing business potential of stablecoins and the expanding role of digital dollars in the crypto industry.
$BTC
💬 WHAT DO YOU THINK?
Can Circle continue its growth as global demand for stablecoins increases?
👇 Share your thoughts!
#Circle #USDC #ADPUSPrivateEmployersAdd86000JobsInOctober #stablecoin #BinanceSquareTalks
{spot}(USDCUSDT)
{spot}(BTCUSDT)
🚨 LATEST: CIRCLE REPORTS $865 MILLION IN Q3 REVENUE!
📊 Circle has delivered strong financial results, reporting $865 million in Q3 revenue and reserve income, representing a 17% increase year-over-year.
🔥 KEY FINANCIAL HIGHLIGHTS:
💰 Q3 Revenue & Reserve Income: $865 Million
📈 Year-over-Year Growth: 17%
🚀 Q3 Adjusted EBITDA: $317 Million
📊 Q3 2025 Adjusted EBITDA: $171.5 Million
⚡ WHY THIS MATTERS:
Circle's significantly higher adjusted EBITDA highlights improving financial performance and growing business strength.
As the company behind $USDC , Circle remains an important player in the global stablecoin ecosystem.
🌍 BIG PICTURE:
The latest results highlight the growing business potential of stablecoins and the expanding role of digital dollars in the crypto industry.
$BTC
💬 WHAT DO YOU THINK?
Can Circle continue its growth as global demand for stablecoins increases?
👇 Share your thoughts!
#Circle #USDC #ADPUSPrivateEmployersAdd86000JobsInOctober #stablecoin #BinanceSquareTalks
🔥 KEY FINANCIAL HIGHLIGHTS:
💰 Q3 Revenue & Reserve Income: $865 Million
📈 Year-over-Year Growth: 17%
🚀 Q3 Adjusted EBITDA: $317 Million
📊 Q3 2025 Adjusted EBITDA: $171.5 Million
⚡ WHY THIS MATTERS:
Circle's significantly higher adjusted EBITDA highlights improving financial performance and growing business strength.
As the company behind $USDC , Circle remains an important player in the global stablecoin ecosystem.
🌍 BIG PICTURE:
The latest results highlight the growing business potential of stablecoins and the expanding role of digital dollars in the crypto industry.
$BTC
💬 WHAT DO YOU THINK?
Can Circle continue its growth as global demand for stablecoins increases?
👇 Share your thoughts!
#Circle #USDC #ADPUSPrivateEmployersAdd86000JobsInOctober #stablecoin #BinanceSquareTalks
1
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Bullish
📊 Circle's Q3 numbers look strong — until you separate the ARC token presale
Total revenue and reserve income reached $865M, up 17% YoY
But $182M came from recognized ARC token presale revenue
Without that contribution, the figure falls to roughly $683M — below last year's $740M
$ARC
{future}(ARCUSDT)
Meanwhile 👇
🔹 USDC onchain volume: $13.9T, up 49%
🔹 Average USDC circulation: $73.3B, up 8%
🔹 Reserve income: $658M, down 8%
$CIRC.US
{stock_us}(CIRC.US)
That's the interesting contradiction
USDC usage is expanding, but lower reserve yields are weighing on Circle's core earnings engine
And token presale revenue shouldn't be treated as a recurring quarterly run rate
$SOL
{future}(SOLUSDT)
📌 Watch reserve margins, non-ARC revenue and actual Arc network activity in the coming quarters
Growing usage is one thing
Turning it into sustainable earnings is another
#USDC #Circle #ARC
📊 Circle's Q3 numbers look strong — until you separate the ARC token presale
Total revenue and reserve income reached $865M, up 17% YoY
But $182M came from recognized ARC token presale revenue
Without that contribution, the figure falls to roughly $683M — below last year's $740M
$ARC
Meanwhile 👇
🔹 USDC onchain volume: $13.9T, up 49%
🔹 Average USDC circulation: $73.3B, up 8%
🔹 Reserve income: $658M, down 8%
$CIRC.US
That's the interesting contradiction
USDC usage is expanding, but lower reserve yields are weighing on Circle's core earnings engine
And token presale revenue shouldn't be treated as a recurring quarterly run rate
$SOL
📌 Watch reserve margins, non-ARC revenue and actual Arc network activity in the coming quarters
Growing usage is one thing
Turning it into sustainable earnings is another
#USDC #Circle #ARC
Total revenue and reserve income reached $865M, up 17% YoY
But $182M came from recognized ARC token presale revenue
Without that contribution, the figure falls to roughly $683M — below last year's $740M
$ARC
Meanwhile 👇
🔹 USDC onchain volume: $13.9T, up 49%
🔹 Average USDC circulation: $73.3B, up 8%
🔹 Reserve income: $658M, down 8%
$CIRC.US
That's the interesting contradiction
USDC usage is expanding, but lower reserve yields are weighing on Circle's core earnings engine
And token presale revenue shouldn't be treated as a recurring quarterly run rate
$SOL
📌 Watch reserve margins, non-ARC revenue and actual Arc network activity in the coming quarters
Growing usage is one thing
Turning it into sustainable earnings is another
#USDC #Circle #ARC
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USDC this week: Stripe widens its reach while Ark keeps buying its issuerTwo separate USDC stories landed this week: one about payments plumbing, one about equity investors.
$USDC
KEY TAKEAWAYS
- Stripe's Global Payouts now lets eligible US businesses send USDC or OUSD to recipients' crypto wallets in more than 160 markets.
- Ark's ARKF ETF bought 1,894 Circle (CRCL) shares, about $144K, on November 4, while Ark's funds sold about $2.9M of Bullish (BLSH).
- Ark has sold Bullish and bought Circle in every session from Oct 30 to Nov 4, per its daily trade disclosures.
ANALYSIS
(Our interpretation, not confirmed fact.)
- Our reading: USDC is showing up on two different fronts at once. Stripe is putting it into a standard business payout tool, and Ark keeps adding shares of Circle, the company that issues it.
- The two moves are not connected, and Ark has not said why it is rotating from Bullish into Circle. Still, they point the same way: more mainstream payment and investment channels are touching the USDC ecosystem.
- Scale is still small. The Stripe wallet payout feature is in public preview and excludes New York businesses, and Ark's Circle buys are modest in dollar terms.
WHAT TO WATCH
- Whether Stripe moves crypto wallet payouts out of public preview.
- Whether Ark's daily disclosures keep showing Circle buys and Bullish sales.
VERIFIED FACTS
- Ark Invest sold about $2.9 million worth of Bullish (BLSH) shares across ARKK, ARKW and ARKF on Wednesday, November 4, 2026.
- Ark's ARKF ETF bought 1,894 Circle (CRCL) shares, worth about $144K, on November 4.
- Stripe's Global Payouts lets eligible US businesses send stablecoin payouts from their Stripe Treasury financial account to recipients' external crypto wallets in more than 160 markets.
- The supported stablecoins are USDC and OUSD; USDC runs on networks including Ethereum, Base, Solana, Arbitrum and Polygon, while OUSD runs on Base, Ethereum, Solana and Tempo.
LIMITS
- Ark's dollar figures are estimates based on closing prices from its trade disclosures.
- We do not know Ark's reasons for the trades; any link to Stripe's product is our interpretation only.
- This analysis is informational, based only on already-verified reports, and is not financial advice. Digital assets are volatile.
SOURCES
- https://x.com/TheBlockCo/status/2118203453944348798
- https://docs.stripe.com/global-payouts/send-money/stablecoins
💬 Is USDC's growth being driven more by payment rails like Stripe or by investor interest in Circle?
#CryptoAnalysis #Stablecoins #Circle
USDC this week: Stripe widens its reach while Ark keeps buying its issuer
Two separate USDC stories landed this week: one about payments plumbing, one about equity investors.
$USDC
KEY TAKEAWAYS
- Stripe's Global Payouts now lets eligible US businesses send USDC or OUSD to recipients' crypto wallets in more than 160 markets.
- Ark's ARKF ETF bought 1,894 Circle (CRCL) shares, about $144K, on November 4, while Ark's funds sold about $2.9M of Bullish (BLSH).
- Ark has sold Bullish and bought Circle in every session from Oct 30 to Nov 4, per its daily trade disclosures.
ANALYSIS
(Our interpretation, not confirmed fact.)
- Our reading: USDC is showing up on two different fronts at once. Stripe is putting it into a standard business payout tool, and Ark keeps adding shares of Circle, the company that issues it.
- The two moves are not connected, and Ark has not said why it is rotating from Bullish into Circle. Still, they point the same way: more mainstream payment and investment channels are touching the USDC ecosystem.
- Scale is still small. The Stripe wallet payout feature is in public preview and excludes New York businesses, and Ark's Circle buys are modest in dollar terms.
WHAT TO WATCH
- Whether Stripe moves crypto wallet payouts out of public preview.
- Whether Ark's daily disclosures keep showing Circle buys and Bullish sales.
VERIFIED FACTS
- Ark Invest sold about $2.9 million worth of Bullish (BLSH) shares across ARKK, ARKW and ARKF on Wednesday, November 4, 2026.
- Ark's ARKF ETF bought 1,894 Circle (CRCL) shares, worth about $144K, on November 4.
- Stripe's Global Payouts lets eligible US businesses send stablecoin payouts from their Stripe Treasury financial account to recipients' external crypto wallets in more than 160 markets.
- The supported stablecoins are USDC and OUSD; USDC runs on networks including Ethereum, Base, Solana, Arbitrum and Polygon, while OUSD runs on Base, Ethereum, Solana and Tempo.
LIMITS
- Ark's dollar figures are estimates based on closing prices from its trade disclosures.
- We do not know Ark's reasons for the trades; any link to Stripe's product is our interpretation only.
- This analysis is informational, based only on already-verified reports, and is not financial advice. Digital assets are volatile.
SOURCES
- https://x.com/TheBlockCo/status/2118203453944348798
- https://docs.stripe.com/global-payouts/send-money/stablecoins
💬 Is USDC's growth being driven more by payment rails like Stripe or by investor interest in Circle?
#CryptoAnalysis #Stablecoins #Circle
$USDC
KEY TAKEAWAYS
- Stripe's Global Payouts now lets eligible US businesses send USDC or OUSD to recipients' crypto wallets in more than 160 markets.
- Ark's ARKF ETF bought 1,894 Circle (CRCL) shares, about $144K, on November 4, while Ark's funds sold about $2.9M of Bullish (BLSH).
- Ark has sold Bullish and bought Circle in every session from Oct 30 to Nov 4, per its daily trade disclosures.
ANALYSIS
(Our interpretation, not confirmed fact.)
- Our reading: USDC is showing up on two different fronts at once. Stripe is putting it into a standard business payout tool, and Ark keeps adding shares of Circle, the company that issues it.
- The two moves are not connected, and Ark has not said why it is rotating from Bullish into Circle. Still, they point the same way: more mainstream payment and investment channels are touching the USDC ecosystem.
- Scale is still small. The Stripe wallet payout feature is in public preview and excludes New York businesses, and Ark's Circle buys are modest in dollar terms.
WHAT TO WATCH
- Whether Stripe moves crypto wallet payouts out of public preview.
- Whether Ark's daily disclosures keep showing Circle buys and Bullish sales.
VERIFIED FACTS
- Ark Invest sold about $2.9 million worth of Bullish (BLSH) shares across ARKK, ARKW and ARKF on Wednesday, November 4, 2026.
- Ark's ARKF ETF bought 1,894 Circle (CRCL) shares, worth about $144K, on November 4.
- Stripe's Global Payouts lets eligible US businesses send stablecoin payouts from their Stripe Treasury financial account to recipients' external crypto wallets in more than 160 markets.
- The supported stablecoins are USDC and OUSD; USDC runs on networks including Ethereum, Base, Solana, Arbitrum and Polygon, while OUSD runs on Base, Ethereum, Solana and Tempo.
LIMITS
- Ark's dollar figures are estimates based on closing prices from its trade disclosures.
- We do not know Ark's reasons for the trades; any link to Stripe's product is our interpretation only.
- This analysis is informational, based only on already-verified reports, and is not financial advice. Digital assets are volatile.
SOURCES
- https://x.com/TheBlockCo/status/2118203453944348798
- https://docs.stripe.com/global-payouts/send-money/stablecoins
💬 Is USDC's growth being driven more by payment rails like Stripe or by investor interest in Circle?
#CryptoAnalysis #Stablecoins #Circle
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Cathie Wood's Ark trimmed Bullish again on Wednesday, its fourth straight session of BLSH selling.
• Ark's ARKK, ARKW and ARKF ETFs sold about $2.9M of Bullish (BLSH) shares on Wednesday, Nov 4
• ARKF bought about $144K of Circle (CRCL), or 1,894 shares per The Block
• Ark has sold Bullish and bought Circle in every session from Oct 30 to Nov 4, per its daily trade disclosures
Why it matters: Ark keeps rotating within crypto equities: out of exchange operator Bullish, into USDC issuer Circle.
Source: The Block
Not financial advice.
💬 Is Ark's steady Bullish-to-Circle rotation a stablecoin bet or just portfolio rebalancing?
#ArkInvest #Circle #Bullish
Cathie Wood's Ark trimmed Bullish again on Wednesday, its fourth straight session of BLSH selling.
• Ark's ARKK, ARKW and ARKF ETFs sold about $2.9M of Bullish (BLSH) shares on Wednesday, Nov 4
• ARKF bought about $144K of Circle (CRCL), or 1,894 shares per The Block
• Ark has sold Bullish and bought Circle in every session from Oct 30 to Nov 4, per its daily trade disclosures
Why it matters: Ark keeps rotating within crypto equities: out of exchange operator Bullish, into USDC issuer Circle.
Source: The Block
Not financial advice.
💬 Is Ark's steady Bullish-to-Circle rotation a stablecoin bet or just portfolio rebalancing?
#ArkInvest #Circle #Bullish
• Ark's ARKK, ARKW and ARKF ETFs sold about $2.9M of Bullish (BLSH) shares on Wednesday, Nov 4
• ARKF bought about $144K of Circle (CRCL), or 1,894 shares per The Block
• Ark has sold Bullish and bought Circle in every session from Oct 30 to Nov 4, per its daily trade disclosures
Why it matters: Ark keeps rotating within crypto equities: out of exchange operator Bullish, into USDC issuer Circle.
Source: The Block
Not financial advice.
💬 Is Ark's steady Bullish-to-Circle rotation a stablecoin bet or just portfolio rebalancing?
#ArkInvest #Circle #Bullish
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Circle just posted $865M in Q3 revenue and reserve income, up 17% year over year.
The numbers (per Odaily):
• USDC on-chain volume: $13.9T, up 49%
• Market share: 27%
• Yet Circle also cut 5% of staff (CoinDesk)
Stablecoin usage is growing much faster than revenue. Rates, competition and a new Congress writing reserve and AML rules are the swing factors for $USDC from here.
Is USDC's 27% share a floor or a ceiling for 2027? Share your view below.
#USDC #Circle #Stablecoins #Crypto
Circle just posted $865M in Q3 revenue and reserve income, up 17% year over year.
The numbers (per Odaily):
• USDC on-chain volume: $13.9T, up 49%
• Market share: 27%
• Yet Circle also cut 5% of staff (CoinDesk)
Stablecoin usage is growing much faster than revenue. Rates, competition and a new Congress writing reserve and AML rules are the swing factors for $USDC from here.
Is USDC's 27% share a floor or a ceiling for 2027? Share your view below.
#USDC #Circle #Stablecoins #Crypto
The numbers (per Odaily):
• USDC on-chain volume: $13.9T, up 49%
• Market share: 27%
• Yet Circle also cut 5% of staff (CoinDesk)
Stablecoin usage is growing much faster than revenue. Rates, competition and a new Congress writing reserve and AML rules are the swing factors for $USDC from here.
Is USDC's 27% share a floor or a ceiling for 2027? Share your view below.
#USDC #Circle #Stablecoins #Crypto
2
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Stayed up late to watch Circle’s Q3 earnings call. Honestly, this company isn’t trying to make a quick buck.
First, the less flattering parts 👇
1️⃣ In its partnership with Binance, Circle charged no upfront fee to get in the door. Instead, it has to spend money on channel incentives—and management itself admits that profit margins will be squeezed in Q4.
2️⃣ The CPN payments network has just started testing fees on some traffic. Circle estimates it won’t make a meaningful revenue contribution until 2027.
But look at it another way: this is exactly where the ambition lies 👇
✅ Spend money to secure channels and build out the network, growing the pie first;
✅ Gradually move transactions and settlements onto its own Arc chain. Transfers generate fees, which validators earn a share of—and Circle gets a piece too;
✅ The ultimate goal isn’t to sell coins, but to keep USDC circulating within the network—as working capital, for investments, and for lending. The more funds stay in the system, the bigger the pool grows.
This playbook looks familiar: the food-delivery wars, Didi’s subsidies, Pinduoduo’s “slash the price” campaigns—all involved losing money upfront to capture the market, then reaping long-term returns.
My take:
The broader landscape for dollar settlements hasn’t changed. Circle holds compliance licenses, is the world’s second-largest by scale, and has Binance backing it. The short-term financials may be painful, but its moat is being built for real.
When investing, don’t fixate on one quarter’s profit swings. Look at what the company is building.
$CRCL #Circle #USDC #稳定币 #Binance
(Viewpoint inspired by @zhuanbidao. Not investment advice. DYOR)
Stayed up late to watch Circle’s Q3 earnings call. Honestly, this company isn’t trying to make a quick buck.
First, the less flattering parts 👇
1️⃣ In its partnership with Binance, Circle charged no upfront fee to get in the door. Instead, it has to spend money on channel incentives—and management itself admits that profit margins will be squeezed in Q4.
2️⃣ The CPN payments network has just started testing fees on some traffic. Circle estimates it won’t make a meaningful revenue contribution until 2027.
But look at it another way: this is exactly where the ambition lies 👇
✅ Spend money to secure channels and build out the network, growing the pie first;
✅ Gradually move transactions and settlements onto its own Arc chain. Transfers generate fees, which validators earn a share of—and Circle gets a piece too;
✅ The ultimate goal isn’t to sell coins, but to keep USDC circulating within the network—as working capital, for investments, and for lending. The more funds stay in the system, the bigger the pool grows.
This playbook looks familiar: the food-delivery wars, Didi’s subsidies, Pinduoduo’s “slash the price” campaigns—all involved losing money upfront to capture the market, then reaping long-term returns.
My take:
The broader landscape for dollar settlements hasn’t changed. Circle holds compliance licenses, is the world’s second-largest by scale, and has Binance backing it. The short-term financials may be painful, but its moat is being built for real.
When investing, don’t fixate on one quarter’s profit swings. Look at what the company is building.
$CRCL #Circle #USDC #稳定币 #Binance
(Viewpoint inspired by @zhuanbidao. Not investment advice. DYOR)
First, the less flattering parts 👇
1️⃣ In its partnership with Binance, Circle charged no upfront fee to get in the door. Instead, it has to spend money on channel incentives—and management itself admits that profit margins will be squeezed in Q4.
2️⃣ The CPN payments network has just started testing fees on some traffic. Circle estimates it won’t make a meaningful revenue contribution until 2027.
But look at it another way: this is exactly where the ambition lies 👇
✅ Spend money to secure channels and build out the network, growing the pie first;
✅ Gradually move transactions and settlements onto its own Arc chain. Transfers generate fees, which validators earn a share of—and Circle gets a piece too;
✅ The ultimate goal isn’t to sell coins, but to keep USDC circulating within the network—as working capital, for investments, and for lending. The more funds stay in the system, the bigger the pool grows.
This playbook looks familiar: the food-delivery wars, Didi’s subsidies, Pinduoduo’s “slash the price” campaigns—all involved losing money upfront to capture the market, then reaping long-term returns.
My take:
The broader landscape for dollar settlements hasn’t changed. Circle holds compliance licenses, is the world’s second-largest by scale, and has Binance backing it. The short-term financials may be painful, but its moat is being built for real.
When investing, don’t fixate on one quarter’s profit swings. Look at what the company is building.
$CRCL #Circle #USDC #稳定币 #Binance
(Viewpoint inspired by @zhuanbidao. Not investment advice. DYOR)
219
Article
Circle Pivots Revenue Model via ARC Token SaleCircle is diversifying revenue through the ARC token sale to hedge against declining interest rates. As yields on USDC compress, the company is shifting focus toward payments fees and staking rewards. This represents a strategic move to stabilize income amidst a changing macro environment. Institutional players should watch how this affects stablecoin market dynamics and issuer profitability.
#Circle #USDC
Circle Pivots Revenue Model via ARC Token Sale
Circle is diversifying revenue through the ARC token sale to hedge against declining interest rates. As yields on USDC compress, the company is shifting focus toward payments fees and staking rewards. This represents a strategic move to stabilize income amidst a changing macro environment. Institutional players should watch how this affects stablecoin market dynamics and issuer profitability.
#Circle #USDC
#Circle #USDC
1
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Today’s Crypto Fortune｜Today’s hexagram: Wind and Thunder, Increase—mutual benefit through growth: Binance puts up the money, Circle delivers the goods, and each gets what they need.
Binance has just plugged a $6.3 billion hole, and now it’s turning around to invest $100 million in Circle. What exactly is that money buying?
Data source: Circle’s Q3 earnings report (via the Binance Square news page); snapshot taken the morning of 11-07. Figures are given as ranges rather than forced into a single number.
Circle’s Q3 revenue was $865 million, up 17%; adjusted EBITDA was $317 million, up 85%; and net income from continuing operations was $226 million, up 5%. Of that, $182 million came from the presale of ARC tokens. Excluding that, revenue was about $683 million, down 8%. Reserve income was $658 million, down 8%, while the reserve yield fell 61 basis points to 3.5%. Binance made a $100 million equity investment and also renewed and expanded its USDC partnership, with a focus on emerging markets. USDC in circulation totaled $73.9 billion, flat year over year, with a 27% market share; USDC held on Circle’s platform amounted to $13.9 billion, up 36%. The Arc public blockchain launched its mainnet on September 16. The acquisition of Tazapay is expected to close in 2027, and the company cut about 5% of its workforce this quarter.
Binance was just robbed of $6.3 billion and is still plugging the hole in stages, yet now it’s turning around to invest $100 million in Circle. It’s not buying the earnings report—it’s buying a lifeline: USDC.
Honestly, the closer Binance and Circle are tied together, the sturdier USDC’s foundation gets. Stablecoins are the bull market’s ammunition depot; now that the depot is expanding, it’s only a matter of time before the guns start firing. USDC is currently a Rapid Riser among the Square’s six-hour trending searches. Where the money goes, that’s where people look.
I’ll keep you posted whenever USDC’s circulating supply moves—follow me, and I’ll keep count of the stablecoin ammo.
The reading is done; set your own position. — Leftover Hand
For entertainment purposes only; not investment advice.
#玄学炒币 #币安 #Circle #USDC
Today’s Crypto Fortune｜Today’s hexagram: Wind and Thunder, Increase—mutual benefit through growth: Binance puts up the money, Circle delivers the goods, and each gets what they need.
Binance has just plugged a $6.3 billion hole, and now it’s turning around to invest $100 million in Circle. What exactly is that money buying?
Data source: Circle’s Q3 earnings report (via the Binance Square news page); snapshot taken the morning of 11-07. Figures are given as ranges rather than forced into a single number.
Circle’s Q3 revenue was $865 million, up 17%; adjusted EBITDA was $317 million, up 85%; and net income from continuing operations was $226 million, up 5%. Of that, $182 million came from the presale of ARC tokens. Excluding that, revenue was about $683 million, down 8%. Reserve income was $658 million, down 8%, while the reserve yield fell 61 basis points to 3.5%. Binance made a $100 million equity investment and also renewed and expanded its USDC partnership, with a focus on emerging markets. USDC in circulation totaled $73.9 billion, flat year over year, with a 27% market share; USDC held on Circle’s platform amounted to $13.9 billion, up 36%. The Arc public blockchain launched its mainnet on September 16. The acquisition of Tazapay is expected to close in 2027, and the company cut about 5% of its workforce this quarter.
Binance was just robbed of $6.3 billion and is still plugging the hole in stages, yet now it’s turning around to invest $100 million in Circle. It’s not buying the earnings report—it’s buying a lifeline: USDC.
Honestly, the closer Binance and Circle are tied together, the sturdier USDC’s foundation gets. Stablecoins are the bull market’s ammunition depot; now that the depot is expanding, it’s only a matter of time before the guns start firing. USDC is currently a Rapid Riser among the Square’s six-hour trending searches. Where the money goes, that’s where people look.
I’ll keep you posted whenever USDC’s circulating supply moves—follow me, and I’ll keep count of the stablecoin ammo.
The reading is done; set your own position. — Leftover Hand
For entertainment purposes only; not investment advice.
#玄学炒币 #币安 #Circle #USDC
Binance has just plugged a $6.3 billion hole, and now it’s turning around to invest $100 million in Circle. What exactly is that money buying?
Data source: Circle’s Q3 earnings report (via the Binance Square news page); snapshot taken the morning of 11-07. Figures are given as ranges rather than forced into a single number.
Circle’s Q3 revenue was $865 million, up 17%; adjusted EBITDA was $317 million, up 85%; and net income from continuing operations was $226 million, up 5%. Of that, $182 million came from the presale of ARC tokens. Excluding that, revenue was about $683 million, down 8%. Reserve income was $658 million, down 8%, while the reserve yield fell 61 basis points to 3.5%. Binance made a $100 million equity investment and also renewed and expanded its USDC partnership, with a focus on emerging markets. USDC in circulation totaled $73.9 billion, flat year over year, with a 27% market share; USDC held on Circle’s platform amounted to $13.9 billion, up 36%. The Arc public blockchain launched its mainnet on September 16. The acquisition of Tazapay is expected to close in 2027, and the company cut about 5% of its workforce this quarter.
Binance was just robbed of $6.3 billion and is still plugging the hole in stages, yet now it’s turning around to invest $100 million in Circle. It’s not buying the earnings report—it’s buying a lifeline: USDC.
Honestly, the closer Binance and Circle are tied together, the sturdier USDC’s foundation gets. Stablecoins are the bull market’s ammunition depot; now that the depot is expanding, it’s only a matter of time before the guns start firing. USDC is currently a Rapid Riser among the Square’s six-hour trending searches. Where the money goes, that’s where people look.
I’ll keep you posted whenever USDC’s circulating supply moves—follow me, and I’ll keep count of the stablecoin ammo.
The reading is done; set your own position. — Leftover Hand
For entertainment purposes only; not investment advice.
#玄学炒币 #币安 #Circle #USDC
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Bullish
#CircleQ3Revenue865M
🚨 CIRCLE REPORTS $865M Q3 REVENUE! 💵
Circle's latest Q3 results highlight the growing importance of USDC and stablecoin adoption.
📊 Key Highlights:
- 💰 Revenue: $865M
- 📈 Net Income: $226M
- 🌐 USDC transaction volume: $13.9T
- 🚀 Average USDC circulation: $73.3B
🔎 Why It Matters:
Growing USDC activity signals increasing demand for stablecoins and blockchain-based payments.
📊 Market Outlook:
Positive for the long-term stablecoin ecosystem, but traders should also watch reserve income and interest-rate changes.
Stablecoins are becoming a major part of crypto infrastructure!
#Circle #USDC #CryptoNews
$USDC $ARC $JCT
{future}(JCTUSDT)
{future}(USDCUSDT)
{future}(ARCUSDT)
#CircleQ3Revenue865M
🚨 CIRCLE REPORTS $865M Q3 REVENUE! 💵
Circle's latest Q3 results highlight the growing importance of USDC and stablecoin adoption.
📊 Key Highlights:
- 💰 Revenue: $865M
- 📈 Net Income: $226M
- 🌐 USDC transaction volume: $13.9T
- 🚀 Average USDC circulation: $73.3B
🔎 Why It Matters:
Growing USDC activity signals increasing demand for stablecoins and blockchain-based payments.
📊 Market Outlook:
Positive for the long-term stablecoin ecosystem, but traders should also watch reserve income and interest-rate changes.
Stablecoins are becoming a major part of crypto infrastructure!
#Circle #USDC #CryptoNews
$USDC $ARC $JCT
🚨 CIRCLE REPORTS $865M Q3 REVENUE! 💵
Circle's latest Q3 results highlight the growing importance of USDC and stablecoin adoption.
📊 Key Highlights:
- 💰 Revenue: $865M
- 📈 Net Income: $226M
- 🌐 USDC transaction volume: $13.9T
- 🚀 Average USDC circulation: $73.3B
🔎 Why It Matters:
Growing USDC activity signals increasing demand for stablecoins and blockchain-based payments.
📊 Market Outlook:
Positive for the long-term stablecoin ecosystem, but traders should also watch reserve income and interest-rate changes.
Stablecoins are becoming a major part of crypto infrastructure!
#Circle #USDC #CryptoNews
$USDC $ARC $JCT
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Verified
Golden Pig’s take: This $CRCL earnings report needs to be viewed from two angles—USDC circulation and on-chain volume are still growing, but reserve interest income is falling, and profits also include a one-time ARC presale. I’m moderately bullish on $CRCL / USDC over the medium term, but I wouldn’t use “total revenue is up” as a reason to chase the price.
◎ Average USDC in circulation was about $73.3 billion, up about 8% year over year; on-chain trading volume was about $13.9 trillion, up about 49%
◎ Total revenue plus reserve income was about $865 million, up about 17% year over year; but reserve interest income was about $658 million, down about 8%; other revenue included about $182 million from the ARC token presale
◎ Binance TradFi perpetuals are currently around 67.6, down about 2.5% over 24 hours, with trading volume of about 156 million U
I won’t try to catch a falling knife: I’d wait for it to reclaim around 70 before scaling in, and reduce my position if it drops below around 66.
When you see “circulation up, interest income down, plus a one-time presale” all at once, how would you manage a position like $CRCL ?
#Circle #USDC #财报 $CRCL $BTC
Source: Circle IR (Q3 2026) / Binance TradFi perpetuals. DYOR; this is not investment advice.
Golden Pig’s take: This $CRCL earnings report needs to be viewed from two angles—USDC circulation and on-chain volume are still growing, but reserve interest income is falling, and profits also include a one-time ARC presale. I’m moderately bullish on $CRCL / USDC over the medium term, but I wouldn’t use “total revenue is up” as a reason to chase the price.
◎ Average USDC in circulation was about $73.3 billion, up about 8% year over year; on-chain trading volume was about $13.9 trillion, up about 49%
◎ Total revenue plus reserve income was about $865 million, up about 17% year over year; but reserve interest income was about $658 million, down about 8%; other revenue included about $182 million from the ARC token presale
◎ Binance TradFi perpetuals are currently around 67.6, down about 2.5% over 24 hours, with trading volume of about 156 million U
I won’t try to catch a falling knife: I’d wait for it to reclaim around 70 before scaling in, and reduce my position if it drops below around 66.
When you see “circulation up, interest income down, plus a one-time presale” all at once, how would you manage a position like $CRCL ?
#Circle #USDC #财报 $CRCL $BTC
Source: Circle IR (Q3 2026) / Binance TradFi perpetuals. DYOR; this is not investment advice.
◎ Average USDC in circulation was about $73.3 billion, up about 8% year over year; on-chain trading volume was about $13.9 trillion, up about 49%
◎ Total revenue plus reserve income was about $865 million, up about 17% year over year; but reserve interest income was about $658 million, down about 8%; other revenue included about $182 million from the ARC token presale
◎ Binance TradFi perpetuals are currently around 67.6, down about 2.5% over 24 hours, with trading volume of about 156 million U
I won’t try to catch a falling knife: I’d wait for it to reclaim around 70 before scaling in, and reduce my position if it drops below around 66.
When you see “circulation up, interest income down, plus a one-time presale” all at once, how would you manage a position like $CRCL ?
#Circle #USDC #财报 $CRCL $BTC
Source: Circle IR (Q3 2026) / Binance TradFi perpetuals. DYOR; this is not investment advice.
1
291
Circle beat its Q3 earnings forecast by a mile today, and a big piece of the beat came from selling its own token.
$182M of revenue came from the ARC presale. Interest on $USDC reserves, the thing that normally pays Circle's bills, fell 8% to $658M as rates came down.
How I'd explain it to the group chat: the stablecoin company earned less on stablecoins and still beat estimates, with a lot of help from a token sale. Adjusted EPS came in at 84 cents against 37 expected.
USDC itself is growing, with about 8% more in circulation than a year ago. Each dollar just earns less when rates drop.
Same release, one footnote down: about 5% of staff cut, $9.1M in restructuring costs.
Binance also put $100M into Circle this quarter, so the big money is still leaning into dollar stablecoins.
A presale only sells once. Next quarter, USDC has to carry the number by itself.
#Circle #Stablecoins
NFA. DYOR.
Circle beat its Q3 earnings forecast by a mile today, and a big piece of the beat came from selling its own token.
$182M of revenue came from the ARC presale. Interest on $USDC reserves, the thing that normally pays Circle's bills, fell 8% to $658M as rates came down.
How I'd explain it to the group chat: the stablecoin company earned less on stablecoins and still beat estimates, with a lot of help from a token sale. Adjusted EPS came in at 84 cents against 37 expected.
USDC itself is growing, with about 8% more in circulation than a year ago. Each dollar just earns less when rates drop.
Same release, one footnote down: about 5% of staff cut, $9.1M in restructuring costs.
Binance also put $100M into Circle this quarter, so the big money is still leaning into dollar stablecoins.
A presale only sells once. Next quarter, USDC has to carry the number by itself.
#Circle #Stablecoins
NFA. DYOR.
$182M of revenue came from the ARC presale. Interest on $USDC reserves, the thing that normally pays Circle's bills, fell 8% to $658M as rates came down.
How I'd explain it to the group chat: the stablecoin company earned less on stablecoins and still beat estimates, with a lot of help from a token sale. Adjusted EPS came in at 84 cents against 37 expected.
USDC itself is growing, with about 8% more in circulation than a year ago. Each dollar just earns less when rates drop.
Same release, one footnote down: about 5% of staff cut, $9.1M in restructuring costs.
Binance also put $100M into Circle this quarter, so the big money is still leaning into dollar stablecoins.
A presale only sells once. Next quarter, USDC has to carry the number by itself.
#Circle #Stablecoins
NFA. DYOR.
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$CRCL This plunge completely shattered my fantasy that “it could still trade sideways above 70.”
Just a few days ago, it was hovering around 75, moving sluggishly. Then last night, without so much as a warning, one huge bearish candle smashed through the floor and sent it straight down to 65. I stared at the screen as the price plummeted, my palms covered in cold sweat. I had only one thought: thank goodness I didn’t try to catch that falling knife.
And now?
After the drop, it’s caught its breath a little. The price has barely clawed its way back to 68.46, and the intraday loss has narrowed to 0.98%. But look up, and everyone who bought above 72 and 75 is now trapped—they’ve all become a thick wall of resistance.
Honestly, I’m a little shaken. It had been holding up so well that I thought it could weather the storm. But when it started falling, it made no sense at all—it gave back all the gains from the previous two weeks in a single day.
Here’s where I’m at now: I don’t dare buy the dip, in case I catch it halfway down; and I’m even less willing to bet on a rebound, in case it’s another bull trap.
A cliff-drop like this makes it so tempting to try to guess the bottom.
I don’t own any, so today I’m just watching from the sidelines.
Did you catch the falling knife below 65, or are you like me, staring helplessly at this waterfall of a chart?
#Circle #币安安全事件恢复进展：98%被盗资产已回填 #美股走弱，加密货币市场普遍承压
{future}(CRCLUSDT)
$CRCL This plunge completely shattered my fantasy that “it could still trade sideways above 70.”
Just a few days ago, it was hovering around 75, moving sluggishly. Then last night, without so much as a warning, one huge bearish candle smashed through the floor and sent it straight down to 65. I stared at the screen as the price plummeted, my palms covered in cold sweat. I had only one thought: thank goodness I didn’t try to catch that falling knife.
And now?
After the drop, it’s caught its breath a little. The price has barely clawed its way back to 68.46, and the intraday loss has narrowed to 0.98%. But look up, and everyone who bought above 72 and 75 is now trapped—they’ve all become a thick wall of resistance.
Honestly, I’m a little shaken. It had been holding up so well that I thought it could weather the storm. But when it started falling, it made no sense at all—it gave back all the gains from the previous two weeks in a single day.
Here’s where I’m at now: I don’t dare buy the dip, in case I catch it halfway down; and I’m even less willing to bet on a rebound, in case it’s another bull trap.
A cliff-drop like this makes it so tempting to try to guess the bottom.
I don’t own any, so today I’m just watching from the sidelines.
Did you catch the falling knife below 65, or are you like me, staring helplessly at this waterfall of a chart?
#Circle #币安安全事件恢复进展：98%被盗资产已回填 #美股走弱，加密货币市场普遍承压
Just a few days ago, it was hovering around 75, moving sluggishly. Then last night, without so much as a warning, one huge bearish candle smashed through the floor and sent it straight down to 65. I stared at the screen as the price plummeted, my palms covered in cold sweat. I had only one thought: thank goodness I didn’t try to catch that falling knife.
And now?
After the drop, it’s caught its breath a little. The price has barely clawed its way back to 68.46, and the intraday loss has narrowed to 0.98%. But look up, and everyone who bought above 72 and 75 is now trapped—they’ve all become a thick wall of resistance.
Honestly, I’m a little shaken. It had been holding up so well that I thought it could weather the storm. But when it started falling, it made no sense at all—it gave back all the gains from the previous two weeks in a single day.
Here’s where I’m at now: I don’t dare buy the dip, in case I catch it halfway down; and I’m even less willing to bet on a rebound, in case it’s another bull trap.
A cliff-drop like this makes it so tempting to try to guess the bottom.
I don’t own any, so today I’m just watching from the sidelines.
Did you catch the falling knife below 65, or are you like me, staring helplessly at this waterfall of a chart?
#Circle #币安安全事件恢复进展：98%被盗资产已回填 #美股走弱，加密货币市场普遍承压
爱老婆 会发达:
别推这个垃圾了呗
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🍿 Today's crypto drama: Circle beats earnings estimates with soaring USDC volume
Quick version: Hey everyone, Circle just beat expectations on both earnings and revenue, driven by a massive jump in USDC volume! 🚀
Financial results show that the issuer had a really solid period lately. People are moving digital dollars around more than ever, which clearly helped boost the final numbers. Who knew counting digital coins could look this good on a spreadsheet?
👉 What to watch: It is always interesting to see how stablecoin usage grows in the wider ecosystem. Let us keep an eye on how these network volumes trend next.
$USDC #USDC #Circle #CryptoNews
ℹ️ News roundup from public sources, not financial advice.
🍿 Today's crypto drama: Circle beats earnings estimates with soaring USDC volume
Quick version: Hey everyone, Circle just beat expectations on both earnings and revenue, driven by a massive jump in USDC volume! 🚀
Financial results show that the issuer had a really solid period lately. People are moving digital dollars around more than ever, which clearly helped boost the final numbers. Who knew counting digital coins could look this good on a spreadsheet?
👉 What to watch: It is always interesting to see how stablecoin usage grows in the wider ecosystem. Let us keep an eye on how these network volumes trend next.
$USDC #USDC #Circle #CryptoNews
ℹ️ News roundup from public sources, not financial advice.
Quick version: Hey everyone, Circle just beat expectations on both earnings and revenue, driven by a massive jump in USDC volume! 🚀
Financial results show that the issuer had a really solid period lately. People are moving digital dollars around more than ever, which clearly helped boost the final numbers. Who knew counting digital coins could look this good on a spreadsheet?
👉 What to watch: It is always interesting to see how stablecoin usage grows in the wider ecosystem. Let us keep an eye on how these network volumes trend next.
$USDC #USDC #Circle #CryptoNews
ℹ️ News roundup from public sources, not financial advice.
5
🚨 JUST IN: Circle ($CRCL) reportedly lays off 5% of its workforce.
The move comes as the company navigates changes in the financial and crypto industry.
📊 Investors will be watching closely to see how this decision impacts Circle's business and future growth.
#Circle #CRCL #CryptoNews #CryptoMarket
🚨 JUST IN: Circle ($CRCL) reportedly lays off 5% of its workforce.
The move comes as the company navigates changes in the financial and crypto industry.
📊 Investors will be watching closely to see how this decision impacts Circle's business and future growth.
#Circle #CRCL #CryptoNews #CryptoMarket
The move comes as the company navigates changes in the financial and crypto industry.
📊 Investors will be watching closely to see how this decision impacts Circle's business and future growth.
#Circle #CRCL #CryptoNews #CryptoMarket
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