Forget Nvidia: The next big AI trade could be crypto and blockchain
Franklin Templeton’s Sandy Kaul and Circle CEO Jeremy Allaire argue that as autonomous AI agents start spending money on their own, blockchain networks will…
Visa backs Open USD with new stablecoin platform as Circle faces fresh competition
Visa launched a stablecoin platform that lets banks and fintechs issue, manage and settle digital dollars through its payments network. Source：CoinDesk
Open USD poses biggest threat yet to Circle's USDC, CoinShares says
The consortiumbacked stablecoin would share reserve income with partners instead of the issuer, pressuring Circle's margins if it debuts in 2026.…
Cathie Wood’s ARK buys another 220K Circle shares despite sell-off
Cathie Wood’s ARK Invest added $13.9 million worth of Circle shares on Tuesday, extending its July buying spree to 725,517 shares amid a steep stock decline.…
JCB signs Circle MOU to test stablecoin payments in Japan
The companies will explore using USDC for JCB’s crossborder treasury operations and merchant payments in Japan as regulated stablecoin adoption gains momentum.…
Mizuho downgrades Circle to underperform, cuts price target to $50 on Open USD threat
The Japanese investment bank said Open USD's yield passthrough model could pressure Circle's margins by shifting more reserve income to distributors.…
JPMorgan says Hyperliquid's rise threatens Circle's USDC economics
Hyperliquid's deal with Circle and Coinbase creates a "prisoner's dilemma" that puts pressure on earnings from the dollarpegged stablecoin. Source：CoinDesk
Japan’s biggest card network taps Circle to bring stablecoins to 40 million merchants
JCB and Circle will explore using USDC for crossborder payments and merchant transactions as Japan ramps up efforts to bring stablecoins into everyday…
Mizuho says Circle bank approval doesn't solve USDC growth, stablecoin competition risks
Japanese investment bank Mizuho reiterated its neutral rating on Circle, saying OCC approval for a national trust bank doesn't address slowing USDC growth or…
Circle soars after securing U.S. trust bank approval in crypto expansion
The approval adds to a growing list of crypto firms seeking federal banking licenses as the industry moves into the regulated financial system. Source：CoinDesk
USDC issuer Circle wins final approval for US national trust bank charter
Circle announces it received final OCC approval for a national trust bank that will initially serve the company and affiliates, with possible future custody…
USDT wins payments, USDC wins DeFi as stablecoins diverge: Dune
Dune data shows Tether's USDT has become crypto’s dominant payments stablecoin while Circle's USDC powers DeFi, highlighting how blockchain choice shapes…