Analysts see Circle as top stablecoin play, saying USDC will 'supplant fiat' in $20 trillion cross-border payments market
Quick Take Circle’s USDC could become a key infrastructure layer for global payments, with William Blair analysts highlighting upcoming products like Arc and the Circle Payments Network as long-term revenue drivers. The view aligns with Bernstein’s projection that regulated stablecoins will dominate the next growth cycle, with USDC supply expected to nearly triple to $220 billion by 2027.
The Block•2025-10-13 16:00