Circle's USDC added roughly $8B in market cap over the past year, hitting ~$72B as the stablecoin outpaces Tether's growth rate and lands a NYDFS

Tokenized US Treasury products hit a $15 billion all-time high market cap, led by Circle, BlackRock, and Ondo as institutional adoption

Morgan Stanley downgraded Circle Internet to underweight, slashing its price target from $106 to $38 on shrinking USDC supply forecasts and