Bernstein keeps a $140 Circle target, saying USDC growth can continue with or without the Clarity Act.

Cathie Wood says Visa and Mastercard analysts are missing Circle's disruption as CRCL surges 84% post-IPO while USDC processes $5.3T in H1 2026.

Bernstein says Circle can sustain growth without the Clarity Act as USDC supply rebounds and stablecoin volumes continue expanding.