Gained 46% in market value over a recent period as reported in comparison with other crypto equities and fintechs.

Arc blockchain mainnet launch is scheduled for upcoming release.

CRCL token gained 35% on February 26, 2026 following the release of earnings results.

Paid out $461 million in USDC yield.

Posted Q4 2026 EPS of $0.43, beating market expectations by 169%.

Deepened ties with Visa and Intuit.

CCTP transfer volume increased approximately 200% year-over-year.

Backs idOS, a universal identity layer project, alongside Arbitrum and Ripple.

USDC transaction volume reached $11.9 trillion in Q4 2025, representing a 247% year-over-year increase.

Arc product processed over $166M in total transactions since its testnet launch on October 28, 2025.

USYC circulation reached $1.5 billion.

Processed $12T USDC on-chain volume in Q4 2025, up 247% year-over-year from $11.9T.

EURC circulation reached €310 million, up 284% year-over-year.

CPN reached $5.7 billion in annualized transaction volume.

Achieved $167 million adjusted EBITDA in Q4 2025, up 412% year-over-year, with a 40% RLDC margin.

USDC in circulation growing at 40% compound annual growth rate on a through-cycle basis.

Reported Q4 earnings with EPS of $0.43 (beating $0.16 estimate) and revenue of $770M (exceeding $745M estimate), with shares jumping 31%.

Reported FY2025 revenue of $2.747B, up 64% year-over-year, with $582M Adjusted EBITDA and a $70M net loss.

Reported FY2025 net loss of $70M, due to IPO-related stock compensation expenses.

Reported Q4 2025 revenue of $770.2M, up 77% year-over-year, exceeding FactSet consensus of $747.9M, with net income of $133.4M from $733M in reserve income; share price surged 35% to $83.

Reported FY2025 Adjusted EBITDA of $582M, up 104% year-over-year.

Reached 50% share of USDC stablecoin transaction volume in Q4 2025.

Reached $75.3B USDC circulation in Q4 2025, a 72% year-over-year increase.

Generated $770M in revenue and reserve income for FY2025, representing a 77% year-over-year increase.

Processed $11.9T in USDC onchain transaction volume for full year 2025, representing a 247% year-over-year increase.

Joined the Agentic AI Foundation as a member to support open standards and infrastructure for AI agents.

Senior Director of EU Strategy and Policy participates in a global policy webinar hosted by TRM Labs on March 3-4, 2026, discussing digital asset trends and regulatory clarity for institutional participation.

May be receiving large institutional allocations potentially tied to ProShares' GENIUS Money Market ETF (IQMM), which generated $17B in first-day trading volume on February 24, 2026, with assets aligned to dollar-backed stablecoin reserve requirements including US Treasury bills.

Ranks among the top 5 entities by 7-day fee generation in crypto alongside Tether, Pump, Aave, and Hyperliquid.

Launched USDCx on Stacks blockchain via xReserve integration.

Reports Q4 earnings February 25, 2026, beat expectations, stock price increased 20% and surged nearly 50% since February 24, 2026.

U.S. SEC added guidance under rule 15C3-3, allowing broker-dealers to include USDC in regulatory capital calculations at 98% of book value (2% haircut), replacing the previous 100% haircut.

Sterling (@Sterling_hl) left Circle on February 17, 2026.

Received conditional OCC trust bank charter approval, allowing crypto custody, stablecoin issuance, and reserve management.

Reached approximately $260M of USDC supplied to RWA-backed lending markets on Morpho.

Trading at a 7.3x price-to-sales ratio as a public fintech equity.

Achieved 59% revenue growth, making it the fastest-growing fintech equity among comparable companies.

Integrated xReserve stablecoin infrastructure with Shield App wallet on Aleo blockchain, enabling encrypted private payment functionality, backed by Paxos.

Launched AI-native developer workflow features including /llms.txt index, markdown export for documentation URLs, Claude and ChatGPT export functionality, and an MCP server for integration with AI applications to improve code generation using Circle products.

Faces OCC rulemaking proposal (February 25-26, 2026) prohibiting stablecoin issuers from paying interest, yield, or rewards, creating a rebuttable presumption of violation for arrangements with affiliates like Coinbase that pay yield, including 100% USDC interest income and 50% residual reserve income.

Identified as infrastructure enabling companies to tokenize non-USD currencies, alongside Tempo, as the stablecoin market expands beyond its current USD-dominated composition.

Former BD lead from Circle has left the company to join HyperliquidX.

Invested in Digital Asset Holdings, the parent company of Canton Network, alongside Goldman Sachs, JPMorgan, Citi, BNP Paribas, DTCC, Citadel Securities, and other major financial institutions.

Received a $50 million investment from SBI Holdings as part of its IPO.

Participates in Multichain Day event on 2026-02-17 with a speaker from Circle presenting on panels.

Launched USDCx on Cardano via Circle xReserve, 1:1 backed by USDC, with completion scheduled by 2026-02-28.

Launched CCTP V2 in March 2025, introducing Fast Transfer for seconds settlement and Hooks, live on 17 blockchains. Also launched crosschain forwarding for Bridge Kit and Circle Gateway, automating destination-chain execution across Arbitrum, Avalanche, Base, Ethereum, HyperEVM, Ink, Linea, Monad, Optimism, Polygon, Sei, Sonic, Unichain, and World Chain.

CCTP processed $110 billion in transfers across 5.3 million transactions since April 2023.

CCTP V1 phase-out scheduled to start on July 31, 2026, as V2 becomes the standard.

Added $2.6 billion in the past 7 days (as of February 15, 2026).

Minted 500,000,000 USDC on Solana on February 13, 2026.

Coinbase's stake in Circle dropped approximately 40% quarter-over-quarter in Q4 2025, contributing to Coinbase's strategic investment losses.

Identified as a competitive threat to Stripe in the payments market alongside Tempo and others.

Arc mainnet launch remains on track for 2026, with Hibachi building an FX exchange on the L1 blockchain.

Strikes revenue-sharing deal with Lighter covering $920M of USDC deposits, enabling yield generation.

Partnered with Sproutly RWA to enable USDC-based carbon offsetting and climate finance solutions.

Became a sponsor of ETHDenver 2026 conference.

Added tokenized stock trading pair ($CRCL) on Mezo via IntergalacticFi; received EU regulatory approval for listing.

Acquired Axelar a couple of months ago (approximately December 2025).

Confirmed participant at Paris Blockchain Week 2026 conference April 15-16, 2026, alongside S&P Global, Fidelity Investments, Deutsche Bank, and Ripple.

USDC reached a record transaction volume of $33 trillion in 2025.

Issued $250 million stablecoins on Solana, with a 30-day rolling total issuance of $8.83 billion.

Plans to deploy USDC on EDGE Chain.

Circle Ventures invested in EdgeX exchange on February 10, 2026, backing derivatives infrastructure with native USDC and CCTP on Edge Chain for $3 billion daily derivatives volume settlement.

Reached leading issuer status as tokenized US Treasuries market surpassed $10 billion.

Minted 750 million USDC on Solana by February 9, 2026, $1 billion USDC in 24 hours by February 11, 2026, and 500 million USDC in 24 hours by February 12, 2026.

Holds over $150 billion in short-duration US treasuries, ranking as the 15th-largest holder as of 2026.

Backed Federal Reserve's proposal for limited crypto payment accounts through the Blockchain Payments Consortium, arguing skinny master accounts increase payment system resilience.

Arc becomes an operating system for AI agent economies with USDC as the currency of choice, increasing tokenized fiat.

Minted 250 million USDC on Solana on February 9, 2026.

Participated in White House crypto summit on February 10, 2026, with Bank of America, JPMorgan, Wells Fargo, Coinbase, and Tether to discuss stablecoin regulation and the CLARITY Act.

Partners with Polymarket to migrate from bridged USDC.e on Polygon to Circle-issued Native USDC, improving transparency and capital efficiency for prediction market liquidity.

Holds 84.8% of the global stablecoin market share together with Tether as of February 2026.

Launched Circle Gateway in private beta on testnet, enabling gas-free USDC transfers down to $0.000001 for nanopayments and AI agent transactions. Integrated agent commerce with Crossmint, Visa, Solana, and Stytch; launched Wallet skill. Partnered with OpenMind AGI for autonomous AI transactions onchain using USDC for machine-to-machine nanopayments via Bits, providing a USDC payment gateway for agents.

Submitted response to Swiss Federal Council consultation supporting proposed stablecoin framework and calling for equivalence-based pathway for non-Swiss stablecoins.

USDC circulating supply remained relatively stagnant between May 2022 and January 2026, while competitor USDT grew to $187 billion during the same period.

Backed idOS Network public token sale alongside Arbitrum, Fabric, and Ripple, scheduled for February 25 to March 5, 2026 on Tally.

Participated in a stablecoins panel at the Duke Digital Assets Conference on February 5th, 2026, alongside leaders from Stripe and Stellar.

Hosted a USDC hackathon for AI payment solutions with human-controlled key signing enforcement, offering $30,000 in prizes, including an AI agent commerce solution with Ledger integration.

Expanded Circle Payments Network (CPN) local currency payout corridors in India, Singapore, the Philippines, the UAE, the EU, and the US through partnerships with coinsph, Sabermoney, and tazapay, integrated via Hecto Financial.

Proposed allocation of portions of stablecoin reserves to community banks rather than concentrating reserves at large custodians

Native USDC holder count on Starknet increased by approximately 60% from the start of 2026 to February 4, 2026.

Ark Invest purchased Circle stock on February 3, 2026.

New York prosecutors warned that the GENIUS Act could provide legal cover for stablecoin-related fraud and criticized Circle's cooperation with law enforcement.

Minted 750,000,000 USDC within a one-hour period on 2026-02-02.

Integrated with PURCH token to enable AI agents to purchase goods and settle payments using USDC via Circle's payment rails.

Earnings call scheduled for February 26, 2026.

Operates as a Super Validator on Canton Network with a weight of 10, alongside Broadridge, Tradeweb, and Nasdaq. Has USDCx live on Canton via xReserve, with Citadel, DRW, and Virtu using it for Treasury financing.

EURC stablecoin market cap reached approximately $400 million in January 2026, representing a 300% year-over-year increase.

Mizuho upgraded its outlook on Circle shares, citing Polymarket's use of USDC for settlement as a factor.

Launched crosschain forwarding service for CCTP on mainnet, automating destination-chain execution for CCTP transactions across Arbitrum, Avalanche, Base, Ethereum, HyperEVM, Ink, Linea, Monad, Optimism, Polygon, Sei, Sonic, Unichain, and World Chain.

CCTP transfer volume increased approximately 200% year-over-year.

Integrated with Saber to enable EU (EUR via SEPA) and India (INR via IMPS, RTGS, NEFT) payouts on Circle Payments Network, connecting stablecoins to local payment rails in Europe and India.

Faces banking-level regulatory standards under the Digital Asset Market Clarity Act, which is currently in two Senate committees after passing the House.

Launched USDCx on Aleo mainnet via Circle xReserve, a USDC-backed stablecoin enabling privacy-preserving payments and confidential workflows on Aleo's blockchain.

Experienced over 6x increase in whale activity for USDC during the week of January 19-23, 2026 compared to the previous week.

USYC reached approximately $1.7 billion market cap, becoming the largest tokenized money market fund (TMMF) in the market by surpassing Securitize's BUIDL TMMF.

CEO Jeremy Allaire projects 40% annual stablecoin growth and states that virtually every major global bank is discussing USDC integration.

Generated $2.4 billion in revenue during 2025, ranking second among crypto projects according to CryptoRank data.

Hosts RWA and settlement infrastructure connected to BlackRock, Apollo, and Hamilton Lane.