# Сопутствующие статьи по теме USDC

How USDC, PYUSD are challenging USDT’s stablecoin dominance

The stablecoin market has expanded significantly, with total supply growing from $140 billion to around $266 billion. While Tether (USDT) remains the largest issuer with $193 billion in supply, its dominance is gradually weakening, especially within EVM ecosystems, where it holds only 47% of the supply compared to its global 59% share. Over a 30-day period, USDT's supply decreased by 1.02%, while USD Coin (USDC) grew 7.42% and PayPal USD (PYUSD) expanded 16.66%. This shift reflects a market increasingly favoring compliant, regulated issuers with transparent reserves. Stablecoins are increasingly used for real-world payments, with annual payment volume reaching nearly $390 billion, including significant remittance flows. Activity on networks like Polygon and growing DeFi usage further highlight this trend toward utility. Regulatory clarity is accelerating institutional adoption, benefiting transparent issuers like USDC and PYUSD, indicating that future competition will be shaped by compliance and infrastructure as much as liquidity.

ambcrypto03/02 23:03

Don't Worry, USDC and USDT's Public Chains Won't Shake Ethereum

marsbit02/27 12:23

Behind Circle's Strong Stock Rebound: AI, Prediction Markets, and Institutional Adoption

Circle's stock (CRCL) experienced a strong rebound, rising over 45% in two days after its Q4 2025 earnings report, reaching a high of $90. Key drivers include USDC's growing transaction volume, which hit $18.3 trillion in 2025, surpassing USDT. The growth is attributed to AI agent payments via the x402 protocol, prediction markets like Polymarket, and institutional adoption fueled by regulatory support such as the GENIUS Act. Analysts from Bernstein maintain an "Outperform" rating with a $190 target, while Ark Invest and Vanguard have significantly increased their holdings. However, some analysts caution that the surge may be driven by short squeezes rather than fundamentals. Challenges remain, including competition from Coinbase and potential resistance from traditional banks.

Odaily星球日报02/27 08:38

Morph Network to Host USDC and Circle’s CCTP

TheNewsCrypto02/27 07:57

Latest Stablecoin Report: Real Distribution and Flow Are Far More Important Than Supply

A new report on stablecoins emphasizes that real-world distribution, holder concentration, and on-chain activity are more meaningful than total supply figures. While the total supply of the top 15 stablecoins reached $304 billion in January 2026, a 49% year-on-year increase, the data reveals deeper insights. USDT and USDC dominate with 89% market share. However, challenger stablecoins like USDS, PYUSD, and RLUSD saw explosive growth. On-chain analysis shows 800 billion held on centralized platforms, while whale wallets hold $39 billion. Concentration is extreme for newer stablecoins; for example, the top 10 wallets hold 90% of USDS and 99% of USDF. Monthly transfer volume hit $10.3 trillion in January 2026, with USDC processing nearly five times more volume than USDT despite a smaller supply. Activity is heavily concentrated in DeFi: $5.9 trillion in DEX liquidity operations and $1.3 trillion in flash loans. Velocity varies widely: USDC on Base moves 14x daily, while large portions of USDT on Ethereum remain idle. The data shows stablecoins are primarily used for trading, leverage, and liquidity, not just as passive holdings.

marsbit02/27 03:51

USDC and CCTP Are Coming to Morph, Advancing Settlement for Payments

USDC and the Cross-Chain Transfer Protocol (CCTP) are launching on Morph, a payments-first Ethereum-based settlement layer. This integration brings a canonical, dollar-denominated stablecoin and standardized cross-chain infrastructure to the network. USDC will be natively issued on Morph by Circle’s regulated affiliates, providing a transparent and reliable settlement asset for applications. CCTP enables secure cross-chain transfers of USDC via a burn-and-mint mechanism, preserving asset integrity. This infrastructure supports key use cases including crypto cards, cross-border remittance, payment gateways, and DeFi trading. To further accelerate adoption, Morph has launched a $150 million Payment Accelerator program, positioning the network as a scalable settlement layer for real-world financial activity.

TheNewsCrypto02/26 15:13

Stock Price Surges Over 35%! Circle's Earnings Report Exceeds Expectations: USDC Circulation Soars 72%

Circle (CRCL) reported strong Q4 and full-year 2025 financial results, with total revenue and reserve income reaching $770 million in Q4, up 77% year-over-year, exceeding expectations. This drove a 35% surge in its stock price. Key highlights include a 72% YoY increase in USDC circulation to $75.3 billion and a 247% rise in on-chain transaction volume to $11.9 trillion in Q4. Reserve income remained the core revenue driver at $733 million, while non-interest income reached $37 million. For the full year, total revenue grew 64% to $2.7 billion. Although the company reported a net loss of $70 million due to a one-time $424 million stock-based compensation expense from its IPO, adjusted EBITDA doubled to $582 million, indicating profitable core operations. Strategic developments include the stable testnet performance of its Arc blockchain, expansion of the Circle Payments Network with 55 financial institutions onboarded, and a key partnership with Polymarket to use native USDC. Regulatory progress includes conditional approval for a national trust bank. Looking ahead, Circle targets a 40% compound annual growth rate for USDC circulation. CEO Jeremy Allaire emphasized AI-driven payment demand, with 99% of agent-based payments currently using USDC. Despite challenges like declining yields and new competitors like USAT, Circle continues to execute its strategy as a growing internet financial infrastructure provider.

marsbit02/26 03:17

Tether Market Cap Slides Toward Second Straight Monthly Decline

Tether's market capitalization has declined for the second consecutive month, falling from over $186 billion in January to around $183 billion in February. This represents one of the most significant supply reductions since the 2022 crypto market turmoil. As USDT supply decreases, liquidity for trading may also diminish. However, capital appears to be rotating within the stablecoin sector rather than exiting, as competitors like USD Coin have seen growth. The total stablecoin market cap remains near $307 billion. Despite the drop, USDT continues to trade near its $1 peg, indicating sustained market confidence. Analysts are monitoring wallet transactions to assess if supply will rebound in the coming months.

TheNewsCrypto02/25 12:52