Altcoins News

Story: Bernstein Predicts USDC Supply to Triple by 2027, Capturing One-Third of Stablecoin Market

By Steven Anderson

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USDC Gains Ground Against Competitors. While Tether’s USDT remains the dominant stablecoin with a market cap exceeding $180…

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Regulatory Advantage from the GENIUS Act. Circle’s position has been further strengthened by the passage of the GENIUS Act in July, which…

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Massive Transaction Volume and Liquidity Advantage. The research firm highlighted that Circle’s USDC ecosystem already boasts significant liquidity…

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Expansion Across Payment Networks and Use Cases. Bernstein forecasts that the overall stablecoin market will expand to $670 billion by 2027, driven…

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Financial Model and Revenue Growth. Circle’s financial performance is heavily influenced by float income derived from its reserves.

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Long-Term Outlook for Stablecoins and USDC. Looking beyond 2027, Bernstein expects stablecoins to reshape the financial landscape, projecting…

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Analyst Ratings and Price Target. Bernstein reiterated an outperform rating for Circle’s stock, setting a price target of $230,…

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Conclusion. Circle’s USDC is on track to become one of the largest and most widely used stablecoins globally,…

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Analysts at Bernstein predict that Circle’s USDC stablecoin will experience substantial growth over the next two years, with supply expected to surge from $76 billion today to…

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While Tether’s USDT remains the dominant stablecoin with a market cap exceeding $180 billion—representing 62% of the $290 billion stablecoin sector—USDC has steadily increased…

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Circle’s position has been further strengthened by the passage of the GENIUS Act in July, which establishes a federal framework for "payment stablecoins.

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Bernstein forecasts that the overall stablecoin market will expand to $670 billion by 2027, driven by growing crypto capital markets and emerging applications such as…

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Looking beyond 2027, Bernstein expects stablecoins to reshape the financial landscape, projecting total stablecoin supply to reach $4 trillion by 2035.

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Bernstein reiterated an outperform rating for Circle’s stock, setting a price target of $230, representing a potential 67% upside from the Monday closing price of $137.47.

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Circle’s USDC is on track to become one of the largest and most widely used stablecoins globally, benefiting from a compliance-first model, broad exchange integrations, and…

The Currency Analytics

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