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#Tether vs #Circle The Stablecoins.... USDT.... Trading liquidity king. Global accessibility. Dominates every exchange. USDC Circle : Regulatory compliance champ. Transparency first. Institutional favorite. Both print money .... literally now .... that a reason more new stable coins wanna make some space in room for them...... Billions in reserves earning interest.... Trading, payments, remittances, DeFi they power all of it without the $BTC volatility.... #xrp #Stablecoins
#Tether vs #Circle The Stablecoins....

USDT....

Trading liquidity king. Global accessibility. Dominates every exchange.

USDC Circle : Regulatory compliance champ.

Transparency first. Institutional favorite.

Both print money .... literally now ....

that a reason more new stable coins wanna make some space in room for them......

Billions in reserves earning interest....

Trading, payments, remittances, DeFi they power all of it without the $BTC volatility....

#xrp #Stablecoins
$USDC HANDLES $30T QUARTERLY — OPENUSD IS JUST NOISE 🔥 Circle's CEO shut down the OpenUSD hype fast. Nearly $30 trillion in on-chain USDC volume last quarter is 80% of all dollar stablecoin activity. That's not a lead you lose overnight. The stock took a 17% hit on the news but recovered 5% quickly. Analysts are split — some call it emotional selling, others say more pressure is coming. One data point that matters: no consortium-led stablecoin has ever hit real scale. Are you holding USDC or waiting to see how this plays out? Not financial advice. Always manage your risk. #USDC #Stablecoins #CryptoNews #Circle 💎
$USDC HANDLES $30T QUARTERLY — OPENUSD IS JUST NOISE 🔥

Circle's CEO shut down the OpenUSD hype fast. Nearly $30 trillion in on-chain USDC volume last quarter is 80% of all dollar stablecoin activity. That's not a lead you lose overnight.

The stock took a 17% hit on the news but recovered 5% quickly. Analysts are split — some call it emotional selling, others say more pressure is coming. One data point that matters: no consortium-led stablecoin has ever hit real scale.

Are you holding USDC or waiting to see how this plays out?

Not financial advice. Always manage your risk.

#USDC #Stablecoins #CryptoNews #Circle

💎
USDC+0.00%
CRCLonAlpha
CRCLUS+2.84%
Ark Invest acquired $17.8M worth of Circle stocks #ArkInvest added $17.8M worth of #Circle shares to its portfolio as the USDC stablecoin issuer's stock slipped further. This acquisition follows a classic "buy the dip" strategy as Ark Invest continues to capitalize on market pullbacks to increase exposure to key crypto and fintech players. The firm's latest trading disclosure shows Ark acquired 287,609 Circle shares across its three exchange-traded funds: ARKK, ARKW, and ARKF. 👉 theblock.co/post/406978/ark-invest-18-million-circle
Ark Invest acquired $17.8M worth of Circle stocks

#ArkInvest added $17.8M worth of #Circle shares to its portfolio as the USDC stablecoin issuer's stock slipped further. This acquisition follows a classic "buy the dip" strategy as Ark Invest continues to capitalize on market pullbacks to increase exposure to key crypto and fintech players. The firm's latest trading disclosure shows Ark acquired 287,609 Circle shares across its three exchange-traded funds: ARKK, ARKW, and ARKF.

👉 theblock.co/post/406978/ark-invest-18-million-circle
🚨 Cathie Wood Doubles Down! ARK Invest Buys Another $17.8M in Circle ($CRCL) Shares While $CRCL has plunged nearly 41% over the past month, Cathie Wood’s ARK Invest is loading the boat — scooping up another $17.8 million worth of shares. The Queen of Disruptive Innovation betting big on the stablecoin giant amid the dip. Classic Cathie move: buy fear when others are running. Is this a brilliant contrarian play on crypto adoption & USDT/USDC dominance... Or risky timing in a volatile market? ARK has been aggressive on fintech/crypto names lately. Will Circle rebound hard, or is more pain coming? What’s your take? Following Cathie into $CRCL or fading the dip? Drop comments 👇 #CathieWood #ARKInvest #CRCL #Circle
🚨 Cathie Wood Doubles Down! ARK Invest Buys Another $17.8M in Circle ($CRCL ) Shares
While $CRCL has plunged nearly 41% over the past month, Cathie Wood’s ARK Invest is loading the boat — scooping up another $17.8 million worth of shares.
The Queen of Disruptive Innovation betting big on the stablecoin giant amid the dip. Classic Cathie move: buy fear when others are running.
Is this a brilliant contrarian play on crypto adoption & USDT/USDC dominance...
Or risky timing in a volatile market?
ARK has been aggressive on fintech/crypto names lately. Will Circle rebound hard, or is more pain coming?
What’s your take? Following Cathie into $CRCL or fading the dip?
Drop comments 👇
#CathieWood #ARKInvest #CRCL #Circle
Crypto OG - Truth Speaker:
It is a good and bold move - as you said - classic Cathy. But if she was really wise, she would be laser focused on BTC itself instead.
Article
Circle Just Lost 17.5% in a Single Day After Visa, Mastercard, and BlackRock Launched a Stablecoin TCircle Internet Group — the company behind USDC and one of the most closely watched stablecoin stocks on Wall Street — just had its worst single trading day since going public. CRCL cratered more than 17% on June 30, closing near $62, after a consortium of 140+ companies launched a direct competitor to USDC called Open USD. The list of backers is the actual story here. Visa. Mastercard. Stripe. Coinbase. BlackRock. BNY Mellon. American Express. Standard Chartern. BBVA. US Bank. These are not scrappy crypto startups trying to chip away at Circle's market share — these are the exact institutional partners Circle has spent years building relationships with, now backing a rival product simultaneously. The mechanism explains why the market reacted this violently. Reserve interest generated 99% of Circle's revenue in 2024. Circle pays Coinbase — one of its own core distribution partners — $908 million a year just to help distribute USDC. Open USD flips that entire economic model: zero minting fees, zero redemption fees, no volume caps, and 100% of Treasury interest earned on reserves gets shared directly with partners instead of being captured by the issuer. For Visa, Mastercard, and Stripe — companies that move enormous transaction volume but have historically earned nothing from Circle's reserve income — Open USD offers them a direct cut of profits they were previously generating for someone else for free. Tether CEO Paolo Ardoino summed up the moment perfectly on X: "Welcome OUSD. Player 2 has entered the game." Here's the honest complication that keeps this from being an automatic USDC death sentence: consortium-backed stablecoins have struggled before. PayPal's PYUSD has only reached $2.6 billion market cap after three years. Ripple's RLUSD sits at $1.6 billion after nearly two years. USDC currently commands roughly $73 billion, and USDT dominates at $145 billion. Network effects in stablecoins are brutal — liquidity, integrations, and trust compound over years, and a new consortium token doesn't inherit any of that automatically just because Visa's logo is attached. CRCL had already shed 40% over the prior 30 days heading into this news, partly due to being removed from Russell Growth indices during June's reconstitution. William Blair maintains an Outperform rating, citing Circle's first-mover advantage. But the technical picture is ugly — the stock broke below its $84.37 double-top neckline and analysts are now watching $50, with $40 as the next downside target if that breaks. The bigger picture for Binance Square readers: stablecoin competition just got dramatically more intense, with the biggest payment networks on earth now directly incentivized to push a rival token. Watch how fast OUSD actually gains real transaction volume versus USDC — that data, not the stock price reaction, will tell you whether this is a genuine threat or an overreaction. Please subscribe, like, and share this article. It genuinely helps. #Circle #USDC #stablecoin #OPENUSD #BinanceSquare

Circle Just Lost 17.5% in a Single Day After Visa, Mastercard, and BlackRock Launched a Stablecoin T

Circle Internet Group — the company behind USDC and one of the most closely watched stablecoin stocks on Wall Street — just had its worst single trading day since going public. CRCL cratered more than 17% on June 30, closing near $62, after a consortium of 140+ companies launched a direct competitor to USDC called Open USD.
The list of backers is the actual story here. Visa. Mastercard. Stripe. Coinbase. BlackRock. BNY Mellon. American Express. Standard Chartern. BBVA. US Bank. These are not scrappy crypto startups trying to chip away at Circle's market share — these are the exact institutional partners Circle has spent years building relationships with, now backing a rival product simultaneously.
The mechanism explains why the market reacted this violently. Reserve interest generated 99% of Circle's revenue in 2024. Circle pays Coinbase — one of its own core distribution partners — $908 million a year just to help distribute USDC. Open USD flips that entire economic model: zero minting fees, zero redemption fees, no volume caps, and 100% of Treasury interest earned on reserves gets shared directly with partners instead of being captured by the issuer. For Visa, Mastercard, and Stripe — companies that move enormous transaction volume but have historically earned nothing from Circle's reserve income — Open USD offers them a direct cut of profits they were previously generating for someone else for free. Tether CEO Paolo Ardoino summed up the moment perfectly on X: "Welcome OUSD. Player 2 has entered the game."
Here's the honest complication that keeps this from being an automatic USDC death sentence: consortium-backed stablecoins have struggled before. PayPal's PYUSD has only reached $2.6 billion market cap after three years. Ripple's RLUSD sits at $1.6 billion after nearly two years. USDC currently commands roughly $73 billion, and USDT dominates at $145 billion. Network effects in stablecoins are brutal — liquidity, integrations, and trust compound over years, and a new consortium token doesn't inherit any of that automatically just because Visa's logo is attached.
CRCL had already shed 40% over the prior 30 days heading into this news, partly due to being removed from Russell Growth indices during June's reconstitution. William Blair maintains an Outperform rating, citing Circle's first-mover advantage. But the technical picture is ugly — the stock broke below its $84.37 double-top neckline and analysts are now watching $50, with $40 as the next downside target if that breaks.
The bigger picture for Binance Square readers: stablecoin competition just got dramatically more intense, with the biggest payment networks on earth now directly incentivized to push a rival token. Watch how fast OUSD actually gains real transaction volume versus USDC — that data, not the stock price reaction, will tell you whether this is a genuine threat or an overreaction.
Please subscribe, like, and share this article. It genuinely helps.
#Circle #USDC #stablecoin #OPENUSD #BinanceSquare
🚨 Stablecoin War Heats Up: Circle Slides as a Powerful New Rival Enters the Arena The stablecoin battle is entering a new phase. ⚠️ Circle's stock plunged more than 15% after a major industry announcement shook market sentiment. More than 140 companies, including Coinbase and Visa, have joined forces to introduce Open USD—a new rival stablecoin aiming to challenge the current market leaders. This move could reshape the competitive landscape of digital payments and stablecoins, signaling that the race for dominance is far from over. With heavyweight players backing Open USD, the industry may be heading toward a new era of competition and innovation. 👀 $CRCL {future}(CRCLUSDT) #Circle #CRCL #USDT #stablecoin
🚨 Stablecoin War Heats Up: Circle Slides as a Powerful New Rival Enters the Arena

The stablecoin battle is entering a new phase. ⚠️

Circle's stock plunged more than 15% after a major industry announcement shook market sentiment.

More than 140 companies, including Coinbase and Visa, have joined forces to introduce Open USD—a new rival stablecoin aiming to challenge the current market leaders.

This move could reshape the competitive landscape of digital payments and stablecoins, signaling that the race for dominance is far from over.

With heavyweight players backing Open USD, the industry may be heading toward a new era of competition and innovation. 👀

$CRCL
#Circle #CRCL #USDT #stablecoin
💥 USDC’s mother Circle experienced the worst day since its listing yesterday At yesterday’s close, Circle (CRCL) shares plunged 17%, setting the largest one-day drop since the company went public, with the market value evaporating by about $5.6 billion in a single day. Why did this happen? A coalition of more than 140 companies suddenly announced that they would launch a brand-new stablecoin called Open USD (OUSD), directly competing with USDC. Who’s in this coalition? After you read through this list, you’ll understand why Circle is in such dire straits: Stripe, Coinbase, BlackRock, Visa, Mastercard, American Express, Google, Shopify, BNY, Standard Chartered, Ripple... A full 140+ companies. Even worse: Coinbase is Circle’s core partner and one of USDC’s main distribution channels— but Coinbase has also joined the Open USD camp. It’s like your biggest distributor suddenly teamed up with your competitor. In my next post, I’ll explain in detail why Open USD poses such a threat. Do you think USDC can still hold onto its spot as the #2 stablecoin?👇 #Circle #USDC #BinanceSquare
💥 USDC’s mother Circle experienced the worst day since its listing yesterday

At yesterday’s close, Circle (CRCL) shares plunged 17%, setting the largest one-day drop since the company went public, with the market value evaporating by about $5.6 billion in a single day.

Why did this happen?

A coalition of more than 140 companies suddenly announced that they would launch a brand-new stablecoin called Open USD (OUSD), directly competing with USDC.

Who’s in this coalition?

After you read through this list, you’ll understand why Circle is in such dire straits:

Stripe, Coinbase, BlackRock, Visa, Mastercard, American Express, Google, Shopify, BNY, Standard Chartered, Ripple...

A full 140+ companies.

Even worse: Coinbase is Circle’s core partner and one of USDC’s main distribution channels—

but Coinbase has also joined the Open USD camp.

It’s like your biggest distributor suddenly teamed up with your competitor.

In my next post, I’ll explain in detail why Open USD poses such a threat.

Do you think USDC can still hold onto its spot as the #2 stablecoin?👇

#Circle #USDC #BinanceSquare
🚨 Financial giants launch Open USD: Is this the end of Circle as we know it? Visa, Mastercard, BlackRock, Coinbade, American Express, Google, Stripe, BNY Mellon, and more than 140 companies have just joined forces in the Open Standard coalition to launch OpenUSD (OUSD). This isn’t just another stablecoin: it’s a structural change in the industry. The proposal is revolutionary: • Free issuance and redemption. • Revenue from the reserves goes mainly to the partners (not the issuer) • Shared governance by the participants. Led by Zach Abrams (founder of Bridge, acquired by Stripe in 2024), the focus is on the “pipes”: distribution, merchant acceptance, card rails, liquidity, and compliance. Not about competing over who mints the digital dollar, but about who gets the revenue every time that dollar moves. Circle (issuer of USDC) fell more than 14% within hours of the announcement because it lost its reason for existing. The issuer becomes the most dispensable part of the chain. Money has always been in the infrastructure—and now the big players control it. In short: This isn’t a fight to mint dollars; it’s a battle for the profits from the movement of those dollars. OpenUSD aims to become the neutral, open infrastructure for global payments. #OUSD #Circle #Stablecoins #PagosDigital
🚨 Financial giants launch Open USD: Is this the end of Circle as we know it?
Visa, Mastercard, BlackRock, Coinbade, American Express, Google, Stripe, BNY Mellon, and more than 140 companies have just joined forces in the Open Standard coalition to launch OpenUSD (OUSD).
This isn’t just another stablecoin: it’s a structural change in the industry. The proposal is revolutionary:
• Free issuance and redemption.
• Revenue from the reserves goes
mainly to the partners (not the
issuer)
• Shared governance by the
participants.
Led by Zach Abrams (founder of Bridge, acquired by Stripe in 2024), the focus is on the “pipes”: distribution, merchant acceptance, card rails, liquidity, and compliance.
Not about competing over who mints the digital dollar, but about who gets the revenue every time that dollar moves.
Circle (issuer of USDC) fell more than 14% within hours of the announcement because it lost its reason for existing. The issuer becomes the most dispensable part of the chain. Money has always been in the infrastructure—and now the big players control it.
In short: This isn’t a fight to mint dollars; it’s a battle for the profits from the movement of those dollars. OpenUSD aims to become the neutral, open infrastructure for global payments.
#OUSD #Circle #Stablecoins #PagosDigital
Stop the tape and look at the on-chain data from Circle—just poured in another $1.0000000$USDC billion into the ecosystem $SOL The total issuance volume for 2026 is now a cosmic $64.25 billion. The capital turnover speed in this network is simply insane. While armchair analysts argue on social media about which blockchain is better, major players are voting with real money. They need instant settlement and zero friction. Right now, only Solana is handling volumes like this. {future}(SOLUSDT) #CryptoNews #Solana #USDC #Circle
Stop the tape and look at the on-chain data from Circle—just poured in another $1.0000000$USDC billion into the ecosystem $SOL

The total issuance volume for 2026 is now a cosmic $64.25 billion.

The capital turnover speed in this network is simply insane.

While armchair analysts argue on social media about which blockchain is better, major players are voting with real money.

They need instant settlement and zero friction. Right now, only Solana is handling volumes like this.

#CryptoNews #Solana #USDC #Circle
CryptoWoolf:
Наверное на этой неделе увидим по 80$)
Tech Giants Team Up to Launch the Stablecoin OpenUSD, Circle’s Stock Plunges 18%! Tech and financial giants including PayPal, Apple, Google, and Starbucks have jointly launched OpenUSD, an open payment network backed by USDC, aiming to connect traditional finance with decentralized finance. The moment the news broke, Circle’s stock—issuer of USDC—tumbled 18% after hours, and its market value shrank sharply. The market is now worried: with major players entering the stablecoin space, will existing stablecoin issuers face even stronger competitive pressure? Can OpenUSD successfully bridge the payment rails between the traditional and crypto worlds? $USDC #稳定币 #OpenUSD #Circle
Tech Giants Team Up to Launch the Stablecoin OpenUSD, Circle’s Stock Plunges 18%!

Tech and financial giants including PayPal, Apple, Google, and Starbucks have jointly launched OpenUSD, an open payment network backed by USDC, aiming to connect traditional finance with decentralized finance. The moment the news broke, Circle’s stock—issuer of USDC—tumbled 18% after hours, and its market value shrank sharply.

The market is now worried: with major players entering the stablecoin space, will existing stablecoin issuers face even stronger competitive pressure? Can OpenUSD successfully bridge the payment rails between the traditional and crypto worlds?

$USDC
#稳定币 #OpenUSD #Circle
Tech Giants Team Up to Launch Stablecoin OpenUSD, Circle Shares Plunge 18% The moment the news broke that tech giants such as PayPal, Amazon, and Visa jointly launched the stablecoin OpenUSD, USDC issuer Circle’s stock immediately nosedived 18%. The stablecoin market has always been a battleground for big players. Now that traditional finance and tech giants have personally entered the arena, it’s clear they’re eyeing this slice of the pie. With OpenUSD backed by major institutional resources, whether in terms of its user base or credibility endorsements, it can’t be underestimated—and for Circle, the impact is indeed significant. As the stablecoin race heats up further, it will only get more intense. Who do you think will come out on top? #稳定币 #OpenUSD #Circle $USDC
Tech Giants Team Up to Launch Stablecoin OpenUSD, Circle Shares Plunge 18%

The moment the news broke that tech giants such as PayPal, Amazon, and Visa jointly launched the stablecoin OpenUSD, USDC issuer Circle’s stock immediately nosedived 18%.

The stablecoin market has always been a battleground for big players. Now that traditional finance and tech giants have personally entered the arena, it’s clear they’re eyeing this slice of the pie. With OpenUSD backed by major institutional resources, whether in terms of its user base or credibility endorsements, it can’t be underestimated—and for Circle, the impact is indeed significant.

As the stablecoin race heats up further, it will only get more intense. Who do you think will come out on top?

#稳定币 #OpenUSD #Circle

$USDC
Circle co-founder Jeremy Allaire has just directly addressed the competitive topic surrounding OUSD, and his view is quite blunt: in the end, the fate of stablecoins ultimately comes down to network effects. Allaire believes that stablecoin networks are, in essence, internet platform–type businesses. In the long run, the landscape will inevitably be one of “winner-takes-most or winner-takes-all.” Liquidity and network effects are the decisive factors. As for OUSD’s “consortium-style stablecoin” model, he raised doubts: a multi-party alliance structure may look strong, but in actual operation it can easily lead to slow decision-making, misaligned incentives, and insufficient long-term execution capacity. Projects like Diem in the past have already shown that this kind of model is difficult to scale. In addition, regarding the currently popular designs for free minting/redemption, yield distribution, and decentralized governance, Allaire poured cold water as well: these ideas are indeed appealing in theory, but in reality, stablecoin businesses need steady profitability to continuously support infrastructure investment; otherwise, they only weaken the ability to build the network over the long term. What do you think about the prospects of consortium-style stablecoins? Will network effects truly determine everything? #稳定币 #Circle #OUSD $USDC
Circle co-founder Jeremy Allaire has just directly addressed the competitive topic surrounding OUSD, and his view is quite blunt: in the end, the fate of stablecoins ultimately comes down to network effects.

Allaire believes that stablecoin networks are, in essence, internet platform–type businesses. In the long run, the landscape will inevitably be one of “winner-takes-most or winner-takes-all.” Liquidity and network effects are the decisive factors.

As for OUSD’s “consortium-style stablecoin” model, he raised doubts: a multi-party alliance structure may look strong, but in actual operation it can easily lead to slow decision-making, misaligned incentives, and insufficient long-term execution capacity. Projects like Diem in the past have already shown that this kind of model is difficult to scale.

In addition, regarding the currently popular designs for free minting/redemption, yield distribution, and decentralized governance, Allaire poured cold water as well: these ideas are indeed appealing in theory, but in reality, stablecoin businesses need steady profitability to continuously support infrastructure investment; otherwise, they only weaken the ability to build the network over the long term.

What do you think about the prospects of consortium-style stablecoins? Will network effects truly determine everything?

#稳定币 #Circle #OUSD

$USDC
CIRCLE CEO CALLS STABLECOINS A MASSIVE MARKET OPPORTUNITY $USDC 🔥 Jeremy Allaire just said it plain: stablecoins will become one of the world's largest market opportunities as the internet reshapes how we store and move money. USDC already has thousands of partners across banking, payments, and capital markets — that's real institutional adoption happening right now. The network effect is accelerating. Circle is expanding cross-chain interoperability and bringing more partners into the economic value sharing. This isn't hype — it's infrastructure being laid for the next cycle. Are you watching the stablecoin space or sleeping on it? Not financial advice. Always manage your risk. #USDC #Stablecoins #Crypto #Circle 🔥
CIRCLE CEO CALLS STABLECOINS A MASSIVE MARKET OPPORTUNITY $USDC 🔥

Jeremy Allaire just said it plain: stablecoins will become one of the world's largest market opportunities as the internet reshapes how we store and move money. USDC already has thousands of partners across banking, payments, and capital markets — that's real institutional adoption happening right now.

The network effect is accelerating. Circle is expanding cross-chain interoperability and bringing more partners into the economic value sharing. This isn't hype — it's infrastructure being laid for the next cycle.

Are you watching the stablecoin space or sleeping on it?

Not financial advice. Always manage your risk.

#USDC #Stablecoins #Crypto #Circle

🔥
$CIRCLE PLUMMETS 13% TO KEY SUPPORT — WILL IT HOLD? 🔥 Entry: 65.82 🔥 Circle just dropped over 13% in a single session, reaching $65.82 as market cap fell to $16.351B. The breakdown follows news that major financial institutions are launching a rival stablecoin, OUSD, with a partnership-based revenue model — introducing direct competition to Circle's ecosystem. Volume spiked on the move and the daily structure shows consecutive lower highs. This level at $65.82 has not been tested since early June. Are buyers stepping in or is this the start of a deeper correction? Not financial advice. Always manage your risk. #CIRCLE #Breakdown #StablecoinNews #CryptoCrash 🔥
$CIRCLE PLUMMETS 13% TO KEY SUPPORT — WILL IT HOLD? 🔥

Entry: 65.82 🔥

Circle just dropped over 13% in a single session, reaching $65.82 as market cap fell to $16.351B. The breakdown follows news that major financial institutions are launching a rival stablecoin, OUSD, with a partnership-based revenue model — introducing direct competition to Circle's ecosystem.

Volume spiked on the move and the daily structure shows consecutive lower highs. This level at $65.82 has not been tested since early June. Are buyers stepping in or is this the start of a deeper correction?

Not financial advice. Always manage your risk.

#CIRCLE #Breakdown #StablecoinNews #CryptoCrash

🔥
Circle-related tokenized stocks $CRCL saw a 17.5% single-day plunge and hit a new intra-period low; what the market is truly worried about isn’t just one drop, but that the stablecoin’s moat is being repriced: 140 institutions are pushing OpenUSD, targeting the issuance and reserve-revenue model that Circle relies on. If the alliance brings stronger distribution and lower costs, the USDC growth premium could be squeezed; but implementation, compliance, and liquidity remain the key variables.#稳定币 #Circle #OpenUSD
Circle-related tokenized stocks $CRCL saw a 17.5% single-day plunge and hit a new intra-period low; what the market is truly worried about isn’t just one drop, but that the stablecoin’s moat is being repriced: 140 institutions are pushing OpenUSD, targeting the issuance and reserve-revenue model that Circle relies on. If the alliance brings stronger distribution and lower costs, the USDC growth premium could be squeezed; but implementation, compliance, and liquidity remain the key variables.#稳定币 #Circle #OpenUSD
Circle suffers a single-day plunge of 17.5%, setting a new low—what’s really worth watching isn’t the drawdown itself, but the fact that the stablecoin landscape is being repriced. With 140 major players teaming up to launch OpenUSD, the goal is clear: to tap into the core chain of stablecoin issuance, reserve yields, and payment and settlement. For Circle, the pressure doesn’t just come from peer competition—it also comes from the trend of “stablecoin infrastructure becoming platformized.” If OpenUSD can secure support from exchanges, payment networks, and institutional use cases, the growth narrative for $USDC may face higher hurdles. In the short term, it’s about sentiment; in the long term, it’s about distribution channels and regulatory barriers. #稳定币 #Circle #OpenUSD
Circle suffers a single-day plunge of 17.5%, setting a new low—what’s really worth watching isn’t the drawdown itself, but the fact that the stablecoin landscape is being repriced.

With 140 major players teaming up to launch OpenUSD, the goal is clear: to tap into the core chain of stablecoin issuance, reserve yields, and payment and settlement. For Circle, the pressure doesn’t just come from peer competition—it also comes from the trend of “stablecoin infrastructure becoming platformized.”

If OpenUSD can secure support from exchanges, payment networks, and institutional use cases, the growth narrative for $USDC may face higher hurdles. In the short term, it’s about sentiment; in the long term, it’s about distribution channels and regulatory barriers.

#稳定币 #Circle #OpenUSD
Circle-related assets fall to new lows. What the market is truly worried about isn’t short-term price fluctuations, but the revaluation of stablecoin profit models. 140 institutions pushing OpenUSD is equivalent to taking the competition directly to Circle’s core cash flow: reserve earnings and $USDC ecosystem share. Next, focus on two things: whether OpenUSD can quickly secure use cases and liquidity, and whether Circle can protect its moat with compliance, channels, and transparency. The stablecoin sector may move from a “single-dominant narrative” to an “alliance competition” phase.#稳定币 #Circle #OpenUSD
Circle-related assets fall to new lows. What the market is truly worried about isn’t short-term price fluctuations, but the revaluation of stablecoin profit models. 140 institutions pushing OpenUSD is equivalent to taking the competition directly to Circle’s core cash flow: reserve earnings and $USDC ecosystem share.

Next, focus on two things: whether OpenUSD can quickly secure use cases and liquidity, and whether Circle can protect its moat with compliance, channels, and transparency. The stablecoin sector may move from a “single-dominant narrative” to an “alliance competition” phase.#稳定币 #Circle #OpenUSD
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Bearish
Partly True
🔥New stablecoin announcement knocks Circle (USDC) shares down 👀 Circle (#USDC ) shares fell more than 10% on Tuesday, after Open Standard announced Open USD, a new stablecoin backed by more than 14 companies, including Visa, Stripe, Mastercard, Blackrock, and Coinbase. According to some analysts, the drop in the price of #Circle f was an overreaction by the market. Circle’s stablecoin, USDC, current positioning remains solid, and its liquidity and infrastructure have nothing to envy compared to this new stablecoin #OUSD . Right now, the stablecoin market is highly competitive: we have USDT as the third-largest cryptocurrency by market cap, while USDC ranks fifth. Lately, the regulations coming and those already in place are aimed at the stablecoin market (MICA Law for Europe and Genius Law for the USA). And it’s no surprise that issuers of these stablecoins want to align with established regulations, since their goal is institutions and products that can be developed around stablecoins—attracting more capital. Do you think this new stablecoin will surpass USDC and USDT in market capitalization? 👉More crypto updates... Share and follow me for more 👈😎 $USDC {spot}(USDCUSDT)
🔥New stablecoin announcement knocks Circle (USDC) shares down 👀

Circle (#USDC ) shares fell more than 10% on Tuesday, after Open Standard announced Open USD, a new stablecoin backed by more than 14 companies, including Visa, Stripe, Mastercard, Blackrock, and Coinbase.

According to some analysts, the drop in the price of #Circle f was an overreaction by the market. Circle’s stablecoin, USDC, current positioning remains solid, and its liquidity and infrastructure have nothing to envy compared to this new stablecoin #OUSD .

Right now, the stablecoin market is highly competitive: we have USDT as the third-largest cryptocurrency by market cap, while USDC ranks fifth. Lately, the regulations coming and those already in place are aimed at the stablecoin market (MICA Law for Europe and Genius Law for the USA).

And it’s no surprise that issuers of these stablecoins want to align with established regulations, since their goal is institutions and products that can be developed around stablecoins—attracting more capital.

Do you think this new stablecoin will surpass USDC and USDT in market capitalization?

👉More crypto updates...
Share and follow me for more 👈😎
$USDC
Circle has been having a tough time lately. Being questioned by the market about its valuation on one side, and being removed from the Russell Growth Index on the other, so short-term pressure on the share price isn’t surprising. But many people confuse Circle with USDC—these are actually two different things. The stablecoin space is big enough that it’s unlikely there will be only one winner. Once, USDT dominated on its own; now, USDC has grown into an important participant in the stablecoin market. In the future, if another strong competitor emerges, it may not be a matter of one replacing the other—it’s more likely the market will further segment. The fiercer the competition, the more it can actually drive the development of the entire industry. As for Circle, what the market is trading more right now is valuation—not USDC’s fundamentals. There’s also an interesting phenomenon: Everyone is talking about USDC getting a new competitor, but very few people ask: Who is USDT’s competitor? 😂 Maybe the real industry leader is already so strong that everyone just assumes it has always been there. #USDC #Circle #稳定币 #Crypto
Circle has been having a tough time lately.
Being questioned by the market about its valuation on one side,
and being removed from the Russell Growth Index on the other,
so short-term pressure on the share price isn’t surprising.
But many people confuse Circle with USDC—these are actually two different things.
The stablecoin space is big enough that it’s unlikely there will be only one winner.
Once, USDT dominated on its own; now, USDC has grown into an important participant in the stablecoin market. In the future, if another strong competitor emerges, it may not be a matter of one replacing the other—it’s more likely the market will further segment.
The fiercer the competition, the more it can actually drive the development of the entire industry.
As for Circle, what the market is trading more right now is valuation—not USDC’s fundamentals.
There’s also an interesting phenomenon:
Everyone is talking about USDC getting a new competitor,
but very few people ask:
Who is USDT’s competitor? 😂
Maybe the real industry leader is already so strong that everyone just assumes it has always been there.
#USDC #Circle #稳定币 #Crypto
🚨 Circle suffers a sharp drop in the stock market after the announcement of Open USD Circle shares (CRCL) fell as much as 14% this Tuesday after the launch of Open USD (OUSD) was announced, a new stablecoin backed by Open Standard, a consortium with more than 140 companies, including Ripple, Stripe, Coinbase, Visa, Mastercard, and BlackRock. Market concern centers on the fact that Open USD proposes a disruptive model: issuance and redemption without fees and distribution of the yield generated by reserves among participating parties. This stands in direct contrast to Circle’s model, which derives a large portion of its revenue from the interest earned on the reserves backing USDC. Ripple’s involvement reinforces its strategy to strengthen its position in financial infrastructure and stablecoins, integrating one of the most ambitious projects in the sector to date. Although the initial reaction from investors was negative, it’s still too early to measure the real long-term impact. What is clear, though: competition in the stablecoin market has just leveled up. #Ripple #Circle #OUSD #Stablecoins
🚨 Circle suffers a sharp drop in the stock market after the announcement of Open USD
Circle shares (CRCL) fell as much as 14% this Tuesday after the launch of Open USD (OUSD) was announced, a new stablecoin backed by Open Standard, a consortium with more than 140 companies, including Ripple, Stripe, Coinbase, Visa, Mastercard, and BlackRock.
Market concern centers on the fact that Open USD proposes a disruptive model: issuance and redemption without fees and distribution of the yield generated by reserves among participating parties. This stands in direct contrast to Circle’s model, which derives a large portion of its revenue from the interest earned on the reserves backing USDC.
Ripple’s involvement reinforces its strategy to strengthen its position in financial infrastructure and stablecoins, integrating one of the most ambitious projects in the sector to date.
Although the initial reaction from investors was negative, it’s still too early to measure the real long-term impact.
What is clear, though: competition in the stablecoin market has just leveled up.
#Ripple #Circle #OUSD #Stablecoins
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