Circle will launch the public mainnet of its Arc blockchain on September 16, revealing a founding validator cohort of traditional financial giants alongside Q2 results showing $701 million in revenue.
Circle reported gross USDC redemptions exceeding mints by about $4 billion in Q2, while doubling its full-year other revenue outlook to $310M-$330M, driven partly by ARC Token presale revenue.
Circle has secured a limited purpose trust charter from the NYDFS, enabling it to operate as Circle New York Trust and expand its USDC stablecoin services under state supervision. This regulatory milestone, following a recent OCC approval, strengthens Circle's position in the digital asset market.
Samsung announced at Galaxy Unpacked in London that Samsung Wallet will add native support for stablecoins, expanding its digital value offerings. The company did not specify a launch date, issuer, or blockchain, but a mockup showed Circle's USDC.
La plateforme néerlandaise Finst lance le trading de plus de 400 paires de cryptomonnaies directement en USDC en Europe, simplifiant les opérations pour les traders et offrant des avantages fiscaux aux résidents français grâce à la conformité MiCA.
Coinbase is expanding its AI-powered finance offerings, enabling businesses to accept USDC payments from autonomous AI agents via the x402 standard and introducing new AI trading and developer tools to support the "agentic economy."
AFX Trade, an Arbitrum-based perpetuals exchange, lost $24.15 million in a USDC bridge exploit. The protocol halted the bridge and offered the attacker a 30% white hat bounty for returning 70% of the funds, which were swapped for 12,468 ETH.
Un hackeur a dérobé 24,15 millions de dollars en USDC du pont inter-chaînes d'AFX Trade sur Arbitrum le 22 juillet, en compromettant des clés de validateurs. L'attaque, un "braquage à l'ancienne" sans faille de code, souligne la vulnérabilité des bridges DeFi.
OKX Europe introduced a one-way feature allowing customers to convert USDT to USDC, providing a regulated path as the EU's MiCA rules limit support for Tether's stablecoin. This comes as many European platforms restrict USDT, which Tether CEO Paolo Ardoino has criticized.
Circle has received final OCC approval to establish Circle National Trust, a national trust bank. However, it cannot accept deposits, make loans, or offer retail banking services. Its primary function will be fiduciary digital-asset custody, with potential future expansion to institutional clients and USDC reserve management.
Hong Kong is positioning itself as a key hub for non-dollar financial activities, expanding yuan business facilities and bond connect quotas, and trialing a gold clearing system. This initiative aims to make yuan funding, gold settlement, and access to Chinese capital markets easier for institutions, offering an alternative to dollar-dominated systems.
La Commission européenne prévoit de réviser MiCA en 2027 pour inclure les émetteurs de stablecoins hors UE, suite au GENIUS Act américain. La consultation publique pour "MiCA 2.0" est ouverte jusqu'au 31 août 2026.
Tether's USDT and Circle's USDC are increasingly becoming chain-specific, with USDT dominating payments and USDC leading in decentralized finance. This shift makes the traditional competitive narrative less relevant as each stablecoin solidifies its unique role in the crypto ecosystem.
Visa'nın araştırmasına göre, Circle'ın USDC'si işlem hacminde rakibi Tether'ı (USDT) geride bıraktı. Haziran ayında USDC, toplam sabit coin hacminin %70'ini oluştururken, USDT %25'te kaldı. Bu, 2020'deki %90'lık USDT hakimiyetine göre önemli bir değişim.
Standard Chartered has launched a service enabling institutional clients to directly mint and redeem USDC, the stablecoin by Circle, without needing separate accounts with Circle. This makes it the first Global Systemically Important Bank to offer such integrated access, starting operations in the Dubai International Financial Center.
Standard Chartered, a Global Systemically Important Bank, partnered with Circle to allow institutional clients to mint and redeem USDC directly through its platform, integrating stablecoin access into traditional banking frameworks, initially via the Dubai International Financial Centre.
A new stablecoin, Open USD (OUSD), backed by major firms like Coinbase and Visa, aims to disrupt the market by sending reserve yield to distribution platforms, challenging Circle's dominant issuer-led model and causing Circle's shares to drop.
Tradeweb facilitated a trade where Franklin Templeton transferred tokenized US Treasuries to Virtu Financial for tokenized cash on the Canton Network. The transaction, settled in real-time against USDCx, precedes DTCC's planned tokenization services and highlights growing government and institutional interest in tokenized bonds.
Circle CEO Jeremy Allaire responded to Open USD's launch by emphasizing USDC's established moat, citing its liquidity, regulatory access, and extensive integrations as key differentiators. He challenged Open USD to prove its distribution can translate into regulated transaction flow and repeat usage before USDC's network effect is overcome.
Open Standard's new stablecoin, Open USD, proposes a reserve-sharing model where businesses minting and redeeming at no cost receive reserve earnings. This aims to shift the focus from passive yield to holders towards rewarding companies that drive transaction volume, potentially navigating U.S. regulatory limitations on stablecoin yields.
Open Standard launched Open USD with 140+ backers, challenging Circle and Tether, causing CRCL stock to drop 18%. President Trump's financial disclosure revealed over $1.2B in crypto earnings, raising conflict-of-interest concerns. Meanwhile, crypto majors are slightly down, Citi cut BTC price targets, and Binance faces a UK lawsuit.
Bernstein, OUSD'nin Circle için büyük bir tehdit olmadığını belirtti. Analistler, USDC'nin lider konumunu koruduğunu ve geniş ağının avantaj sağladığını vurguladı. Circle CEO'su Allaire de ağ etkisinin önemine dikkat çekti.
Open Standard's new Open USD stablecoin seeks to challenge USDC and USDT by allowing partner businesses to mint/redeem for free and share reserve earnings. This model, backed by over 140 businesses including Visa and Mastercard, aims to incentivize holding and lending, potentially shifting liquidity from established stablecoins despite regulatory 'gray zone' concerns.
Stablecoins, criptomoedas atreladas a moedas tradicionais, dominaram 80% das operações declaradas à Receita Federal no Brasil em 2025. A mudança reflete o perfil do mercado brasileiro antes da nova plataforma DeCripto, que entra em vigor em julho, alinhando o país ao padrão internacional CARF para maior controle e combate à evasão fiscal.
