Circle’s USDC stablecoin is positioned to dominate the rapidly growing stablecoin market, according to a report from leading research firm Bernstein. Analysts highlight USDC’s regulatory advantages and strong liquidity position, predicting that Circle’s stock has the potential to surge 28% from its current $180 level. The report emphasizes Circle’s role as a cornerstone of the internet-scale financial system, with USDC set to become the largest regulated stablecoin under the recently passed GENIUS Act. As the stablecoin market is expected to explode from $244 billion today to $4 trillion within the next decade, Bernstein forecasts that Circle will capture around 30% of this vast opportunity, up from its current 25% share.
