Circle stock soars 60%! The surge in USDC volume and favorable regulations for stablecoins continue to drive CRCL's strength

March 3 News, the stablecoin issuer Circle’s stock price continues its strong upward trend. Data shows that the company’s stock rose about 15% again on Monday, with a total increase of nearly 60% since the release of its Q4 2025 financial report. Amid the crypto market recovery, growing demand for stablecoins, and the gradually clearer U.S. regulatory environment, investor interest in Circle continues to rise.

Financial reports indicate that Circle’s stablecoin USDC has grown 72% year-over-year, with a total supply reaching approximately $75.3 billion. At the same time, the company’s annual revenue increased 77% year-over-year to $770 million. Although the company posted a net loss in Q4 due to expenses related to its initial public offering, the market is more focused on the expansion potential of its stablecoin business. Data shows that CRCL stock is currently around $96, up more than 70% over the past month.

Analysts believe that this rally is driven by multiple factors, including short covering, increased stablecoin demand, and the gradually clarifying U.S. stablecoin regulatory framework. Among these, the advancement of the GENIUS Act is seen as a key catalyst. The bill aims to establish a legal framework for stablecoin issuance and regulation, providing a clearer policy environment for digital payment infrastructure.

Meanwhile, the overall crypto market remains relatively stable. Bitcoin’s price, after brief fluctuations caused by tensions in the Middle East, has stabilized around $68,000. U.S. President Trump previously announced the launch of a military operation called “Operation Epic Fury,” which heightened geopolitical uncertainty, but crypto assets have not experienced significant pullbacks.

Sean Dawson, head of research at Derive, pointed out that demand for stablecoins continues to grow, making companies related to stablecoins a focus in recent capital markets. He stated that clearer regulatory policies and expanding use cases for stablecoins in the digital economy have led to Circle being viewed as a relatively stable crypto infrastructure company.

Some market observers also believe that Circle’s business positioning is evolving. Swyftx analyst Pav Hundal said that more investors are no longer viewing USDC as a simple crypto asset but as an important component of future digital payment networks, especially with the rise of AI automation trading and smart agent economies.

Additionally, Peter Chung, head of research at Presto Labs, noted that USDC’s supply has slightly increased this year, while the supply of another major stablecoin has decreased slightly. With the growth of new application scenarios like prediction markets, the role of stablecoins in on-chain payments and liquidity management is continuously expanding.

Industry insiders believe that if future stablecoin regulations are further improved, Circle could continue to benefit, and its stock price will closely follow the expansion of the global stablecoin market.