Circle shares jumped after Bernstein kept its bullish rating and $140 target, with Arc’s Sept. 16 mainnet launch fueling the move. Investors are betting Circle can become more than a reserve-income stablecoin issuer — but it still has to prove the hype turns into real revenue.
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Circle’s Q2 profit slipped even as USDC usage surged, with $14.8 trillion in on-chain volume and a public Arc mainnet launch set for September 16. The catch: lower rates and steep distribution costs still squeeze margins, so the real test is whether Circle can turn scale into durable infrastructure.
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Circle has set Sept. 16 for Arc’s public mainnet launch, with BlackRock, Visa, DTCC and other heavyweights backing its push to build blockchain rails for stablecoins, tokenized assets, and institutional settlement. Big promises, yes—but also real plumbing.
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Circle is trying to become more than the company behind USDC — it wants to own the rails, the blockchain, and maybe even the payments layer for AI agents Circle is pushing USDC from a simple stablecoin business into a broader payments and infrastructure play, with its own network, its own chain, and a long-shot […]
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