Circle ожидает экспоненциальный рост USDC благодаря новым регуляциям и партнерствам Translation: Circle anticipates exponential growth for USDC driven by new regulations and partnerships

Circle is poised to be the primary beneficiary of the new stablecoin regulations in the United States. Bernstein analysts anticipate that the supply of USDC will nearly triple over the next two years, as reported by The Block.

According to their assessment, by the end of 2027, the asset’s market share within the stablecoin sector is expected to grow to 33%.

Leading the segment is Tether’s USDT, valued at over $180 billion (62%). The value of USDC stands at approximately $76 billion, with the overall market capitalization exceeding $311 billion.

Analysts attribute Circle’s success to its commitment to regulatory compliance and partnerships with major exchanges such as Coinbase, Binance, and OKX, which enhance liquidity. The integration across 28 blockchains also supports growth.

The company has strengthened its position with the passage of the GENIUS Act in July, establishing federal rules for payment stablecoins and restricting foreign issuers.

Bernstein expects that the total stablecoin market will grow to $670 billion by the end of 2027, with Circle potentially capturing $220 billion of that figure.

The issuer’s financial model relies on income from reserves, although a decrease in interest rates might impact this. Nevertheless, analysts believe that the increase in USDC supply and new revenue streams will mitigate this effect. They project a total revenue growth for Circle of 47% by the end of 2027.

Bernstein posits that stablecoins will transform financial services in the long run, predicting that by 2035 the total capitalization of such assets could reach $4 trillion, with 30% accounted for by USDC.

«Digital dollars will become the monetary railways of the internet, and Circle is in the best position due to its early start,» concluded the analysts.

Circle has chosen the crypto security platform Safe as its primary solution for institutional USDC storage.

According to the issuer’s Chief Commercial Officer, Kasha Razagi, large investors are increasingly moving on-chain and require a reliable infrastructure to manage their capital. He noted that the collaboration aims to meet the growing demand for regulated and secure digital dollars in treasury operations and DeFi.

Safe manages cryptocurrencies worth over $60 billion, including $2.5 billion in USDC. Safe’s founder, Lukas Shore, stated that the partnership will make Circle’s asset a central part of the ecosystem and a «home for institutional DeFi on stablecoins.»

Furthermore, the multi-signature technology of the platform accounts for nearly 4% of all transactions on the Ethereum network.

According to Dune, the crypto security platform has already processed USDC transfers amounting to $25 billion this year.

In September, Circle’s President, Hit Tarbert, mentioned that the company is exploring ways to reverse transactions.