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Circle CEO Jeremy Allaire Says the Stablecoin Market Is Going to See Record Growth. What Does That Mean for CRCL Stock?

The stablecoin leader might not be the best long-term play on that booming market.

Circle CEO Jeremy Allaire Says the Stablecoin Market Is Going to See Record Growth. What Does That Mean for CRCL Stock?

Published July 26, 2026 · Category: Finance

Overview

Circle (NYSE: CRCL) issues USD Coin (CRYPTO: USDC), the world's second-largest stablecoin and the most widely used stablecoin in the United States. USD Coin is backed by Circle's own U.S. dollars and Treasuries, and the company generates most of its revenue from the interest earned on those deposits (known as its reserve income). Circle recently won a U.S. bank charter, and its firm compliance with U.S. regulations makes it an appealing choice for institutional investors.

Circle's revenue will keep rising as long as it continues to mint more USDC tokens for investors who want a faster, more digitally flexible alternative to real U.S. dollars. In a recent CNBC interview, Circle CEO Jeremy Allaire claimed the entire stablecoin market could grow from about $1 trillion today to tens of trillions of dollars over the coming years. But does that mean Circle's stock will grow at the same rate as the broader stablecoin market?

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Originally published at www.fool.com.

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