Bernstein projects USDC stablecoin supply to triple by end of 2027, capturing one-third of market
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最新报道：Bernstein analysts project Circle's USDC will become the primary beneficiary of the new U.S. stablecoin regime, with supply expected to nearly triple to $220 billion by 2027, capturing 33% market share. The GENIUS Act's regulatory framework favors U.S.-based issuers like Circle, which maintains full cash and Treasury backing and has facilitated $3 trillion in transactions in H1 2025. Despite potential rate cuts, Circle's revenue is forecast to grow at a 47% compound rate through 2027, supported by expanding payment integrations and non-interest income streams.
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