Circle’s Record Revenue Surge Signals Growing Dominance Of USDC And Internet-Native Finance

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Digital payments and stablecoin issuer Circle delivered a standout fourth quarter, reporting $770 million in revenue, a 77% year-over-year increase, as adoption of its flagship stablecoin USDC continued to expand across global markets. Net income for the quarter reached $133 million, underscoring the company’s improving operating leverage despite a volatile crypto backdrop. The results reflect a period of accelerating demand for regulated digital dollars, particularly as institutions deepen their participation in blockchain-based payments and settlements. Circle’s leadership framed the performance as evidence that momentum in internet-native finance is strengthening, with its infrastructure increasingly serving as a backbone for digital economic

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