{"id":123844,"date":"2026-03-18T17:07:49","date_gmt":"2026-03-18T16:07:49","guid":{"rendered":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/"},"modified":"2026-03-18T17:07:49","modified_gmt":"2026-03-18T16:07:49","slug":"circle-stock-rebounds-150-percent-usdc-supply-79b","status":"publish","type":"post","link":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/","title":{"rendered":"Circle Stock Rebounds 150% as USDC Supply Hits Record $79B"},"content":{"rendered":"<p>Circle Stock Jumps 150% From February Low as USDC Supply Reaches Record $79B<\/p>\n\n<span class=\"anchor\" id=\"key-takeaways\" title=\"Key Takeaways\"><\/span><h2 class=\"wp-block-heading\">Key Takeaways<\/h2>\n\n<ul class=\"wp-block-list\"><li>Circle Internet Group stock (CRCL) has risen more than 150% from its February low of $49.9, closing at $125.83 on March 17.<\/li><li>The stock had previously fallen 83% from $298 to $49 after IPO momentum faded and the crypto market declined.<\/li><li>USDC supply increased from about $70B in February to a record $79B, a 13% rise in two months.<\/li><li>Analysts cite growing USDC adoption and developments around AI agentic payments as key drivers behind the recovery.<\/li><li>Despite the rebound, Wall Street consensus currently rates CRCL as a HOLD, with some price targets at $145.<\/li><\/ul>\n\n<span class=\"anchor\" id=\"crcl-rebounds-sharply-after-late-2025-sell-off\" title=\"CRCL Rebounds Sharply After Late 2025 Sell Off\"><\/span><h2 class=\"wp-block-heading\">CRCL Rebounds Sharply After Late 2025 Sell Off<\/h2>\n\n<p>Circle Internet Group shares have staged a significant recovery in recent weeks. After touching a low of $49.9 in February, CRCL has climbed more than 150%, reaching $125.83 at the close on March 17. On that day alone, the stock gained an additional 9%.<\/p>\n\n<p>The rally follows a steep decline in late 2025 and early 2026. After an initial surge tied to its public listing, CRCL fell 83%, dropping from $298 to $49 as broader crypto markets weakened and IPO enthusiasm faded.<\/p>\n\n<p>The latest move effectively reverses the losses recorded in the first quarter of 2026. Market data shows that reclaiming the $125 to $160 range would erase most of the stock\u2019s losses from the second half of 2025.<\/p>\n\n<span class=\"anchor\" id=\"usdc-supply-expands-to-record-79b\" title=\"USDC Supply Expands to Record $79B\"><\/span><h2 class=\"wp-block-heading\">USDC Supply Expands to Record $79B<\/h2>\n\n<p>Analysts point to the growth of Circle\u2019s stablecoin, USDC, as a central factor behind the stock\u2019s recovery. According to Jon Ma, founder of crypto analytics platform Artemis, USDC adoption has been a key catalyst in the first quarter rebound.<\/p>\n\n<p>In February, when CRCL traded near $50, USDC supply stood at roughly $70B. It has since increased to $79B, marking a 13% expansion in two months and setting a new all time high.<\/p>\n\n<p>Ma highlighted that at the time of the February dip, overall stablecoin supply was $73B, reflecting 25% year over year growth. He described the $50 level as an evident buy zone, referencing the underlying growth in stablecoin issuance.<\/p>\n\n<p>At the network level, more than 10% of total USDC supply is concentrated on Solana. Other trading platforms have also recorded notable increases. Hyperliquid, for example, has seen 155% growth in USDC supply over the past month.<\/p>\n\n<span class=\"anchor\" id=\"stablecoin-growth-occurs-amid-broader-crypto-contraction\" title=\"Stablecoin Growth Occurs Amid Broader Crypto Contraction\"><\/span><h2 class=\"wp-block-heading\">Stablecoin Growth Occurs Amid Broader Crypto Contraction<\/h2>\n\n<p>The expansion of USDC has taken place despite a broader contraction in crypto trading activity. Analysts interpret this as a sign that stablecoin usage is decoupling from general market trends.<\/p>\n\n<p>While Bitcoin\u2019s recovery has supported several crypto related equities, including Robinhood, Coinbase, and Strategy, USDC supply growth has continued even as overall trading volumes have softened. This divergence has drawn attention to stablecoin adoption as a separate structural driver.<\/p>\n\n<p>In parallel with the stock move, other crypto equities have also advanced. Over the past month, Strategy gained 14%, while Coinbase recovered 22%. On a year to date basis, however, CRCL has outperformed these peers despite its earlier drawdown.<\/p>\n\n<span class=\"anchor\" id=\"ai-agentic-payments-highlighted-as-long-term-theme\" title=\"AI Agentic Payments Highlighted as Long Term Theme\"><\/span><h2 class=\"wp-block-heading\">AI Agentic Payments Highlighted as Long Term Theme<\/h2>\n\n<p>Another factor cited in the recent analysis is the role of AI driven payments. Ma referenced a report by Citrini Research that identified agentic payments as a potential winner by 2028. The report theorizes that AI agents could transact on stablecoin infrastructure and bypass traditional intermediaries.<\/p>\n\n<p>Circle has already positioned itself around AI agentic payment systems. The company is also exploring scenarios in which stablecoins could replace the current global foreign exchange market structure.<\/p>\n\n<p>These developments have been presented as part of the broader narrative supporting USDC adoption. For investors, they provide additional context for the recent increase in stablecoin supply and the associated stock performance.<\/p>\n\n<span class=\"anchor\" id=\"analyst-ratings-and-price-targets-remain-cautious\" title=\"Analyst Ratings and Price Targets Remain Cautious\"><\/span><h2 class=\"wp-block-heading\">Analyst Ratings and Price Targets Remain Cautious<\/h2>\n\n<p>Despite the 150% rebound from February lows, Wall Street consensus currently rates CRCL as a HOLD. Some analysts project a price target of $145.<\/p>\n\n<p>This suggests that while the recovery has been significant, expectations for further upside remain measured relative to the stock\u2019s earlier peak of $298. The recent rally has restored much of the ground lost in early 2026, but the shares remain well below their post IPO highs.<\/p>\n\n<span class=\"anchor\" id=\"our-assessment\" title=\"Our Assessment\"><\/span><h2 class=\"wp-block-heading\">Our Assessment<\/h2>\n\n<p>CRCL has recovered more than 150% from its February low, driven in part by a 13% increase in USDC supply to a record $79B. Analysts link the rebound to expanding stablecoin adoption and developments around AI agentic payments. While other crypto stocks have also benefited from Bitcoin\u2019s recovery, CRCL has outperformed peers on a year to date basis. Current analyst consensus stands at HOLD, with price targets around $145 as the stock trades near $125.83.<br>\n<\/p>\n\n<div class=\"gambling-disclaimer\">\n\t<p>\n\t\tWe have imposed strict editorial guidelines on ourselves and explain our testing methods openly and comprehensively. We also communicate transparently how our work is financed. This site may contain tracking links, but this does not influence our objective view in any way.\t<\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Circle shares rose more than 150% from February lows as USDC supply expanded to a record $79B. Analysts cite stablecoin adoption and AI payment developments.<\/p>\n","protected":false},"author":8,"featured_media":123843,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[],"tags":[],"news_crypto_coin":[],"class_list":["post-123844","post","type-post","status-publish","format-standard","has-post-thumbnail"],"acf":{"faqs":null,"sort_number":999,"sort_number_no_override":false},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.0 (Yoast SEO v27.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Circle Stock Up 150% as USDC Hits $79B<\/title>\n<meta name=\"description\" content=\"Circle shares climbed 150% from February lows as USDC supply reached a record $79B, with analysts citing adoption and AI payment themes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Kryptocasinos.com EN\" \/>\n<meta property=\"og:description\" content=\"Circle shares climbed 150% from February lows as USDC supply reached a record $79B, with analysts citing adoption and AI payment themes.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/\" \/>\n<meta property=\"og:site_name\" content=\"Kryptocasinos.com\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/kryptocasinoscomm\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-03-18T16:07:49+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1408\" \/>\n\t<meta property=\"og:image:height\" content=\"736\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Isabella Brown\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Isabella Brown\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"NewsArticle\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/\"},\"author\":{\"name\":\"Isabella Brown\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/#\/schema\/person\/badee6a5ed8b6777da5bd380d112bcdc\"},\"headline\":\"Circle Stock Rebounds 150% as USDC Supply Hits Record $79B\",\"datePublished\":\"2026-03-18T17:07:49+01:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/\"},\"wordCount\":745,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#respond\"]}],\"description\":\"\",\"isAccessibleForFree\":true,\"articleBody\":\"Circle Stock Jumps 150% From February Low as USDC Supply Reaches Record $79B\\n\\nKey Takeaways\\n\\nCircle Internet Group stock (CRCL) has risen more than 150% from its February low of $49.9, closing at $125.83 on March 17.The stock had previously fallen 83% from $298 to $49 after IPO momentum faded and the crypto market declined.USDC supply increased from about $70B in February to a record $79B, a 13% rise in two months.Analysts cite growing USDC adoption and developments around AI agentic payments as key drivers behind the recovery.Despite the rebound, Wall Street consensus currently rates CRCL as a HOLD, with some price targets at $145.\\n\\nCRCL Rebounds Sharply After Late 2025 Sell Off\\n\\nCircle Internet Group shares have staged a significant recovery in recent weeks. After touching a low of $49.9 in February, CRCL has climbed more than 150%, reaching $125.83 at the close on March 17. On that day alone, the stock gained an additional 9%.\\n\\nThe rally follows a steep decline in late 2025 and early 2026. After an initial surge tied to its public listing, CRCL fell 83%, dropping from $298 to $49 as broader crypto markets weakened and IPO enthusiasm faded.\\n\\nThe latest move effectively reverses the losses recorded in the first quarter of 2026. Market data shows that reclaiming the $125 to $160 range would erase most of the stock's losses from the second half of 2025.\\n\\nUSDC Supply Expands to Record $79B\\n\\nAnalysts point to the growth of Circle's stablecoin, USDC, as a central factor behind the stock's recovery. According to Jon Ma, founder of crypto analytics platform Artemis, USDC adoption has been a key catalyst in the first quarter rebound.\\n\\nIn February, when CRCL traded near $50, USDC supply stood at roughly $70B. It has since increased to $79B, marking a 13% expansion in two months and setting a new all time high.\\n\\nMa highlighted that at the time of the February dip, overall stablecoin supply was $73B, reflecting 25% year over year growth. He described the $50 level as an evident buy zone, referencing the underlying growth in stablecoin issuance.\\n\\nAt the network level, more than 10% of total USDC supply is concentrated on Solana. Other trading platforms have also recorded notable increases. Hyperliquid, for example, has seen 155% growth in USDC supply over the past month.\\n\\nStablecoin Growth Occurs Amid Broader Crypto Contraction\\n\\nThe expansion of USDC has taken place despite a broader contraction in crypto trading activity. Analysts interpret this as a sign that stablecoin usage is decoupling from general market trends.\\n\\nWhile Bitcoin's recovery has supported several crypto related equities, including Robinhood, Coinbase, and Strategy, USDC supply growth has continued even as overall trading volumes have softened. This divergence has drawn attention to stablecoin adoption as a separate structural driver.\\n\\nIn parallel with the stock move, other crypto equities have also advanced. Over the past month, Strategy gained 14%, while Coinbase recovered 22%. On a year to date basis, however, CRCL has outperformed these peers despite its earlier drawdown.\\n\\nAI Agentic Payments Highlighted as Long Term Theme\\n\\nAnother factor cited in the recent analysis is the role of AI driven payments. Ma referenced a report by Citrini Research that identified agentic payments as a potential winner by 2028. The report theorizes that AI agents could transact on stablecoin infrastructure and bypass traditional intermediaries.\\n\\nCircle has already positioned itself around AI agentic payment systems. The company is also exploring scenarios in which stablecoins could replace the current global foreign exchange market structure.\\n\\nThese developments have been presented as part of the broader narrative supporting USDC adoption. For investors, they provide additional context for the recent increase in stablecoin supply and the associated stock performance.\\n\\nAnalyst Ratings and Price Targets Remain Cautious\\n\\nDespite the 150% rebound from February lows, Wall Street consensus currently rates CRCL as a HOLD. Some analysts project a price target of $145.\\n\\nThis suggests that while the recovery has been significant, expectations for further upside remain measured relative to the stock's earlier peak of $298. The recent rally has restored much of the ground lost in early 2026, but the shares remain well below their post IPO highs.\\n\\nOur Assessment\\n\\nCRCL has recovered more than 150% from its February low, driven in part by a 13% increase in USDC supply to a record $79B. Analysts link the rebound to expanding stablecoin adoption and developments around AI agentic payments. While other crypto stocks have also benefited from Bitcoin's recovery, CRCL has outperformed peers on a year to date basis. Current analyst consensus stands at HOLD, with price targets around $145 as the stock trades near $125.83.\\n\\n\\n\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/\",\"url\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/\",\"name\":\"Circle Stock Up 150% as USDC Hits $79B\",\"isPartOf\":{\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg\",\"datePublished\":\"2026-03-18T17:07:49+01:00\",\"description\":\"Circle shares climbed 150% from February lows as USDC supply reached a record $79B, with analysts citing adoption and AI payment themes.\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#primaryimage\",\"url\":\"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg\",\"contentUrl\":\"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg\",\"width\":1408,\"height\":736,\"caption\":\"Stacked gold coins with a green upward arrow, a digital globe connected by payment nodes, and a server rack with an AI chip.\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.kryptocasinos.com\/en\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Circle Stock Rebounds 150% as USDC Supply Hits Record $79B\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/#website\",\"url\":\"https:\/\/www.kryptocasinos.com\/en\/\",\"name\":\"Kryptocasinos.com\",\"description\":\"\",\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/#organization\",\"name\":\"Kryptocasinos.com\",\"url\":\"https:\/\/www.kryptocasinos.com\/en\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2025\/06\/kryptocasinos-com-logo.svg\",\"contentUrl\":\"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2025\/06\/kryptocasinos-com-logo.svg\",\"width\":109,\"height\":34,\"caption\":\"Kryptocasinos.com\"},\"image\":{\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/kryptocasinoscomm\/\"],\"description\":\"Discover top-rated crypto casinos for %%currentyear%% with fast Bitcoin payouts, trustworthy security, and fair bonuses. See which casinos truly deliver.\",\"address\":{\"@type\":\"PostalAddress\",\"streetAddress\":\"557 Fuk Wing St\",\"addressLocality\":\"Cheung Sha Wan\",\"addressRegion\":\"HK\",\"postalCode\":\"999077\",\"addressCountry\":\"CN\"},\"contactPoint\":{\"@type\":\"ContactPoint\",\"email\":\"contact@kryptocasinos.com\"},\"foundingDate\":\"2021-03-27\",\"email\":\"hello@kryptocasinos.com\",\"numberOfEmployees\":{\"@type\":\"QuantitativeValue\",\"minValue\":\"11\",\"maxValue\":\"50\"},\"publishingPrinciples\":\"https:\/\/www.kryptocasinos.com\/en\/editorial-guidelines\/\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.kryptocasinos.com\/en\/#\/schema\/person\/badee6a5ed8b6777da5bd380d112bcdc\",\"name\":\"Isabella Brown\",\"description\":\"Online Gambling, Greece and my dog Gringo are my three favorite things in my life. Before working for Kryptocasinos.com I was leading the content team of an iGaming Online magazine where I was focused on researching casinos, their licenses and the connection between the members of the industry.\",\"birthDate\":\"1995-02-13\",\"url\":\"https:\/\/www.kryptocasinos.com\/en\/author\/isabella\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Circle Stock Up 150% as USDC Hits $79B","description":"Circle shares climbed 150% from February lows as USDC supply reached a record $79B, with analysts citing adoption and AI payment themes.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/","og_type":"article","og_title":"Kryptocasinos.com EN","og_description":"Circle shares climbed 150% from February lows as USDC supply reached a record $79B, with analysts citing adoption and AI payment themes.","og_url":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/","og_site_name":"Kryptocasinos.com","article_publisher":"https:\/\/www.facebook.com\/kryptocasinoscomm\/","article_published_time":"2026-03-18T16:07:49+00:00","og_image":[{"width":1408,"height":736,"url":"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg","type":"image\/jpeg"}],"author":"Isabella Brown","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Isabella Brown","Est. reading time":"4 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"NewsArticle","@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#article","isPartOf":{"@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/"},"author":{"name":"Isabella Brown","@id":"https:\/\/www.kryptocasinos.com\/en\/#\/schema\/person\/badee6a5ed8b6777da5bd380d112bcdc"},"headline":"Circle Stock Rebounds 150% as USDC Supply Hits Record $79B","datePublished":"2026-03-18T17:07:49+01:00","mainEntityOfPage":{"@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/"},"wordCount":745,"commentCount":0,"publisher":{"@id":"https:\/\/www.kryptocasinos.com\/en\/#organization"},"image":{"@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#primaryimage"},"thumbnailUrl":"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg","inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#respond"]}],"description":"","isAccessibleForFree":true,"articleBody":"Circle Stock Jumps 150% From February Low as USDC Supply Reaches Record $79B\n\nKey Takeaways\n\nCircle Internet Group stock (CRCL) has risen more than 150% from its February low of $49.9, closing at $125.83 on March 17.The stock had previously fallen 83% from $298 to $49 after IPO momentum faded and the crypto market declined.USDC supply increased from about $70B in February to a record $79B, a 13% rise in two months.Analysts cite growing USDC adoption and developments around AI agentic payments as key drivers behind the recovery.Despite the rebound, Wall Street consensus currently rates CRCL as a HOLD, with some price targets at $145.\n\nCRCL Rebounds Sharply After Late 2025 Sell Off\n\nCircle Internet Group shares have staged a significant recovery in recent weeks. After touching a low of $49.9 in February, CRCL has climbed more than 150%, reaching $125.83 at the close on March 17. On that day alone, the stock gained an additional 9%.\n\nThe rally follows a steep decline in late 2025 and early 2026. After an initial surge tied to its public listing, CRCL fell 83%, dropping from $298 to $49 as broader crypto markets weakened and IPO enthusiasm faded.\n\nThe latest move effectively reverses the losses recorded in the first quarter of 2026. Market data shows that reclaiming the $125 to $160 range would erase most of the stock's losses from the second half of 2025.\n\nUSDC Supply Expands to Record $79B\n\nAnalysts point to the growth of Circle's stablecoin, USDC, as a central factor behind the stock's recovery. According to Jon Ma, founder of crypto analytics platform Artemis, USDC adoption has been a key catalyst in the first quarter rebound.\n\nIn February, when CRCL traded near $50, USDC supply stood at roughly $70B. It has since increased to $79B, marking a 13% expansion in two months and setting a new all time high.\n\nMa highlighted that at the time of the February dip, overall stablecoin supply was $73B, reflecting 25% year over year growth. He described the $50 level as an evident buy zone, referencing the underlying growth in stablecoin issuance.\n\nAt the network level, more than 10% of total USDC supply is concentrated on Solana. Other trading platforms have also recorded notable increases. Hyperliquid, for example, has seen 155% growth in USDC supply over the past month.\n\nStablecoin Growth Occurs Amid Broader Crypto Contraction\n\nThe expansion of USDC has taken place despite a broader contraction in crypto trading activity. Analysts interpret this as a sign that stablecoin usage is decoupling from general market trends.\n\nWhile Bitcoin's recovery has supported several crypto related equities, including Robinhood, Coinbase, and Strategy, USDC supply growth has continued even as overall trading volumes have softened. This divergence has drawn attention to stablecoin adoption as a separate structural driver.\n\nIn parallel with the stock move, other crypto equities have also advanced. Over the past month, Strategy gained 14%, while Coinbase recovered 22%. On a year to date basis, however, CRCL has outperformed these peers despite its earlier drawdown.\n\nAI Agentic Payments Highlighted as Long Term Theme\n\nAnother factor cited in the recent analysis is the role of AI driven payments. Ma referenced a report by Citrini Research that identified agentic payments as a potential winner by 2028. The report theorizes that AI agents could transact on stablecoin infrastructure and bypass traditional intermediaries.\n\nCircle has already positioned itself around AI agentic payment systems. The company is also exploring scenarios in which stablecoins could replace the current global foreign exchange market structure.\n\nThese developments have been presented as part of the broader narrative supporting USDC adoption. For investors, they provide additional context for the recent increase in stablecoin supply and the associated stock performance.\n\nAnalyst Ratings and Price Targets Remain Cautious\n\nDespite the 150% rebound from February lows, Wall Street consensus currently rates CRCL as a HOLD. Some analysts project a price target of $145.\n\nThis suggests that while the recovery has been significant, expectations for further upside remain measured relative to the stock's earlier peak of $298. The recent rally has restored much of the ground lost in early 2026, but the shares remain well below their post IPO highs.\n\nOur Assessment\n\nCRCL has recovered more than 150% from its February low, driven in part by a 13% increase in USDC supply to a record $79B. Analysts link the rebound to expanding stablecoin adoption and developments around AI agentic payments. While other crypto stocks have also benefited from Bitcoin's recovery, CRCL has outperformed peers on a year to date basis. Current analyst consensus stands at HOLD, with price targets around $145 as the stock trades near $125.83.\n\n\n"},{"@type":"WebPage","@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/","url":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/","name":"Circle Stock Up 150% as USDC Hits $79B","isPartOf":{"@id":"https:\/\/www.kryptocasinos.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#primaryimage"},"image":{"@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#primaryimage"},"thumbnailUrl":"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg","datePublished":"2026-03-18T17:07:49+01:00","description":"Circle shares climbed 150% from February lows as USDC supply reached a record $79B, with analysts citing adoption and AI payment themes.","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#primaryimage","url":"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg","contentUrl":"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2026\/03\/circle-stock-rebounds-150-percent-usdc-supply-79b.jpg","width":1408,"height":736,"caption":"Stacked gold coins with a green upward arrow, a digital globe connected by payment nodes, and a server rack with an AI chip."},{"@type":"BreadcrumbList","@id":"https:\/\/www.kryptocasinos.com\/en\/news\/circle-stock-rebounds-150-percent-usdc-supply-79b\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.kryptocasinos.com\/en\/"},{"@type":"ListItem","position":2,"name":"Circle Stock Rebounds 150% as USDC Supply Hits Record $79B"}]},{"@type":"WebSite","@id":"https:\/\/www.kryptocasinos.com\/en\/#website","url":"https:\/\/www.kryptocasinos.com\/en\/","name":"Kryptocasinos.com","description":"","inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.kryptocasinos.com\/en\/#organization","name":"Kryptocasinos.com","url":"https:\/\/www.kryptocasinos.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.kryptocasinos.com\/en\/#\/schema\/logo\/image\/","url":"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2025\/06\/kryptocasinos-com-logo.svg","contentUrl":"https:\/\/www.kryptocasinos.com\/wp-content\/uploads\/2025\/06\/kryptocasinos-com-logo.svg","width":109,"height":34,"caption":"Kryptocasinos.com"},"image":{"@id":"https:\/\/www.kryptocasinos.com\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/kryptocasinoscomm\/"],"description":"Discover top-rated crypto casinos for %%currentyear%% with fast Bitcoin payouts, trustworthy security, and fair bonuses. See which casinos truly deliver.","address":{"@type":"PostalAddress","streetAddress":"557 Fuk Wing St","addressLocality":"Cheung Sha Wan","addressRegion":"HK","postalCode":"999077","addressCountry":"CN"},"contactPoint":{"@type":"ContactPoint","email":"contact@kryptocasinos.com"},"foundingDate":"2021-03-27","email":"hello@kryptocasinos.com","numberOfEmployees":{"@type":"QuantitativeValue","minValue":"11","maxValue":"50"},"publishingPrinciples":"https:\/\/www.kryptocasinos.com\/en\/editorial-guidelines\/"},{"@type":"Person","@id":"https:\/\/www.kryptocasinos.com\/en\/#\/schema\/person\/badee6a5ed8b6777da5bd380d112bcdc","name":"Isabella Brown","description":"Online Gambling, Greece and my dog Gringo are my three favorite things in my life. Before working for Kryptocasinos.com I was leading the content team of an iGaming Online magazine where I was focused on researching casinos, their licenses and the connection between the members of the industry.","birthDate":"1995-02-13","url":"https:\/\/www.kryptocasinos.com\/en\/author\/isabella\/"}]}},"yoast_meta":{"_yoast_wpseo_primary_category":"","_yoast_wpseo_title":"Circle Stock Up 150% as USDC Hits $79B","_yoast_wpseo_metadesc":"Circle shares climbed 150% from February lows as USDC supply reached a record $79B, with analysts citing adoption and AI payment themes."},"_links":{"self":[{"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/posts\/123844","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/comments?post=123844"}],"version-history":[{"count":0,"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/posts\/123844\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/media\/123843"}],"wp:attachment":[{"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/media?parent=123844"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/categories?post=123844"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/tags?post=123844"},{"taxonomy":"news_crypto_coin","embeddable":true,"href":"https:\/\/www.kryptocasinos.com\/en\/wp-json\/wp\/v2\/news_crypto_coin?post=123844"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}