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Circle's Hidden Revenue Engine

2025-07-31 11:04:42

Circle's Hidden Revenue Engine

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Summary Circle's growth potential extends far beyond USDC reserve yield. They have a secret weapon. I project Circle's total revenues could reach $12 billion by 2030, driven by high-margin software and fintech services integrated with stablecoins. Circle's Q2 earnings will be pivotal, especially regarding USDC adoption, platform revenue growth, and updates on the Coinbase revenue-sharing agreement. Despite risks like rate sensitivity and USDT competition, I see over 50% upside in 3-4 years, maki...

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