Bernstein highlights confidence in Circle and projects its shares at USD $ 230 per unit

Bernstein maintains a positive vision about Circle, highlighting the expansion of USDC, The regulatory impact and macro conditions that support an objective price of USD $ 230 per share.

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• Bernstein assigns recommendation “Outperform” to Circle, with a goal of USD $ 230 per share.
• USDC It grows to USD $ 72.5 billion, exceeding supply estimates.
• The regulatory and monetary environment favors demand by Stablecoins.

The growth of the stablcoins has put Circle at the Center for the Care of Analysts of Wall Street.

According to a report published by Bernstein, cited by COINDESK, The station of USDC It has solid conditions to sustain superior performance in the stock market. The firm established an objective price of USD $ 230 per share, maintaining a recommendation of “Outperform.”

At the time of the report, the actions of Circle They were quoted about USD $ 116, with an advance of 1.2%. The difference with respect to the projected objective reflects the confidence of the market in which the expansion of USDC and regulatory trends will boost company’s income in the medium term.

The accelerated expansion of USDC

One of the pillars of the thesis of Bernstein It is the sustained growth of the offer of USDC The stablecoin reached USD $ 72.5 billion, a figure that represents 25% more than expected at this point of the year. The firm had calculated that the circulation volume would reach USD $ 74,000 million towards the end of 2025, but the goal is already practically covered.

This advance in the projected schedule is seen as a sign of ecosystem confidence in Circle, Since the Token not only wins retail users, but is consolidated as infrastructure for payments and collateral in multiple applications of decentralized finance.

Another key argument of Bernstein It is the growing market share of USDC facing Tether (USDT). In the second quarter, the quota was 28%, but has risen to 30% today.

Although USDT It is still the largest stablecoin, the increase in USDC shows that the market recognizes in Circle A issuer with higher standards of transparency and regulatory compliance.

This positioning, analysts point out, reinforces confidence in the business model of Circle and in its ability to capture volume in a sector that moves billions of dollars in international transactions and investment platforms.

The impact of Genius Act

The regulatory environment also appears as a backup factor for the assessment of Circle. With the entry into force of the Genius Act In the United States, the emergence of new Stablecoins issues is expected.

However, Bernstein He maintains that Circle Part of a privileged position: it has a wide user base, strategic alliances and the credibility necessary to compete in an increasingly formalized market.

Regulation, rather than an obstacle, can become a catalyst that rewards actors with solid governance structures, such as Circle.

The report also argues that possible interest rate cuts in the United States do not represent a significant risk for the income of Circle. Although lower rates reduce performance on reserves, the firm considers that the net effect can be positive. A lower rates environment encourages risk taking into USDC

This way, Circle It could benefit indirectly from greater dynamism in the crypto market, consolidating its role as a key intermediary between traditional and digital finances.

Written article with the help of an AI content editor, edited by Angel Di Matteo / Diariobitcoin

Original image of Diariobitcoin, created with artificial intelligence, for free use, licensed under public domain.

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