bullish: Circle’s outperformance highlights USDC’s staying power, says bullish Wall Street analyst

William Blair said Circle’s recent rally reflects more than macro factors, pointing to USDC resilience and growing recognition of the firm’s stablecoin infrastructure advantage. What to know : William Blair said Circle’s outperformance reflects USDC market cap stability and rising appreciation for its infrastructure business. The bank argued stablecoins are poised to transform cross-border payments, with USDC well positioned as a standard. Circle’s payments network and infrastructure stack could help defend against fragmentation as more firms explore issuing stablecoins.