Circle is catching the attention of Wall Street analysts again, with Bernstein arguing that USDC is entering a fresh growth phase that could lift the company’s performance over the next year. In a research note published Monday, the firm said USDC is showing signs of what it called “digital dollar reflation,” after supply jumped by roughly $2 billion in seven days—an apparent turnaround from a six-month period of stagnant or declining growth. Bernstein maintained an Outperform rating on Circle and set a $140 price target , implying around 60% upside from current levels. The stock has reportedly risen about 40% over the past month, underscoring how quickly market sentiment can shift around stablecoin issuance and adoption. Key takeaways Bernstein cited USDC supply increasing by roughly $2 billion in seven days, reversing a prior stretch of flat or falling growth. The firm expects a potential “next phase” for stablecoins to be driven by market momentum, U.S. regulatory clarity, an...
Stand With Crypto, an advocacy group launched by Coinbase in 2023, has endorsed 32 candidates for U.S. House races ahead of the 2026 midterm elections. The group says the move is designed to shape federal digital-asset policy by backing lawmakers it views as credible champions for the sector. In a notice issued Monday, Stand With Crypto framed its candidate slate as part of a broader effort to mobilize “crypto voters,” arguing that digital-asset issues may become more influential in close races where candidates seek support beyond traditional political constituencies. The organization’s executive director, Mason Lynaugh, said the timing reflects what he called an inflection point for crypto policy in Washington. Key takeaways Stand With Crypto endorsed 32 House candidates for the 2026 midterms based on their stated digital asset policy views. The group is targeting competitive races where it believes its influence is most likely to matter for outcomes. Stand With Crypto argues cr...