Circle Bets on Arc Network to Unlock Higher Valuation

Circle adds $3 billion Wall Street Arc token risking an uncomfortable rivalry with Coinbase

Circle's $222 million ARC token presale has given Wall Street a new way to value the USDC issuer, while raising a harder question for one of crypto’s most profitable alliances. On May 11, Circle said investors led by a16z Crypto backed the presale of ARC, the native token for Arc, its planned public blockchain for institutional finance. The sale valued the network at $3 billion on a fully diluted basis and came alongside first-quarter results th…

Circle Bets on Arc Network to Unlock Higher Valuation

Circle’s Q1 2026 results were a mixed bag as revenue reached $694M and USDC circulation hit $77B, but net income fell to $55M and revenue came in below expectations. Arc gives Circle a path to monetize network infrastructure, validator activity, and token ownership, which could reduce dependence on interest income. The Circle Payments Network is scaling too, with annualized transaction volume rising to $8.3B and other revenue jumping 101% year…

Circle Posts Strong Q1 Revenue Growth as USDC Circulation Hits $77 Billion | LeapRate | Online Trading Industry News, Broker Intelligence & Fintech Analysis

Circle Internet Group has reported first-quarter 2026 results showing robust top-line growth, even as rising costs weighed on net income, with USDC circulation and transaction volumes both expanding sharply year-on-year. Total revenue and reserve income reached $694 million in the quarter, a 20% increase compared with the same period in 2025. Adjusted EBITDA grew 24% to $151 million, driven primarily by higher USDC in circulation.  Net income fr…