Ожидается резкий рост USDC: Circle на пути к 220 млрд долларов к 2027 году Translation: Expected Surge in USDC: Circle Aiming for $220 Billion by 2027

Circle is set to become the primary beneficiary of the new regulation regarding stablecoins in the United States. Analysts from Bernstein forecast that the supply of USDC will nearly triple over the next two years, according to The Block.

They estimate that by the end of 2027, Circle’s market share in the stablecoin sector could rise to 33%.

Leading the segment is Tether’s USDT, valued at over $180 billion (62%), while USDC’s value stands at around $76 billion. The total market capitalization exceeds $311 billion.

Analysts attribute Circle’s success to its focus on regulatory compliance and partnerships with major exchanges such as Coinbase, Binance, and OKX, which enhances its liquidity. The integration across 28 blockchains further supports its growth.

Circle’s position has been bolstered by the GENIUS Act, signed into law in July, which establishes federal guidelines for payment stablecoins and restricts foreign issuers.

Bernstein anticipates that by the end of 2027, the total stablecoin market will grow to $670 billion, with Circle’s share potentially reaching $220 billion.

The issuer’s financial model relies on income from reserves, which could be affected by declining interest rates. However, analysts believe that the growth in USDC supply and new revenue streams will offset this impact. They predict a 47% increase in Circle’s revenue by the end of 2027.

According to Bernstein, stablecoins are expected to transform financial services in the long term. By 2035, the total capitalization of such assets could reach $4 trillion, with USDC accounting for 30% of that.

«Digital dollars will become the monetary rails of the internet, and Circle is well-positioned due to its early start,» analysts concluded.

Circle has selected the crypto security platform Safe as its primary solution for institutional USDC storage.

According to Chief Commercial Officer Kasha Razzaghi, large investors are increasingly moving on-chain and require a reliable infrastructure to manage their capital. He noted that the partnership aims to meet the growing demand for regulated and secure digital dollars in treasury operations and DeFi.

Safe manages cryptocurrencies worth over $60 billion, including $2.5 billion in USDC. Safe’s founder, Lucas Shore, stated that the collaboration will position Circle’s asset as a central part of the ecosystem and a «hub for institutional DeFi on stablecoins.»

Additionally, the multi-signature technology of the platform facilitates nearly 4% of all transactions on the Ethereum network.

According to Dune, the crypto security platform has already processed $25 billion in USDC transfers this year.

Notably, in September, Circle’s President, Hit Tarbert, announced that the company is exploring ways to reverse transactions.