USDC

The transfer volume of USDC reached $13.9 trillion in Q3 2026, marking a 49% year-over-year increase. Meanwhile, the average supply of the stablecoin grew only by 8%, to $73.3 billion. Circle's report indicates an acceleration in fund turnover, but does not confirm a comparable increase in demand for USDC.

Circle laid off about 5% of its employees in Q3 2026, despite a net profit increase to $226 million. Revenue was supported by $182 million from the ARC token presale, while income from USDC reserves decreased by 8%. We analyze the financial results of the issuer and why the company is developing new directions.

On November 2, Aave launched USDC incentives on the v4 platform in the Base network: they reduce the cost of borrowing USDC against tokenized shares and are aimed at both existing and new users. Meanwhile, AAVE is declining amid large holder sell-offs and the hacker's remaining tokens.

Circle reported a revenue of $1.4 billion and partner payouts of $819 million for the first half of 2026. Details on expenses and growth in USDC transaction volume are clarified.

Visa has transitioned to the commercial use of stablecoins for cross-border payments through Visa Direct with Inyo Global.

Visa Direct has begun commercial pre-funding of USDC, integrating stablecoins into international payments. The first operator is Inyo Global.

Circle’s USDC has become the first stable token to receive significant classification under European Union rules, effective from November 12, 2026.

Samsung Electronics will introduce USDC stablecoin transfers via Samsung Wallet for 82 million Galaxy devices in the US by the end of October.

Coinbase uses tokenized shares to obtain USDC on the blockchain.

Circle receives $100 million from Binance to expand USDC, which could strengthen its position in many countries.