USDC is surging back to life as Circle’s stablecoin supply jumps $2 billion in just seven days, sparking optimism from analysts at Bernstein who’ve raised their stock price target to $140. With renewed crypto market energy, clearer U.S. regulations, and the rise of tokenized assets — even AI agents using USDC for payments — the stablecoin is poised for explosive growth. Circle’s stock has climbed 40% in the last month, and despite being second only to Tether, USDC now dominates 60% of transaction volume. Bernstein’s “Outperform” rating underscores their belief that Circle has massive upside ahead.
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