Jul 30, 2026 12:23 PM
The USDC growth story is hitting a wall. Analysts just slashed Circle’s 2028 supply estimates by a massive $120 billion, signaling that the stablecoin market is cooling much faster than predicted. Despite acquiring IBM’s blockchain patents, Circle’s reserve income is projected to drop by up to 18% as supply continues to shrink. Is the dream of USDC dominance officially over, or can the "agentic economy" really turn things around? Do you think Circle is still a buy?
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