Circle Tipped to Dominate Stablecoin Market, Says William Blair
William Blair has initiated coverage on Circle with an "Outperform" rating, positioning the company as the cornerstone of the stablecoin sector. The firm highlights Circle's pivotal role in bridging traditional fiat systems with blockchain-based payments, particularly in cross-border B2B transactions—a market valued at $24 trillion.
USDC's market capitalization could surge to $150 billion by 2027 under bullish adoption scenarios, potentially generating over $1 billion in adjusted EBITDA for Circle. The report underscores how Circle's infrastructure reduces costs and accelerates settlement times for international commerce, cementing its lead in the stablecoin revolution.