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Bernstein Projects 59% Upside for Circle Even Without Clarity Act

Bernstein analysts say Circle can maintain its growth trajectory despite the absence of the Clarity Act, citing a rebound in USDC supply and expanding stablecoin volumes.

Bernstein analysts have expressed confidence that Circle can continue its growth cycle without the implementation of the Clarity Act. The firm highlighted a recent rebound in the supply of USDC and ongoing expansion in stablecoin transaction volumes as key indicators of sustained momentum.

USDC Supply Rebound

The supply of Circle’s USDC stablecoin has shown a notable increase, suggesting renewed demand and confidence among users and institutions.

Stablecoin Volume Growth

Overall stablecoin volumes continue to expand, reinforcing the broader market’s appetite for digital dollar assets.

Analyst Outlook

Based on these trends, Bernstein projects a potential upside of 59% for Circle, indicating a bullish outlook for the company’s future performance.

Source & attribution

News Source

Publisher
The Block
Original date
August 24, 2026, 10:08 AM
Original headline
Bernstein says Circle’s growth cycle can continue without the Clarity Act, sees 59% upside
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