Crypto & Forex February 25, 2026 0 Comments

Circle’s Surprising Q4 Surge: What’s Behind the 21% Stock Jump and Can It Last?

Ever wonder what happens when a fintech powerhouse not only rides the crypto wave but practically surfs a tsunami? Circle Internet Group just flipped the script with a jaw-dropping 21% premarket stock surge after unveiling their Q4 2025 earnings — and trust me, these numbers aren’t your average spreadsheet fluff. With USDC adoption hitting warp speed, revenue shot up 77% to a whopping $770 million just in the last quarter, catapulting their annual haul to an eye-popping $2.7 billion. You can almost hear the cash registers ringing as adjusted EBITDA soared 412%, signaling not just growth but a seismic shift in how digital currency ecosystems scale. The bigger question? Can Circle keep this rocket fuel coming while rewriting the playbook on programmable money and global payment infrastructure? Buckle up — this isn’t just business as usual; it’s the future carving its path right before our eyes. LEARN MORE

Shares of Circle Internet Group (CRCL) soared 21% in premarket trading on Wednesday after the firm reported strong financial results in Q4 2025.

Driven by rapid USDC adoption, Circle’s fourth-quarter revenue jumped 77% to $770 million, pushing full-year fiscal 2025 revenue to $2.7 billion.

The New York-based company achieved $133 million in quarterly net income, while adjusted EBITDA skyrocketed 412% to $167 million.

These financial gains mirror the scaling of the USDC ecosystem, which saw circulation climb 72% to over $75 billion and quarterly onchain transaction volume explode by 247% to nearly $12 trillion.

“The fourth quarter marked another step forward in Circle’s mission to build the infrastructure for an open, programmable internet financial system,” said Jeremy Allaire, co-founder and chief executive.

Circle’s infrastructure saw major expansion as 55 financial institutions enrolled in its Circle Payments Network, with another 74 currently under review.

High-profile enterprise integrations further solidified this growth. Visa enabled US card issuers to settle in USDC outside of standard banking hours, while Intuit signed a multi-year agreement to embed the stablecoin across its platform.

In addition, Circle partnered with Polymarket to establish USDC as the primary settlement asset for event-based trading, and Bermuda announced plans to build the first fully onchain national economy using Circle’s tech.

On the regulatory front, Circle obtained conditional OCC approval in December to establish a national trust bank, a major step following its June 2025 NYSE debut.

These milestones have translated into clear market gains. USDC now holds a 28% share of the dollar-denominated stablecoin market, with the number of wallets holding over $10 growing 59% to 6.8 million.