USDC

Circle

@OnchainLens Posted on X: In the past 9 hours, Circle has minted $1.5B USDC on @solana; so far, Circle has minted $14.75B USDC in 2026 on Solana.

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Binance Announces Delisting of 20 Trading Pairs and Two Perpetual Contracts, Lists New Tradfi Contracts

Circle and Polymarket Shift to Native USDC for Efficient Trading and Settlement.

Polymarket Ditches Bridged USDC, Migrates to Native USDC on Polygon for Enhanced Security and Efficiency.

CoinMarketCap Posted on X: Polymarket is partnering with Circle to migrate from bridged USDC.e to native USDC on Polygon over the coming months; eliminating cross-chain bridge reliance for its settlement infrastructure.

Catalyst<ul> <li>Strong cash reserves relative to market value indicate solid financial health for CRCL.</li></ul>Risk<ul> <li>Fund flows show consistent negative trends across all order sizes, signaling investor caution or withdrawal.</li> <li>Technical indicators suggest a weak market state with bearish signals dominating, increasing the risk of further declines.</li></ul>

Key Factors

Circle (CRCL) shares fell 8.76% on Tuesday despite reporting strong third-quarter 2025 earnings.Ark Invest increased its holdings in crypto-related stocks including Circle, spending $19 million in purchases across multiple ETFs.Circle partnered with Polymarket to transition from bridged USDC.e on Polygon to native USDC issued by Circle's regulated affiliates.Brazil advanced a bill that could criminalize the issuance of uncollateralized algorithmic stablecoins, which would directly affect Circle's USDC if not fully backed.Binance announced new tradfi perpetual contracts, including Circle (CRCLUSDT), set to launch on February 9.

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