Q4 made it clear that stablecoins are still the go-to safe haven.
As a researcher tracking the stablecoin market, I’ve been observing Circle’s USDC closely. With a market capitalization exceeding $70 billion, it’s the second-largest stablecoin, and its performance from October to December 2025 clearly showed how it’s solidified its leading position.
USDC saw significant growth this quarter, with $75.3 billion in circulation – a 72% increase. Transaction volume soared by 247% to $11.9 trillion, and total revenue reached $770 million, up 77%. These numbers demonstrate USDC’s continued strong performance and leading position in the market.
The market reacted quickly.
After Circle (NASDAQ: CRCL) announced its fourth-quarter earnings, the company’s stock price jumped 35%. This regained ground lost in January when investors were generally avoiding risk, and suggests investors are now more optimistic about Circle.
The report highlights a particularly difficult fourth quarter for cryptocurrency, with the market dropping over 20% – the biggest decrease since the 2022 downturn. Despite this challenging period, Circle’s USDC performed well, demonstrating its value as a safe haven for investors.
Currently, Solana has the most USDC liquidity among Layer 1 blockchains. Considering how important USDC is, it’s worth asking what this says about Solana’s future, particularly after Michael Saylor recently expressed a positive view on the network.
Circle’s USDC strength puts Solana in the spotlight
Blockchain integration in global finance just got another push.
Michael Saylor recently pointed out that blockchain is evolving to offer a new kind of instant, around-the-clock financial system. This development is blurring the lines between traditional finance (TradFi) and the decentralized finance (DeFi) world.
Stablecoins, such as USDC from Circle, are still essential to the world of decentralized finance (DeFi), providing the necessary funds for these systems to operate. Looking ahead, Michael Saylor believes that future digital lending could be built on the Solana network.
As an analyst tracking the Solana ecosystem, I’ve observed that USDC is absolutely dominant – it controls almost 53% of the $15.34 billion in stablecoins on the network. This makes it a crucial component for all the DeFi activity happening there. Just recently, another $250 million USDC was created, which really reinforces its position as a leading force on Solana.
Circle’s impressive fourth-quarter results are significant because they demonstrate growing adoption of USDC, with record transaction numbers. Furthermore, its leading position on the Solana network provides the necessary funds to enable substantial activity in decentralized finance (DeFi).
With this foundation, Saylor’s outlook on Solana gains real credibility.
Final Summary
- Circle’s strong Q4 earnings highlight USDC’s widespread use, reinforcing its role as a stable, reliable market hedge.
- USDC’s dominance on Solana gives the network deep liquidity, validating Michael Saylor’s bullish outlook on Solana as a platform for digital credit.
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2026-02-26 12:08