Circle reported Q3 2026 results (Nov 4) with $865M in revenue and reserve income, up 17% year-over-year, and adjusted EBITDA of $317M, up 85%. The quarter's headline milestone was the Arc Mainnet launch on September 16, 2026, which went live with 11 founding validators and 100+ apps. In its earnings livestream, Circle said over $30B in USDC has moved on Arc since launch, with 100+ banks, payments leaders, and apps building on the network, including BNY, HSBC, Mastercard, and Visa alongside earlier institutional partners BlackRock and DTCC.
Arc released the Arc Studio CLI, letting developers bring Arc Studio into the coding agents they already use — Claude Code, Codex, or Cursor — so those agents can hand off onchain app, contract, and agent tasks. Circle amplified the announcement via a repost of Arc's post.
Circle Chief Strategy Officer Dante Disparte published a new post outlining the company's response to the Binance hack — the largest crypto theft on record — and arguing that collective defense across the ecosystem is now an operational requirement. Circle said the industry needs swift ecosystem coordination as it reacts to the October 29 incident, in which roughly $6.3 billion in client assets were stolen and about $3 billion was frozen onchain.
Circle submitted a comment letter to the SEC on its proposed Regulation Crypto Assets, which would create a tailored framework for crypto-asset offerings. Circle backed the proposal's goal of a clear, technology-neutral approach to onchain capital formation while arguing the rules should operate consistently with the GENIUS Act.
Circle is joining Devcon 8 as a supporter, an announcement from the Ethereum Foundation's conference account that Circle amplified on X. Devcon 8, the Ethereum community's annual gathering for developers and researchers, runs November 3–6, 2026 at the Jio World Center in Mumbai, India — the conference's first edition in South Asia.
Kraken and Circle have deepened their partnership to expand USDC and EURC utility across funding, trading, wallet infrastructure, and onchain access. Circle reports that the collaboration has driven 30% USDC AUC growth on Kraken since September 2025, pointing to stablecoins moving into the products customers already use.
Circle and payments technology firm ACI Worldwide announced a proof of concept in Colombia to explore how USDC settlement can run alongside existing payment infrastructure. The pilot, built on ACI Connetic, aims to show financial institutions how to integrate stablecoin settlement into their current payment operations rather than replacing them.
Circle is promoting cirBTC, its 1:1 Bitcoin-backed token, as a way for institutions to put BTC to work onchain. The company says cirBTC supports use cases across borrowing, lending, liquidity, and settlement without requiring holders to sell their underlying BTC position.
The push is part of Circle's broader effort to position bitcoin as collateral for onchain finance while keeping USDC at the center of the liquidity layer.
Y Combinator invested $500K in Mochatrade, a startup funding round delivered entirely in USDC. Circle amplified the news via @USDC, spotlighting the transfer as an example of stablecoin rails being used for real-world founder funding, noting each transfer arrived onchain.
Aster DEX said BTCUSDC, ETHUSDC, and SOLUSDC perpetuals are now live on its platform, with the announcement amplified by Circle. Aster framed the listing as a step with Arc and Circle toward expanding USDC-denominated trading, adding USDC-margined perps alongside its existing spot and perpetual venues.
Circle's Layer-1 blockchain, Arc, launched its mainnet on September 16, 2026 with 11 founding validators and 100+ apps, including institutional partners like BlackRock, DTCC and Visa.
Binance made a $100M strategic investment in Circle as part of a new five-year commercial agreement to expand USDC access across emerging markets.
Circle launches the public testnet for Arc, an open Layer-1 blockchain purpose-built for stablecoin finance, with backing from BlackRock, Visa, Mastercard, and other global financial institutions.
Circle's Arc blockchain mainnet goes live with founding validators including BlackRock, Mastercard, Visa, Standard Chartered, and other major financial institutions, after surpassing 500M testnet transactions and 3M wallets.
Circle agreed to acquire cross-border payments company Tazapay, adding 60+ banking and fintech partners and stablecoin-heavy B2B payment volume across 100+ markets.
Circle Internet Group completes its initial public offering on the New York Stock Exchange, pricing shares at $31 and raising approximately $1.05 billion in an upsized offering.
Circle launches cirBTC, a wrapped Bitcoin product on Ethereum with custody by Circle National Trust, its federally chartered OCC-supervised trust bank.
Circle received a limited purpose trust charter from the New York Department of Financial Services for Circle New York Trust, strengthening USDC's regulatory standing in New York.
Circle and Coinbase shut down the Centre Consortium, making Circle the sole issuer and governor of USDC. Coinbase acquires a minority equity stake in Circle.
Circle discloses that $3.3 billion of USDC's reserves are stuck at the failed Silicon Valley Bank, causing USDC to break its dollar peg and fall as low as $0.87 before recovering after the FDIC intervention.
Circle and Concord Acquisition Corp mutually agree to terminate their proposed business combination, originally announced in July 2021 and amended in February 2022.
Circle launches EURC (originally Euro Coin), a fully-reserved, euro-pegged stablecoin issued under the same model as USDC, available first on Ethereum.
Circle enters into an agreement for a $400 million funding round with investments from BlackRock, Fidelity Management and Research, Marshall Wace, and Fin Capital.
Circle enters into a definitive business combination agreement with Concord Acquisition Corp to go public on the NYSE at a $4.5 billion valuation.
Circle closes a $440 million financing round from leading institutional and strategic investors to drive market expansion and growth.
Circle spins out Poloniex into an independent company, Polo Digital Assets, Ltd., backed by an Asian investment group, as Circle refocuses on stablecoins and platform services.
Circle and Coinbase co-found the Centre Consortium and launch USDC, a fully-reserved dollar-pegged stablecoin on Ethereum.
Circle acquires Poloniex, one of the world's leading token exchanges at the time, as part of its vision to build a broad digital asset marketplace.
Circle Internet Financial is founded in Boston, Massachusetts as a consumer finance company aiming to use the Bitcoin blockchain as a payments platform.
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