{"id":72356,"date":"2026-05-11T13:29:42","date_gmt":"2026-05-11T13:29:42","guid":{"rendered":"https:\/\/crowdfundjunction.com\/blog\/circle-q1-revenue-rises-as-usdc-transaction-volume-jumps-263\/"},"modified":"2026-05-11T13:29:42","modified_gmt":"2026-05-11T13:29:42","slug":"circle-q1-revenue-rises-as-usdc-transaction-volume-jumps-263","status":"publish","type":"post","link":"https:\/\/crowdfundjunction.com\/blog\/circle-q1-revenue-rises-as-usdc-transaction-volume-jumps-263\/","title":{"rendered":"Circle Q1 Revenue Rises as USDC Transaction Volume Jumps 263%"},"content":{"rendered":"<p><b>(Originally posted on : Bitcoin News )<\/b><br \/>\n<\/p>\n<div>\n<div class=\"@container mb-[25px] rounded-sm overflow-clip py-0.5 pr-0.5 pl-2.5 bg-success-100\">\n<div class=\"flex flex-col gap-m overflow-clip rounded-[6px] !bg-success-10 p-3 @[420px]:p-m\">\n<h2 class=\"m-0 flex items-center gap-s text-[19px] !text-[#1c1c1c] md:text-[20px]\"><svg xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"16\" height=\"10\" viewbox=\"0 0 16 10\" fill=\"none\" class=\"shrink-0 text-success-100\" aria-hidden=\"true\"><path d=\"M1 1.5h14\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><path d=\"M1 8.5h10\" stroke=\"currentColor\" stroke-width=\"2.5\" stroke-linecap=\"round\"\/><\/svg><span>Key Takeaways<\/span><\/h2>\n<ul class=\"m-0 flex list-none flex-col gap-m pl-0\">\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Circle revenue rose 20% as USDC transaction volume jumped 263% year over year.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Reserve income reached $653 million, supported by higher average USDC circulation.<\/span><\/li>\n<li class=\"m-0 flex items-start gap-s !text-[#434248]\"><span class=\"mt-2 size-2 shrink-0 rounded-full bg-success-100\" aria-hidden=\"true\"\/><span class=\"text-body\">Arc-related activity, AI tools, and payments integrations could shape future revenue streams.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<h2>USDC Growth Drives Circle Revenue and Reserve Income<\/h2>\n<p>Circle Internet Group Inc. (NYSE: CRCL) announced on May 11 its first-quarter 2026 results, led by higher revenue and a sharp rise in USDC activity. Total revenue and reserve income reached $694 million, up 20% year over year. USDC onchain transaction <span>volume<\/span> jumped 263% year over year to $21.5 trillion, while USDC in circulation rose 28% to $77 billion at quarter end.<\/p>\n<p>Quarterly performance reflected growth across Circle\u2019s reserve income, network activity, and payments infrastructure. Reserve income totaled $653 million, supported by higher average USDC circulation. Other revenue reached $42 million, driven by subscription, services, and transaction activity. Total revenue and reserve income rose 20% from a year earlier, but declined from $770 million in Q4 2025 to $694 million in Q1 2026. Adjusted EBITDA increased 24% to $151 million.<\/p>\n<p>Circle explained that USDC onchain transaction <span>volume<\/span> includes native and canonically bridged USDC processed across supported <span>blockchains<\/span>, excluding <span>Solana<\/span>. The company stated:<\/p>\n<blockquote>\n<p>\u201cUSDC in circulation of $77.0 billion at quarter end grew 28%; USDC onchain transaction <span>volume<\/span> in Q1\u201926 of $21.5 trillion grew 263%.\u201d<\/p>\n<\/blockquote>\n<p>Product activity during the quarter extended beyond core USDC metrics. Circle completed a $222 million ARC Token presale at a $3 billion fully diluted network valuation. Investors in the consortium included a16z <span>crypto<\/span>, Apollo Funds, Blackrock, and ARK Invest. The company also advanced products tied to AI-driven financial infrastructure.<\/p>\n<h2> <span>Stablecoin<\/span> Payments and AI Tools Support Circle Expansion<\/h2>\n<p>April rollouts included <a href=\"https:\/\/investor.circle.com\/news\/news-details\/2026\/Circle-Launches-AI-Infrastructure-to-Power-the-Agentic-Economy\/default.aspx\" target=\"_blank\" rel=\"noopener noreferrer\">Circle CLI<\/a>, Agent Wallets, and an Agent Marketplace for AI-powered transactions using USDC across <span>blockchain<\/span> and payment systems. Managed Payments also launched for financial institutions seeking <span>stablecoin<\/span> settlement tools without directly managing digital assets.<\/p>\n<p>Commercial integrations added another layer to Circle\u2019s first-quarter activity. Kyriba integrated USDC capabilities into treasury systems built for continuous <a href=\"http:\/\/www.bitcoin.com\/get-started\/what-is-liquidity\/\" class=\"lar_link lar_link_outgoing\" target=\"_blank\" rel=\"noopener noreferrer\">liquidity<\/a> management. Polymarket continued using USDC as its primary collateral and settlement asset. Circle also said USDC represented 63% of <a href=\"http:\/\/www.bitcoin.com\/get-started\/what-are-stablecoins\/\" class=\"lar_link lar_link_outgoing\" target=\"_blank\" rel=\"noopener noreferrer\">stablecoin<\/a> transaction <a href=\"http:\/\/www.bitcoin.com\/get-started\/what-is-trading-volume\/\" class=\"lar_link lar_link_outgoing\" target=\"_blank\" rel=\"noopener noreferrer\">volume<\/a> during the quarter based on Visa Onchain Analytics data.<\/p>\n<p>Market-making repricing activity on Aerodrome accounted for roughly $9 trillion of the $9.6 trillion quarter-over-quarter increase in USDC onchain transaction <a href=\"http:\/\/www.bitcoin.com\/get-started\/what-is-trading-volume\/\" class=\"lar_link lar_link_outgoing\" target=\"_blank\" rel=\"noopener noreferrer\">volume<\/a>, Circle said. CEO Jeremy Allaire stated:<\/p>\n<blockquote>\n<p>\u201cCircle\u2019s first quarter reflected strong execution against a much bigger opportunity: the rapid convergence of AI platforms and economic operating systems into a new internet stack.\u201d<\/p>\n<\/blockquote><\/div>\n<p><a href=\"https:\/\/news.bitcoin.com\/circle-q1-revenue-rises-as-usdc-transaction-volume-jumps-263\/\">Source link <\/a><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>(Originally posted on : Bitcoin News ) Key Takeaways Circle revenue rose 20% as USDC transaction volume jumped 263% year over year. Reserve income reached $653 million, supported by higher average USDC circulation. Arc-related activity, AI tools, and payments integrations could shape future revenue streams. USDC Growth Drives Circle Revenue and Reserve Income Circle Internet [&hellip;]<\/p>\n","protected":false},"author":11,"featured_media":72357,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0},"categories":[32],"tags":[],"_links":{"self":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/72356"}],"collection":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/comments?post=72356"}],"version-history":[{"count":0,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/posts\/72356\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media\/72357"}],"wp:attachment":[{"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/media?parent=72356"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/categories?post=72356"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/crowdfundjunction.com\/blog\/wp-json\/wp\/v2\/tags?post=72356"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}