Circle Shares Jump 30% After USDC Logs $11.9 Trillion Volume
Circle Internet Financial shares climbed 30% after its USDC stablecoin processed $11.9 trillion in on-chain transaction volume. The milestone in USDC usage could drive higher fee-based revenue from minting and redemptions.
1. Stock Price Rally
Shares of Circle Internet Financial jumped 30% intraday on February 25 following a disclosure on USDC’s record transaction metrics, marking one of the largest single-session gains since the company’s public listing.
2. USDC Records $11.9 Trillion Volume
Circle’s USDC stablecoin processed $11.9 trillion in on-chain transaction volume over the first two months of 2026, representing a significant uptick in dollar-backed digital asset usage by retail and institutional participants.
3. Revenue and Adoption Implications
The surge in USDC activity could materially increase Circle’s fee-based income from minting and redemption services, while strengthening its position in global payments infrastructure as demand for programmable dollars expands.