Bernsteinpredicts that the supply of Circle’s USDC could nearly triple to $220 billion by the end of 2027, capturing a third of the global stablecoin market. The company’s assessment was shared in the latest report published today and it was stated that the current circulation will go from the range of approximately 70-76 billion dollars to the predicted level. Report, circle It was based on the growth thesis of its shares after the public offering and the impact of the regulatory steps.
2027 Photograph Taken by Bernstein for Circle
According to Bernstein USDC Its supply could rise to $220 billion by 2027, driven by payment uses, enterprise adoption, and the scaling of on-Blockchain financial services. This indicates a position of approximately one-third in market share. The forecast is based on an updated version of previous forecasts since the end of summer, and the difference is that growth is faster than expected.
Moreover, Wall Street ratings maintain the emphasis on Circle’s outperformance. The public offering that took place in New York in June and the subsequent comprehensive bill passed by the Senate. stablecoin The draft regulation reduced the perception of corporate risk with transparent reserves and monthly reporting requirements. This framework is presented as the catalyst that accelerates the integration of USDC with banks and payment networks.
Engines of Projected Growth
Bernstein analysts attribute the increase in USDC’s market share to uses outside exchanges, a cash management alternative in corporate treasuries, and a collateral/settlement layer in securitized assets. On the derivative markets and custody services side, the need for dollar-based collateral stands out as a factor that supports volume even as fixed returns decline.
He also reiterated in broker notes that USDC could climb to $220 billion by 2027, with a supply increase of approximately 260 percent. Although uncertainties due to market conditions are reserved, the reports tokenizationHe states that the scenario may deviate upwards if payments and cross-border payments gain scale.
