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Latest Circle News and Insights | Yellow
Trust Yellow.com for the latest and most reliable Circle news and insights. Stay informed with accurate updates, expert analyses, and comprehensive articles on Circle trends and market movements.
News
Circle CEO Says Iran "Highly Unlikely" To Use USDC For Hormuz Strait Crypto Tolls
Apr 13, 2026
Circle CEO Jeremy Allaire said Iran is "highly unlikely" to use USDC (USDC) for proposed crypto transit tolls at the Strait of Hormuz, citing the stablecoin's built-in compliance controls. Allaire's Hormuz Remarks Allaire made the comments at a press conference in Seoul on Apr. 13. A reporter asked
$285M Drift Exploit Exposes Circle Inaction, ZachXBT Says
Apr 02, 2026
On-chain investigator ZachXBT accused stablecoin issuer Circle of failing to act while millions in USDC (USDC) moved from Solana (SOL) to Ethereum (ETH) during the Drift Protocol exploit that drained an estimated $285M from the Solana-based perpetual futures exchange on Apr. 1. Drift Protocol Privat
ZachXBT Calls Circle USDC Wallet Freeze 'Most Incompetent' Ever
Mar 26, 2026
Circle unfroze the USDC (USDC) balance in one of 16 wallets it had blocked earlier this week, prompting on-chain investigator ZachXBT to call the original freeze possibly "the single most incompetent" he has witnessed in more than five years of tracking illicit crypto activity. Circle's Wallet Rever
Circle May Hit $75B By 2030 Despite Yield Ban Fear, Says Bitwise CIO
Mar 26, 2026
Bitwise Chief Investment Officer Matt Hougan projected that Circle Internet Financial could reach a $75 billion valuation by 2030, even as the stablecoin issuer's stock plunged 22% on Tuesday following a leaked draft of the CLARITY Act that would ban passive yield on stablecoin holdings. Circle Stoc
How Bernstein Reads The USDC Yield Ban As A Potential Win For Circle
Mar 25, 2026
Circle (USDC) shares fell about 20% on Tuesday - their steepest single-day loss since the company's June 2025 IPO - after a draft of the U.S. Clarity Act circulated proposing a ban on passive stablecoin yield, threatening a key incentive for holding USDC. The stock partially recovered Wednesday, tra
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