The post Morning Minute: Circle Earnings Highlight a Massive Day for Crypto appeared on BitcoinEthereumNews.com.

Morning Minute is a daily newsletter written by Tyler Warner. The analysis and opinions expressed are his own and do not necessarily reflect those of Decrypt. Subscribe to the Morning Minute on Substack. GM! Today’s top news: Crypto majors continue rebound rally, jump 4-6%; BTC at $68,200 CRCL stock soars 35% after posting major Q4 amidst stablecoin boom Mr. Beast employee fined and suspended by Kalshi for insider trading Ethereum Foundation publishes updated roadmap highlighting focus thru 2029 Tether invests $200M in online mp Whop, enabling USDT payments on their platform 💵 Circle Earnings Highlight a Massive Day for Crypto Circle crushed earnings on the back of the stablecoin boom. And the broader crypto market finally caught a bid. 📌 What Happened Circle reported Q4 earnings yesterday morning and the numbers were incredible. USDC circulation hit $75.3B, up 72% year-over-year, nearly double their own 40% guidance Transaction volume reached $11.9T, up 247% Revenue and reserve income came in at $770M, up 77% Adjusted EBITDA up 412% CRCL closed up 35% to $83. That print kicked off a broad crypto rally. BTC bounced from $63K lows back to near $69K, up 7% on the day ETH reclaimed $2,075, up 12% SOL surged 14% to $90 Total liquidations hit $463M, with $400M+ from short positions across 100K+ traders. Crypto stocks saw the love as well, with Coinbase closing up 13% and Strategy up 9%. 🗣️ What They’re Saying Jeremy Allaire on the earnings call: “Tens or hundreds of billions of AI agents will interact and perform economic functions over the internet.” Clear Street analysts to Decrypt: “The print reinforces continued USDC adoption despite a softer crypto backdrop.” 🧠 Why It Matters Circle’s Q4 performance was massive and their poised to keep going. Their $75B in USDC circulation, growing 72% while the broader crypto market is down…

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Filed under: News - @ February 26, 2026 1:28 pm