Fintech & Digital Assets

Circle

High0/2 relationships sourcedProfile verified Aug 29, 2026
OverviewIndicatorsMore SignalsSourcesM&A fitRelationship mapStoryMilestones

30-Second Executive Brief

Executive Assessment

Circle functions as an established institution within Fintech & Digital Assets, backed by 0% sourcing coverage, with a stable competitive position.

  • Maintains 2 mapped relationships across the graph
  • 0% sourcing coverage across sourced relationships
  • Tracked as established institution within the Fintech & Digital Assets category

Executive Snapshot

Strategic Role
Established Institution
Sourcing Coverage
0%
View Methodology →

Computed live from this entity's own relationships and evidence: how many relationships carry at least one linked citation, weighted with citation recency and source type — independent of Strategic Importance, and not a prediction. Not a hand-typed number; recalculated on every read.

Ecosystem Influence
High
Strategic Momentum
Insufficient Data

Coverage

Mapped Relationships
2
Technology Domains
4

Strategic Implications

  • Central node connecting multiple strategic ecosystems
  • Directly influences technology and capital flows
  • Material relevance to downstream dependency mapping

Top Opportunities

Circle's pursuit of AI payments as a new stablecoin use case, combined with nearly doubled other-revenue guidance and surging onchain transaction volume, positions the company to diversify beyond reserve interest income.

Top Risks

USDC's dollar-stablecoin market share declined 66 basis points to 27% year-over-year, indicating competitive pressure from other stablecoin issuers even as absolute circulation and transaction volume grow.

Critical Dependencies

Chainalysis (Depends on)
Continue to Dependency Graph ↓

US stablecoin issuer behind USDC that reported Q2 2026 total revenue and reserve income of $701 million (up 7% year-over-year) with adjusted EBITDA of $143 million; USDC in circulation exceeded $73 billion (up 19% year-over-year) with onchain transaction volume surging 151% to $14.8 trillion, though USDC's dollar-stablecoin market share slipped to 27%, prompting the company to nearly double its FY2026 'other revenue' guidance to $310-330 million.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Coolingdriven mostly by insider filing activity, down 6 since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

Federal contract disclosures

Department of Defense — $19,828,630: CONSTRUCTION OF WEST BANK MISSISSIPPI RIVER ITEM 525-R, LEVEE ENLARGEMENT AND BERMS, IN CHICOT COUNTY, ARKANSAS.

USAspending.gov · Sep 30, 2024

Department of Defense — $16,987,525: MRL 460-L

USAspending.gov · Jun 14, 2023

Department of Defense — $16,181,910: REPAIR STEAM VAULTS F, E, D, C, WEST POINT, NY 10996

USAspending.gov · Sep 5, 2024

Department of Defense — $15,952,510: TASK ORDER - TENSAS PARISH, LOUISIANA, LEVEE ENLARGEMENT AND BERMS, ITEMS 393-R, FC/MR AND T, WBMRL

USAspending.gov · Jan 16, 2026

Department of Defense — $10,082,476: MRL ST. ROSE LEVEE ENLARGEMENT

USAspending.gov · Sep 20, 2023

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

1 source

  • Circle — Circle Reports Second Quarter 2026 Resultscompany

Latest Activity

Insider Filing Activity

37Form 4 filings, trailing 90 days-6 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Sep 7, 2026

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Acquisition & Investment Fit

AI-reasoned, generated only from entities already in InsightNodes's own graph — a hypothetical strategic-fit exercise, not real M&A intelligence or a signal that any deal is planned or in progress.

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Relationship Map

The relationships surrounding Circle — ownership, dependencies, regulation, technology and market context. Click any node to make it the new center, 2 levels deep.

2 levels3 levels 🔒5 levels 🔒

Connection type

Sign in free to click a node and explore →

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far

Jan 2026: USDC onchain transaction volume surges 151% to $14.8 trillion→Jan 2026: Circle Reports Second Quarter 2026 Results

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

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Circle's Timeline

A sourced, dated history of Circle's key moments — founding to present.

  1. Jan 2026 · USDC onchain transaction volume surges 151% to $14.8 trillion

    Circle reported Q2 2026 total revenue and reserve income of $701 million (up 7% year-over-year), with USDC circulation exceeding $73 billion (up 19%) and onchain transaction volume surging 151% to $14.8 trillion, prompting the company to raise its FY2026 other revenue guidance from $150-170 million to $310-330 million.