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TEXXR

Chronicles

The story behind the story

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Circle has $1B+ in cash and had $779M in revenue in H1 2023, compared to $772M for all of 2022; USDC in circulation has fallen to ~$26B from ~$45B in January

Yueqi Yang / Bloomberg :

Bloomberg Yueqi Yang

Discussion

  • @stevenkelly49 Steven Kelly on x
    Deposit beta of 0 and benefiting from the rescue of uninsured deposits... A great business to be in.
  • @yueqi_yang Yueqi Yang on x
    Circle's revenue also surged, helped by rising interest rates, despite a decline in market share against Tether. It had $779 million in revenue in 1H23, already surpassing the $772 million for all of 2022. https://www.bloomberg.com/... 2/ @crypto
  • @yueqi_yang Yueqi Yang on x
    Exclusive: Circle has over $1 billion in cash on balance sheet as of end of June. “That's significantly more than we had expected, and allows us to have a lot of staying power as a company to invest,” CEO @jerallaire told us. 1/ https://www.bloomberg.com/... @crypto
  • @jerallaire Jeremy Allaire on x
    BREAKING coverage from @Bloomberg on @circle. “Circle had $779 million in revenue in the first half of the year, already surpassing the $772 million for all of 2022. The private firm generated $219 million in adjusted earnings before interest, taxes, depreciation, and...
  • @ldrogen Leigh Drogen on x
    Taking people's money, earning 5% interest on it, and giving them none of that yield is an incredible business if you can get away with it Truly hats off to the stablecoin companies right now, this won't last
  • @ddisparte Dante Disparte on x
    @jerallaire offered @business reporter @Yueqi_Yang an exclusive interview detailing how @circle is navigating the market environment. A strong balance sheet and improving U.S. regulatory clarity enables us to continue focusing on #USDC adoption. https://www.bloomberg.com/...
  • @yueqi_yang Yueqi Yang on x
    Circle CEO expects more competition from non-crypto firms entering the stablecoin field, such as PayPal. Meanwhile, existing stablecoins that can't meet regulatory standards will be crowded out in next two years, @jerallaire says. 4/ https://www.bloomberg.com/... @crypto
  • @wublockchain Wu Blockchain on x
    Circle had $779m in revenue in the first half of the year, already surpassing the $772m for all of 2022. It generated $219m of profit in the first half. The company has over $1 billion in cash on its balance sheet as of June. BBG https://www.bloomberg.com/...
  • @wublockchain Wu Blockchain on x
    However, compared with Tether, the profit is still low. Tether said that it generated a profit of 1.48 billion US dollars in the first quarter; the profit in the second quarter exceeded 1 billion US dollars.