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Circle plunged on CLARITY Act fears, but fundamentals unchanged — Bernstein

Analysts say new US stablecoin rules may hit yield distribution, not issuers, as USDC growth in payments and trading continues to accelerate.

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Older archive item. Useful for background and entity history, but not a fresh market-moving signal.

Circle plunged on CLARITY Act fears, but fundamentals unchanged — Bernstein

Analysts say new US stablecoin rules may hit yield distribution, not issuers, as USDC growth in payments and trading continues to accelerate.

Why this matters

Circle is showing up inside the Stablecoins theme, so this story is worth tracking for follow-through rather than treating it as a one-off headline.

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