News

PANews reported on March 4 that, according to Onchain Lens monitoring, Circle has minted an additional 1 billion USDC on Solana in the past 10 hours. Since 2026, Circle has cumulatively issued 23.75 billions USDC on Solana.

Golden Ten Data reported on March 4th that CITIC Securities' research report stated that South Korean government bonds will officially begin the WGBI inclusion process in April 2026. Considering that the current inflation risk in South Korea has stabilized, fiscal conditions are relatively sound, there is potential for additional gains in the Korean won exchange rate, and our calculations estimate that the inclusion in WGBI is expected to bring 50-60 billions USD in passive capital investment, resulting in a highly certain incremental buying force, we recommend early positioning and suggest making South Korean government bonds a key focus for global investors' overseas capital allocation.

PANews March 4th news, according to The Block, due to geopolitical tensions pushing up oil prices and weakening expectations for interest rate cuts, Mizuho Bank analysts raised Circle's target stock price from $90 to $100, maintaining a "neutral" rating. Analysts believe that changes in interest rate expectations may have a greater impact on Circle's valuation multiples than on boosting short-term revenue. Circle's main source of income comes from the interest earnings on USDC reserve assets. Rising oil prices intensify inflation concerns, and the market's expectation that interest rates will not be cut in 2026 is strengthening, which is beneficial for locking in stable interest income. Although the macro environment is improving, analysts warn that after stablecoin regulation becomes clearer, market competition may intensify, potentially compressing industry profit margins in the long term.