Is Solana ‘digital credit’ king of 2026? Saylor and Circle’s Q4 data say…
This autumn made it clear that stablecoins are nonetheless the go-to secure haven.
Circle [USDC], the second-largest stablecoin with a market cap above $70 billion, demonstrated by way of its robust October–December 2025 efficiency simply the way it has strengthened its dominance available in the market.
By the tip of the quarter, $75.3 billion in USDC was in circulation (+72%), with transaction quantity at $11.9 trillion (+247%) and whole income of $770 million (+77%), underscoring its sustained development and market dominance.
Supply: TradingView (CRCL/USD)
The market reacted rapidly.
Following Circle’s (NASDAQ: CRCL) Q4 earnings report, shares surged 35%, reclaiming ranges misplaced in January amid the risk-off market atmosphere and signaling renewed investor confidence.
The report was particularly notable as This autumn marked one of the worst quarterly runs for crypto, with the market down over 20%, the most important decline for the reason that 2022 bear market. On this atmosphere, Circle’s robust USDC efficiency underscores its continued function as a market hedge.
On the similar time, amongst L1s, Solana [SOL] leads in USDC liquidity. Given USDC’s power, the important thing query turns into what this implies for the community, particularly in mild of Michael Saylor’s current bullish SOL outlook.
Circle’s USDC power places Solana within the highlight
Blockchain integration in world finance simply obtained one other push.
Constructing on this, Michael Saylor recently highlighted the subsequent section of digital credit score on blockchain, providing immediate transactions and 24/7 buying and selling, which in flip additional narrows the hole between TradFi and DeFi.
In the meantime, stablecoins like Circle’s USDC stay a core pillar of DeFi, offering the liquidity that powers these programs. On this context, Michael Saylor envisions the way forward for digital credit score being deployed on Solana.
Supply: DeFiLlama
On Solana, USDC controls practically 53% of the $15.34 billion stablecoin market, making it a key driver of the community’s DeFi ecosystem. Lately, another $250 million USDC was minted, additional cementing its affect.
On this context, Circle’s robust This autumn earnings matter: Report transaction volumes present that customers broadly undertake USDC, and its dominance on Solana offers the community the liquidity wanted to assist large-scale DeFi exercise.
With this basis, Saylor’s outlook on Solana beneficial properties actual credibility.
Remaining Abstract
- Circle’s robust This autumn earnings spotlight USDC’s widespread use, reinforcing its function as a secure, dependable market hedge.
- USDC’s dominance on Solana offers the community deep liquidity, validating Michael Saylor’s bullish outlook on Solana as a platform for digital credit score.
