What matters today
Headlines and short briefings we actually use when reading the market — filtered for relevance, not volume.
Circle is actively defending the economic model of its USDC stablecoin as competitors attempt to attract its partners with more favorable revenue-sharing agreements. Coinbase, a key USDC partner, is also involved with a rival network.
2 min read
Open USD (OUSD) launched with approximately $468 million in circulation and a partnership with Stripe, aiming to leverage Stripe’s $1.9 trillion network to gain traction against dominant stablecoins like USDT and USDC.
2 min read
CoinShares warns Open USD's profit-sharing model could undermine Circle's USDC dominance by 2026, challenging its margin structure.
2 min read
Japanese investment bank Mizuho has downgraded Circle, citing growing competitive pressure from Open USD’s innovative yield model threatening Circle's profit margins.
2 min read
