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Circle’s native cryptocurrency seeks to transform how digital money is managed online

Circle’s native cryptocurrency seeks to transform how digital money is managed online

Bitget-RWA2025/11/13 03:52
By:Bitget-RWA

- Circle plans to launch a native token on its Arc blockchain to boost network participation and decentralization, following a 66% revenue surge to $740M in Q3 2025. - The Arc Network, designed for stablecoin transactions with sub-second finality, has attracted 100+ participants including Goldman Sachs and Visa since its October testnet launch. - USDC circulation hit $73.7B (up 108% YoY), while analysts project its supply could triple by 2027, though regulatory challenges loom over tokenized governance mod

Circle Considers Native Token for Arc Following Q3 Profit Jump

Stablecoin provider

Internet Group is moving forward with plans to introduce a native token on its Arc Network, aiming to boost engagement and better align incentives among participants as it develops its Layer 1 blockchain. This update, shared in the company’s Q3 2025 earnings report on November 12, comes as Circle posts record results: revenue reached $740 million, up 66% year-over-year, and net income soared 202% to $214 million, as reported.

The Arc Network, described as a “blockchain specifically designed for stablecoin operations,” offers gas fees paid in stablecoins and near-instant transaction finality.

Circle’s native cryptocurrency seeks to transform how digital money is managed online image 0
Since its public testnet launch in October, more than 100 organizations—including Goldman Sachs, BlackRock, Visa, and Amazon Web Services—have joined, as noted. CEO Jeremy Allaire highlighted the project’s ambition to build a “new economic operating system for the Internet,” enabling programmable digital currency to modernize global finance, as reported.

The native token proposal is part of a larger effort to shift Arc toward decentralized governance. “A native token could encourage participation, drive adoption, better align Arc stakeholders, and help secure the network’s long-term success,” the company wrote in its earnings statement, as

reported. While specifics are still limited, the token is expected to reward developers and institutions for their contributions, following models seen in decentralized finance (DeFi), as noted.

Circle’s financial performance highlights its expanding role in the stablecoin sector.

, Circle’s dollar-backed stablecoin, saw its supply jump to $73.7 billion at the end of the quarter—a 108% increase from a year earlier, according to CoinMarketCap data . The company also raised its 2025 revenue forecast, now expecting $90–$100 million in “other revenue” from subscriptions and services, up from its previous estimate of $75–$85 million, as reported.

The Arc project is gaining momentum as more institutions seek tokenized infrastructure. Over 29 financial firms—including Brex, Kraken, and Deutsche Börse—are already using Circle’s Circle Payments Network (CPN) for international payments, with annualized transaction volume reaching $3.4 billion, as

reported. Meanwhile, Circle’s tokenized money market fund (USYC) has surpassed $1 billion in assets under management, signaling increasing demand for programmable financial solutions, as reported.

Market analysts see the native token as a potential growth driver. William Blair reaffirmed its “outperform” rating for Circle, citing USDC’s leadership in liquidity and infrastructure, as

noted. Bernstein Research also predicted that USDC’s supply could triple by 2027, capturing about a third of the global stablecoin market, as reported.

Still, the move toward decentralization brings its own hurdles. While Circle initially planned for Arc to use USDC for gas fees, it now intends to adopt a distributed validator system, as

reported. This shift, which mirrors broader trends toward token-based governance, could attract regulatory attention as U.S. lawmakers finalize rules under the Genius Act.

As Circle targets a 2026 mainnet launch for Arc, its ability to balance institutional collaboration with decentralized governance will be key. With USDC’s supply projected to grow at a 40% annualized rate, as

reported, Circle is positioning itself at the forefront of a financial landscape increasingly shaped by code and smart contracts.

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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

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