Bernstein Projects Circle’s USDC to Gain Massive Market Share by 2027 - Crypto Economy

• Bold Projection: Bernstein experts predict that USDC’s circulating supply could soar to $173 billion by the end of 2027.
• Regulatory Boost: The impending approval of a stablecoin law in the United States is seen as a key catalyst for mass adoption.
• Strategic Expansion: The integration of USDC on new and faster blockchains will strengthen its position and market share.

An optimistic forecast. Bernstein, the research and brokerage firm, predicts for Circle and its stablecoin, USDC, that its supply could triple and reach a valuation of $173 billion by the end of 2027. This push would be enough for USDC to control approximately one-third of the entire stablecoin market, solidifying its place as a fundamental pillar in the digital economy.

The analysis highlights that USDC’s growth will be driven by two main factors: regulatory clarity and the strategic expansion of its ecosystem. Analysts Gautam Chhugani and Mahika Sapra emphasize that the possible approval of specific legislation for stablecoins in the United States would eliminate regulatory uncertainty, opening the doors to greater institutional and commercial adoption. A clear legal framework is perceived as the catalyst that could unlock the next level of expansion for Circle.


Strategic expansion with multiple benefits

Additionally, the continued integration of USDC across multiple blockchains is a pillar of this bullish outlook. By expanding beyond Ethereum to faster and more economical networks, Circle is improving the utility and accessibility of its stablecoin for payments and decentralized finance (DeFi). This multi-chain strategy is crucial for capturing a larger market share and competing directly with the current leader, Tether (USDT).

This forecast comes at a time when the cryptocurrency market is in an extended bull cycle. According to Bernstein, that could last until 2027.

In this context, the growth of USDC would not only benefit Circle but also strengthen the overall infrastructure of the crypto ecosystem, providing a liquid and stable base for trading and decentralized applications. Circle’s ability to navigate the regulatory environment and continue innovating will be key to achieving these ambitious projections.