USDC grew only 4% QoQ, there is no way they can meet 40% target
EBITDA at 167M, no growth from last quarter’s 166M
revenue beside T-bill interest only guided for 160M for 2026
unless crypto recover from bear market, where is growth for CRCL
Crypto还是在bear market ， btc之后几个月还是有可能去50k左右的
三心三意
2026-02-25 09:22:00USDC grew only 4% QoQ, there is no way they can meet 40% target