According to @lookonchain, Tether minted $1B USDT and Circle minted $250M USDC today, with a combined $8.75B in stablecoins minted over the past month (source: @lookonchain).

According to @lookonchain, Circle minted 750 million USDC about three hours ago, with the mint visible on the referenced Solscan account starting with 7VHUFJ (source: @lookonchain; Solscan). According to @lookonchain, Circle has minted a cumulative 10.25 billion USDC over the past three months, indicating sustained issuance activity (source: @lookonchain). The source does not provide details on subsequent distribution to exchanges or cross-chain flows beyond the Solana mint reference, so traders should track follow-on USDC movements to assess near-term liquidity effects on BTC and ETH order books (source: @lookonchain; Solscan).

According to @ai_9684xtpa, Hyperliquid now holds about $4.82B in USDC, ranking third by USDC scale across all public chains and networks and first among bridged USDC networks (source: @ai_9684xtpa). According to @ai_9684xtpa, Hyperliquid’s USDC is currently bridged via Arbitrum (source: @ai_9684xtpa). According to @ai_9684xtpa, Circle has announced that native USDC support on Hyperliquid is coming soon (source: @ai_9684xtpa). According to Circle, native USDC removes bridge risk relative to wrapped assets, which can improve settlement reliability for traders and streamline deposit/withdrawal flows once enabled (source: Circle).

According to Lex Sokolin, banks need compliant stablecoins, those stablecoins require secure networks, and those networks need ETH, establishing a direct linkage between bank adoption and ETH demand for network security and alignment (source: Lex Sokolin, X post on Aug 17, 2025: https://twitter.com/LexSokolin/status/1957175454755946949). He further states that proprietary EVM chains from Circle and Stripe are not a good idea, signaling a preference for leveraging ETH-secured networks over corporate-owned chains for compliant stablecoin scale (source: Lex Sokolin, X post on Aug 17, 2025: https://twitter.com/LexSokolin/status/1957175454755946949). For traders, this positions ETH as the primary asset underpinning secure settlement for bank-grade stablecoins, while corporate EVM chains face a negative assessment in this framework (source: Lex Sokolin, X post on Aug 17, 2025: https://twitter.com/LexSokolin/status/1957175454755946949).

According to @lookonchain, Tether minted another 1B USDT, with Tether and Circle minting a combined $9.5B in stablecoins over the past month, as reflected by Arkham Intelligence’s entity explorer and Lookonchain’s on-chain alert; source: @lookonchain on X; Arkham Intelligence. Stablecoin supply expansions have historically coincided with higher crypto market liquidity and stronger BTC performance, as documented by Coin Metrics analyses of stablecoin free float versus BTC returns; source: Coin Metrics State of the Network. Traders should monitor USDT and USDC exchange balances, stablecoin share of trading volume, and basis/funding to assess whether fresh issuance is converting into spot demand; source: Kaiko market structure research; Glassnode exchange balance metrics; Deribit Insights on funding and basis. Verify whether the newly minted USDT is authorized but not issued inventory versus circulating supply, a distinction Tether outlines in its transparency disclosures; source: Tether Transparency.

According to @ThinkingUSD, 24-hour fees passed Circle for the first time, shared as an interesting note on August 14, 2025. According to @ThinkingUSD, no protocol or dataset was specified, indicating the claim is an observation without further detail.

According to @lookonchain, Circle minted 5.5B USDC on Solana over the past month. According to @lookonchain, rising USDC mints indicate fresh liquidity that can support upside in major assets like ETH. According to @lookonchain, traders should watch USDC issuance trends on Solana to gauge ETH price direction.

According to @rovercrc, 400,000,000 USDC was just minted and framed as a potential market pump, but the claim requires on-chain verification before trading decisions. Source: @rovercrc on X. The post does not provide a transaction hash or contract event reference, so the mint is unverified from the post alone at time of viewing. Source: @rovercrc on X. USDC is issued by Circle, and new issuance can be validated via Circle’s transparency disclosures and blockchain explorers tracking official USDC contracts. Source: Circle; Source: Etherscan. For trading confirmation, verify a USDC Mint event on the relevant chain and then monitor subsequent USDC net inflows to centralized exchanges, as these flows most directly impact spot and perpetual liquidity. Source: Etherscan; Source: Kaiko. Without confirmed exchange inflows, large mints can reflect treasury operations, redemptions, or cross-chain swaps rather than deployable buying power, so assuming a broad market pump is not warranted. Source: Circle. Actionable checklist: confirm the mint on-chain, track USDC exchange netflows, and watch stablecoin share of total crypto volume to gauge risk-on momentum before positioning. Source: Etherscan; Source: Nansen; Source: Kaiko.

According to @alice_und_bob, USDC is a validated product that could move from a private ledger to a public ledger, enabling greater fee capture, stacked products, and higher revenue, which may alter stablecoin market dynamics; source: @alice_und_bob on X (Aug 12, 2025). However, Circle states USDC already operates natively on multiple public blockchains, including Ethereum and Solana, indicating any change would likely concern issuance or settlement rails rather than token availability; source: Circle USDC multichain documentation. For trading, monitor USDC circulating supply and mint/redeem flows, plus stablecoin market share and transfer volumes, to gauge liquidity impacts on BTC and ETH order books; sources: Circle Transparency Reports and DeFiLlama Stablecoins Dashboard.

According to @alice_und_bob, USDC already operates on a private ledger behind corporate servers, and ARC would create a public ledger for a private product that serves as a corporate headquarters to connect to other chains, source: @alice_und_bob on X (Aug 12, 2025). For trading context, this characterization frames ARC as infrastructure for USDC interoperability rather than a new monetary asset; treat any market impact as contingent on verifiable technical releases and official announcements, source: @alice_und_bob on X (Aug 12, 2025). USDC issuance and redemption are centrally controlled while circulating on multiple public chains, so reassess liquidity routing, transfer rails, and fees only after official integration details are published, source: Circle USDC documentation (multichain support and centralized issuance).

According to @MilkRoadDaily, Circle and Stripe’s latest payments move is not on Ethereum, signaling a shift toward non-Ethereum on-chain payment rails that traders should factor into positioning, source: @MilkRoadDaily. For traders, an off-Ethereum implementation can dampen near-term ETH payment-narrative momentum while redirecting attention to alternative low-fee networks, source: @MilkRoadDaily. Actionable monitoring includes ETH spot and perp funding, stablecoin on-chain transfer share by network, and liquidity/spreads on non-Ethereum rails for confirmation, source: @MilkRoadDaily.

According to @stonecoldpat0, the key question is whether Stripe and Circle are holding back potential L2 launches because they want stablecoin-denominated gas, but neither company has publicly announced an L2 or cited stablecoin gas as a blocker, per Stripe’s 2024 stablecoin payments announcement and Circle’s product documentation that focus on USDC, CCTP, and Programmable Wallets rather than an L2. On current major Ethereum L2s, gas is paid in ETH, per Optimism and Arbitrum documentation, reinforcing ETH’s role as the native L2 fee asset. Stablecoin-fee user experience is already possible via account abstraction and paymasters that let users pay fees in USDC while the protocol settles gas in ETH, per the ERC‑4337 specification, Circle Programmable Wallets gas abstraction docs, and zkSync Era documentation on paymasters. Some networks natively allow multi-currency gas, such as Celo which supports fees in cUSD, showing stablecoin gas is technically feasible without launching a new L2, per Celo documentation. Trading takeaway: until an official L2 plan is disclosed by either firm, ETH remains the dominant L2 gas asset while USDC utility expands through mainstream integrations like Stripe’s stablecoin payments, per Stripe’s announcement and L2 documentation.

According to @pedrouid, Stripe and Circle are advancing onchain payments but should launch an Ethereum Layer-2 instead of building new Layer-1 chains to scale payments on-chain (Source: Pedro Gomes @pedrouid on X, Aug 12, 2025). The post explicitly questions the need for Stripe’s Tempo and Circle’s Arc to be L1 chains in 2025, signaling a preference for ETH-centric scaling via L2s (Source: Pedro Gomes @pedrouid on X, Aug 12, 2025). For traders, this stance highlights potential narrative strength for ETH and the Ethereum L2 stack over new L1 payment chains, which can influence where liquidity and developer attention concentrate in the near term (Source: Pedro Gomes @pedrouid on X, Aug 12, 2025).

According to @MilkRoadDaily, Circle (Nasdaq: CRCL) posted its first earnings as a public company with total revenue up 53% year over year, USDC supply up 90% year over year, and a net loss of $482M (source: @MilkRoadDaily; source: Circle earnings report). For traders, a faster-rising USDC supply expands the stablecoin float that Glassnode’s Stablecoin Supply Ratio uses as a proxy for crypto market buying power, making USDC flows and liquidity conditions key signals to monitor despite the reported net loss (source: Glassnode; source: @MilkRoadDaily).

According to @MilkRoadDaily, Circle ($CRCL) is planning a new Layer-1 blockchain named Arc focused on stablecoin and foreign exchange (FX) payments (source: @MilkRoadDaily on X, Aug 12, 2025). The project targets a public testnet launch between September and November 2025 (source: @MilkRoadDaily on X, Aug 12, 2025).

According to @MilkRoadDaily, major financial institutions such as Robinhood, BlackRock, and Circle are actively building on Ethereum (ETH) due to three primary factors identified by Jake Brukhman, CEO of CoinFund. These drivers include Ethereum's robust smart contract infrastructure, increasing institutional demand for scalable blockchain solutions, and clear regulatory advancements supporting ETH integration. This institutional momentum signals potential for increased ETH liquidity, new trading opportunities, and heightened volatility in the Ethereum market. Traders should monitor ETH inflows and developments from these organizations as they may significantly impact Ethereum price movements and overall crypto market sentiment (Source: @MilkRoadDaily).

According to @OnchainDataNerd, Sharplink Gaming (SBET) recently received 145 million USDC from Circle, significantly increasing its on-chain stablecoin reserves. This substantial inflow suggests possible upcoming transactions, including the potential accumulation of more ETH, which could drive notable trading activity for both SBET and ETH. Traders are monitoring the wallet closely for signals of large-scale ETH purchases, as such moves may influence ETH price volatility and liquidity in the short term (Source: @OnchainDataNerd).

According to @adriannewman21, the spot buying of ENA by the foundation is creating a notable impact on the token's price action. The author highlights that, after conducting due diligence on treasury numbers, ENA stands out in the public markets due to the lack of other stablecoin narrative options besides Circle. This unique positioning, combined with foundation-driven buying activity, is supporting upward momentum for ENA and attracting trading attention. Source: @adriannewman21.

According to on-chain analyst @zachxbt, Circle, the issuer of the USDC stablecoin, should act independently to freeze 9 million USDC connected to a recent exploit of over $40 million. @zachxbt argues that as a centralized stablecoin issuer, Circle has the capability and responsibility to freeze the illicitly obtained funds without needing government involvement. This situation highlights a critical debate for traders concerning the governance of centralized stablecoins, where the issuer's ability to freeze assets can be a tool against theft but also represents a centralization risk.

According to @zachxbt, Circle has established a revenue-sharing agreement with the crypto exchange Bybit to drive adoption of its USDC stablecoin, similar to existing deals with Coinbase and Binance. Sources indicate these partnerships are a core strategy for Circle to compete with Tether (USDT) and new entrants like Global Dollar (USDG). This development comes as crypto custodian Anchorage Digital announced it is phasing out support for USDC and Agora's AUSD, citing internal risk assessments related to issuer concentration. However, this move has drawn sharp criticism from industry leaders, including Agora's Nick Van Eck and Coinbase's Viktor Bunin, who accuse Anchorage of a conflict of interest as it directs clients to USDG, a stablecoin in which Anchorage is a founding partner. In response to the delisting, other major firms like custodian BitGo and prime broker FalconX have publicly reaffirmed their continued support for USDC and AUSD, potentially limiting the market impact for traders. The USDCUSDT pair is currently trading at $0.9997, slightly below its peg, amidst this heightened competition.