$USDC USDC’s dominance surge continues (now 31% market share) as Circle leverages GENIUS Act momentum:

- **Institutional demand**: $1.8B weekly inflows into USDC reserves

- **Yield advantage**: Binance Earn offers 7.8% APY (vs. USDT’s 5.3%)

- **DeFi utility**: 80% of new Arbitrum protocols use USDC as base stable

**Critical Watch**:

- Fed Minutes (2 PM EST): Hawkish tone could strengthen USD → temporary USDC premium

- Circle’s IPO filing rumored for July – regulatory win could boost burn mechanisms

**Strategy**:

Holding 40% cash position in USDC for dip buys + yield compounding. Avoid Tether until Q3 compliance clarity. $USDC