PANews reported on June 24, according to Decrypt, that USDC issuer Circle's stock price fell 6% after receiving a neutral rating and a target price of $205 from Compass Point. Analysts pointed out that although USDC's technology and liquidity have long-term advantages, its market share has dropped from 34% in 2022 to 27% in 2025, and it faces increasing competition in the future. Circle's revenue is highly dependent on a high interest rate environment; if the Federal Reserve's policy shifts, income may be affected.
U.S. stock market shows that Coinbase (COIN) has risen over 9%, currently trading at about $335 per share.
