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Circle Q1 EPS Beats, Revenue Misses: Can AI Agent Stack Drive USDC Growth?

$Circle (CRCL.US)$ reported Q1 EPS of $0.21,beating the $0.19 estimate, while revenue of $694.1M rose from$578.6M a year ago but missed the Show More
$Circle (CRCL.US)$ reported Q1 EPS of $0.21,beating the $0.19 estimate, while revenue of $694.1M rose from$578.6M a year ago but missed the $714.7M consensus. USDC incirculation rose 28% to $77B, boosting reserve income. The company launched Circle Agent Stack, a suite enabling AI agentsto transact using USDC.
Will investors focus more on USDC circulation growth and AIagent adoption, or on the revenue miss and stagnant cryptotrading volumes?
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