Cryptocurrency1 Jul 2026SEO 801 min read

Analysis: Jefferies warns against buying the dip in Circle as Open USD raises new competi…

The investment bank said new competition from the Stripe- and Coinbase-backed stablecoin consortium could pressure USDC's growth. Circle shares were highe…

The investment bank said new competition from the Stripe- and Coinbase-backed stablecoin consortium could pressure USDC's growth. Circle shares were higher on Wednesday after Tuesday's plunge, but Jefferies warned that rising competition from bank- and fintech-issued stablecoins, including the new Open USD consortium, could pressure USDC’s growth and market share. The Open USD network, backed by more than 140 firms such as Stripe, Coinbase, Visa, Mastercard and BlackRock, aims to shar…

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AnalysisJefferieswarnsagainstbuyingthedipCircle