TraderMagz Research

Stablecoins & Digital Dollars

Every TraderMagz research note on Stablecoins & Digital Dollars — thesis, what is priced in, and the live terminal state.

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Stablecoins & Digital Dollars 12 Oct 2026 11 min read

Circle and the Rise of Stablecoins: Bear, Base and Bull

Stablecoins are turning from a crypto trading chip into payment plumbing, and Circle issues the biggest regulated one. We turn three versions of that future into Circle's 2029 numbers and find today's price already assumes USDC roughly triples, a bit more than our own base case.

CRCL