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Cathie Wood's Ark Invest purchased $17.3 million worth of shares in Circle Internet Group and $19.7 million worth of shares in SpaceX on Wednesday.On that day, Circle-related stocks rose by 0.05%, closing at $63.28; SpaceX-related stocks fell by 13.61%, closing at $108.27.

According to Onchain Lens monitoring, Circle minted 500 million USDC on the Solana chain. By 2026, a total of 76.05 billion USDC will have been minted on the Solana chain.

During the Circle Q2 earnings call, Citigroup analyst Pete Christensen asked about the competitive landscape following the launch of the Open USD Alliance, inquiring how Circle would compete for distribution channels given that reserve revenue sharing is gradually becoming an industry standard and Circle is constrained by its existing economic arrangements with Coinbase.Co-founder and CEO Jeremy Allaire responded that Circle has signed distribution cooperation agreements with over 150 companies and often collaborates with Coinbase on distribution efforts. An example of this is the revenue-sharing arrangement that Circle and Coinbase have jointly established with Hyperliquid. He added that about 70% of the companies expressing interest in participating in such alliance projects are already partners in the Circle network. On the day of the earnings report, Circle also announced that Visa and Mastercard would expand their cooperation as key infrastructure partners for Arc.

Circle founder and CEO Jeremy Allaire stated during tonight's earnings call: "Our agreement with Coinbase has been renewed under the existing terms, ensuring that USDC continues to play a central role in all of Coinbase's product offerings.At the same time, we look forward to expanding our USDC network through distribution agreements with strategically aligned partners."

Circle CEO Jeremy Allaire stated during the earnings call that the market is shifting from speculative cryptocurrencies to supporting an open global digital asset market for tokenized stocks, tokenized commodities, and other tokenized assets.

Circle Internet Group (NYSE: CRCL) announced its Q2 2026 financial report, with total revenue and reserve income of $701 million, a year-on-year increase of 7%; adjusted EBITDA of $143 million, a year-on-year increase of 8%; and net profit of $48 million, a year-on-year increase of $530 million (mainly affected by last year's IPO equity incentives). The circulation of USDC reached $73.3 billion, a year-on-year increase of 19%, with on-chain transaction volume of $14.8 trillion for the quarter, a year-on-year increase of 151%.In terms of business, Circle received approval from the Office of the Comptroller of the Currency (OCC) to establish Circle National Trust, a federal trust bank, becoming one of the first stablecoin issuers to hold a federal banking license. The Arc public blockchain will launch its mainnet on September 16, with more than ten institutions including BlackRock, DTCC, Visa, Mastercard, and Standard Chartered serving as founding third-party verification nodes. BlackRock plans to deploy the BUIDL fund on Arc, while DTCC will promote the tokenization of DTC custodial assets. The Circle Payment Network (CPN) achieved an annualized transaction volume of $14.7 billion in the past 30 days, a quarterly increase of 76%, with 175 institutions onboarded, a quarterly increase of 29%. The Agent Stack now offers over 900 paid services.

Circle announced that its open blockchain network Arc, aimed at the global financial market, will officially launch on the public mainnet on September 16. It is currently operating on a private mainnet and has attracted over 100 institutional and ecosystem participants. BlackRock, DTCC (Depository Trust & Clearing Corporation), Galaxy, Global Payments, ICE, Mastercard, MoneyGram, SBI Group, Standard Chartered Bank, Sumitomo Corporation, and Visa will participate as genesis validators for network security and governance.BlackRock plans to deploy its dollar institutional digital liquidity fund BUIDL on Arc, while DTCC is advancing the tokenization and settlement integration with Arc, supporting the tokenization of assets held at DTC to Arc for on-chain settlement based on stablecoins. Circle also plans to launch a supporting application framework, AI tools, and tokenized asset issuance management capabilities on Arc.

According to official news, Circle Gateway has implemented a programmable authorization model by supporting ERC-1271 signatures, allowing smart contracts and smart contract wallets to directly use the Gateway.Developers do not need to set up additional delegated approvers and can access a unified USDC balance system through existing smart contract authorization logic.

According to Fortune, the tokenized securities company Dinari, based in California, USA, announced a partnership with stablecoin issuer Circle to provide blockchain-based tokenized stock trading services for American investors, and plans to bring the entire S&P 500 index constituents on-chain.Dinari stated that its platform represents underlying stocks through dShares, with each token corresponding to real securities held in custody by regulated institutions. Investors can buy and sell stocks using USDC through self-custody wallets, and it supports features such as instant settlement and cross-platform asset transfers.This model aims to connect the approximately $300 billion stablecoin market with the over $60 trillion U.S. stock market. Currently, the Dinari platform is live in 85 jurisdictions, supporting over 6,000 types of tokenized assets.

According to The Block, Cathie Wood's Ark Invest purchased approximately $8 million in Coinbase stock and about $1.4 million in Circle Internet Group stock on Monday.

According to a report by Fortune, stablecoin issuer Circle announced the acquisition of nearly 1,000 blockchain-related patents from IBM. Circle officially characterized this acquisition as an important measure to "advance the global internet-native financial infrastructure." Following the announcement, the company's stock price rose by about 2%.However, analysts are cautious about this acquisition—IBM's own blockchain business has essentially declared failure, and its patent portfolio reflects more of a patent application technique rather than true technological innovation.There are concerns that Circle may use this batch of patents to initiate lawsuits against competitors, collect patent licensing fees, or pressure startups, and it is also possible that they could transfer them to patent troll companies for extortion-style protection.

According to Whale Alert, USDC Treasury, a subsidiary of USDC issuer Circle, has minted 250 million USDC on the Solana blockchain.

ARK Invest, led by Cathie Wood, announced its trading records for July 31, revealing that it purchased 109,127 shares of Circle (CRCL) stock through its ETFs, valued at approximately $6.83 million based on a price of $62.61 per share.Additionally, it bought 11,784 shares of the 3iQ Solana Staking ETF (SOLQ.U), valued at approximately $98,000 based on a price of $8.33 per share.

Circle announced that the New York State Department of Financial Services has granted its subsidiary Circle Internet Trust Company LLC a limited purpose trust charter. This charter will further strengthen the regulatory foundation of the company and USDC.Circle stated that the New York trust charter reflects the company's commitment to safety, transparency, and compliance standards. In 2015, Circle became the first company to obtain a BitLicense from the New York State Department of Financial Services, thereby establishing a long-term regulatory relationship with the agency.Circle co-founder, chairman, and CEO Jeremy Allaire stated that obtaining the New York trust charter has always been a long-term goal for the company, and the regulatory clarity brought by this charter will place USDC within a strong and recognized regulatory framework as digital dollars increasingly become a core component of the global financial system.