For Circle ($Circle Internet Corp.(CRCL)$ ), this looks like a major boost to their core revenue model. They earn a big part of their revenue from interest on the cash and U.S. Treasury reserves backing USDC. With tokenized stock trading now allowed through AMMs and liquidity pools, the SEC has essentially opened a path for trillions in traditional equity markets to move onchain. If trading volume scales up, demand for minting and holding USDC could rise sharply, expanding the reserves that generate interest for Circle.
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