Internet circle CRCL and Iren Limited Iren are some stocks exposed to the cryptocurrency that have gained ground lately. Circle offers a Stablecoin USDC, which is exchangeable on one basis in one for American dollars and is supported by reserves composed of highly liquid and stable cash and cash equivalents. Iren Limited is one of the most important and lowest bitcoin minors in the world.
Cryptocurrencies benefit from the liberal policies of American president Donald Trump. Bitcoin, the most popular cryptocurrency, has increased due to increasing acceptance as a non-sovereign active, as well as higher institutional and enterprise adoption. Stablecoins benefit from the adoption of the Act on Engineering on July 18, paving the way for greater adoption of a business. So, Iren or Circle, who has an advantage right now?
The circle should benefit from the growing demand for stablecoin of the USDC. As of September 11, 72.36 billion USDC dollars were in circulation, going from $ 65.2 billion to August 10, 2025 and $ 61.3 billion at the end of the second quarter of 2025. In the second quarter of 2025, the USDC ONCHAIN transaction volume increased by 5.4 times to the other to the other by almost $ 6 billion, reflecting increasing use. Significant portfolios, defined as portfolios holding more than $ 10 USDC, jumped 68% from one year to the next, also indicating increasing adoption of the USDC on a global scale.
The launch of Circle Payments Network in May, a platform for financial institutions to use stabbed for payments, with more than 100 institutions during pipeline, is remarkable. Currently, Hong Kong, Brazil, Nigeria and Mexico are the active payment corridors. Circle Gateway, presented in July, allows transversal use of the USDC with a cross chain and is currently supported by eight new Blockchain partners. Circle Internet also introduced Arc, an open blockchain of layer 1 built for the financing of stablescoin and compatible with Ethereum infrastructure.
An expanding partner base which includes tastes of Binance, Corpay, Fis, Fiserv, OKX, Finastra and Fireblocks is remarkable. Circle recently signed a partnership with Fireblocks, under which the oldcoin network of the old will complete the Fireblocks infrastructure and payment infrastructure tools to provide cross -border treasury and a regulation of tokenization assets. The partnership with Finastra now allows banks to integrate USDC regulations into cross -border payment flows. FIS and Circle allow US financial institutions to offer their customers the possibility of making domestic and cross -border stables payments using the USDC.
These factors should stimulate the higher growth of Circle. In the second quarter of 2025, Circle declared total income and reserve income of $ 658.1 million, up 53% of one year over the other. The estimate of the ZACKS consensus for revenues in the third quarter of 2025 is set at $ 686.4 million and $ 2.63 billion for 2025.
Iren is on the right track to reach $ 1.25 billion in annualized income, with approximately $ 1 billion from Bitcoin operations, and $ 200 million in the cloud (by December 2025). Iren expects to go from 1.9K to 10.9K GPU in the coming months. This includes H100 and H200 cooled by air of 1.9,000; B200 and B300 cooled by air 7.8K; and 1K GB 300 cooled by liquid.
Iren was on the right track to install more than 60k GPU Nvidia Blackwell on the British Columbia sites and recognizes the potential of 19K GB300 by Horizon 1. Iren continues its transition in British Columbia (160 MW) from Bitcoin Mining in AI, including a new Center de Data Railed by Liquid for GB300 NVL72 George. The activities of the AI of Iren develop quickly, with more than 10,000 GPUs online or which should be ordered in the coming months. The next GPUs include GB 300 NVL72 systems cooled by new generation liquid Nvidia NVDA on Prince George’s campus. Meanwhile, Iren has reached Nvidia’s favorite partner status.
Iren currently operates 810 MW of data centers. The contractual power connected to the network increased to 2,910 MW, which indicates growth of more than 35%. The company began construction of Horizon 1, its first direct liquid cooling data center in Puce and Sweetwater, its 2 Gigawatt data center in western Texas.
These factors should stimulate high -level growth. The estimate of the ZACKS consensus for the first quarter income for the year 2026 is set at $ 236.7 million and $ 1.13 billion for the financial year 2026, which implies respectively 335.21% and 120.93% in annual shift.
The estimate of the Zacks consensus for the benefit of IREN for the financial year 2026 is set at $ 1.08 per share, down 6.1% in the last 30 days. The company declared a profit of 4 cents per share during the financial year 2025.
The consensus mark for the loss of 2025 of the Circle is set at $ 2.53 per share, much wider than 33 cents in the last 30 days.
Circle Internet Group, Inc. Price-counsus-Chart | Circle Internet Group, Inc. Quote
During the last month, Iren Limited’s shares jumped 83.8%, outperforming Circle, which has increased by 1.9%.
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Iren and Circle are overvalued, as suggested by the value of F.
Although an improvement in the regulatory environment and an increasing demand for stablecoins such as the USDC faces Circle prospects well, Iren’s accelerated AI Cloud revenues and low -cost Bitcoin operations offer stock an advantage now. Circle and Iren Limited wear a Zacks Rank # 3 (Hold) each at present. You can see the full list of Row Zacks # 1 actions (strong purchase) today.
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