Circleは第1四半期決算の発表と合わせ、評価額30億ドルでARCトークンの2億2200万ドル規模のプレセールを行うと発表した。同社はUSDCの発行元であり、今四半期の業績は1株当たり利益で市場予想を上回ったものの、売上高は予想を下回った。このニュースを受けて株価は15%以上上昇した。
Circleが発表した第1四半期の1株当たり利益は21セントとなり、アナリスト予想の17セントを上回った。売上高は前年同期比20%増の6億9400万ドルとなったが、市場予想を3%下回った。USDCの流通量は28%増の770億ドルに達し、オンチェーン取引高は260%急増して21兆5000億ドルとなった。
X上での初期の反応では、Circleによる30億ドルの評価額での2億2200万ドルのARCプレセールや、a16zやBlackRockといった主要な出資者の存在、株価の上昇、機関投資家からの注目が好意的に受け止められている。一方で、一部のユーザーからはメインネット立ち上げ前の実行リスクや、評価額に対するアナリスト間の見解の相違も指摘されている。
Circle vừa bơm 222 triệu USD qua presale token ARC, valuation chạm 3 tỷ USD FDV.@arc là L1 chuyên institutional finance, EVM-compatible, dùng USDC làm gas token nhìn chung setup rất hợp gu DeFi lớn.
— Vdnguyen.somi | Somdudu (@nguyenduc130185) 2026年5月12日
Hiện tại chương trình ARC House points
• Xem video mỗi ngày +16… pic.twitter.com/PJk4At6nJw
Circle raises $222 million for Arc, strengthening its ambition to bring USDC into institutional financial infrastructure
— ScalpingX (@ScalpingX) 2026年5月11日
📌 Circle has completed a presale of 740 million ARC tokens at $0.30 each, raising $222 million and valuing the Arc blockchain at around $3 billion on a fully… pic.twitter.com/GMQpFX6dBb
$CRCL
— AliceMia (@Alice_MiaX) 2026年5月12日
Circle just raised 222 million for its new Arc blockchain. Valued at 3 billion.
BlackRock. Apollo. a16z led with 75 million. ARK Invest. Standard Chartered. The NYSE's parent company. All in.
Arc is built for institutional finance. Over 100 institutions already on the…
🚀 CIRCLE BETS $3 BILLION ON NEW BLOCKCHAIN
— Signal Over Noise (@Binh_Gooner) 2026年5月12日
Circle is betting big on a new $3 billion blockchain, calling the move "not crazy" but a strategic bet on the future of digital finance.
💡 Why it matters: This massive investment signals Circle’s confidence in next-gen blockchain…
a16z Leads $75 Million, BlackRock and Apollo Participate: Circle Raises $222 Million for Arc at $3 Billion FDV and Inaugurates First Token Presale by U.S. Public Company
— On3x (@ON3XPAY) 2026年5月11日
👉 https://t.co/zHQQbyJdse
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Coinbase shares recovered 10 percent from session lows on Friday following a weaker-than-expected first-quarter report and a multi-hour trading outage tied to Amazon Web Services failures. Bitcoin held above $80,000 while several altcoins posted gains of 5 to 12 percent.
Venture capitalists in the crypto sector report that despite a $2 trillion industry wipeout, startup funding continues, albeit at reduced levels. This week, crypto firms secured $18.5 million, the lowest since the New Year break. Investors maintain that blockchain fundamentals remain strong.
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Coinbase announced a $667 million net loss for the fourth quarter of 2025, marking its first quarterly deficit since 2023. The loss stemmed primarily from non-cash write-downs on its cryptocurrency holdings and strategic investments, despite record highs in trading volume and market share. Total revenue fell 21.6% year-over-year to $1.78 billion, missing analyst expectations.
Bitcoin climbed above $72,000 on March 4, 2026, marking its highest level in nearly a month amid President Trump's endorsement of the Clarity Act, a key cryptocurrency market structure bill. The rally, which saw gains of around 6% to 8% in 24 hours, was bolstered by a South Korean stock market plunge and short position liquidations totaling $110 million. Other major cryptocurrencies like Ethereum and XRP also rose, pushing total market capitalization over $2.4 trillion.
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Crypto exchange-traded products recorded $858 million in inflows last week. The figure extends a six-week streak that has now reached $4.9 billion in total.
Figure Technology Solutions topped $1 billion in monthly loan originations for the first time in March. The milestone highlights CEO Mike Cagney's push to use blockchain for efficient credit markets. The company reported $2.9 billion in first-quarter volume.
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Cryptocurrency prices fell on February 16, 2026, following a weaker-than-expected US jobs report. Bitcoin traded around $67,500, down 2% for the day, while the total market capitalization dropped to $2.39 trillion. Analysts noted ongoing correlation with broader risk assets amid economic caution.