Monday, August 10, 2026

Bitwise's Rasmussen: Circle is mispriced as stablecoins head toward trillions

Bitwise's Ryan Rasmussen says investors are underestimating Circle as stablecoins expand and the company builds out its payments infrastructure.

  • Bitwise's Ryan Rasmussen believes investors are underestimating Circle's potential, projecting the stablecoin market to reach $3-5 trillion.
  • Rasmussen highlights Circle's dual opportunity in stablecoin reserves and payments infrastructure, comparing its potential to Visa and Mastercard.
  • Circle's Arc blockchain and its ability to execute within a developing regulatory landscape are key factors to watch for its future growth.

Topics: Asset types, Infrastructure providers, Scalability, Stablecoins digital cash, Tokenization platforms, Institutional capital inflows

Tags: #circle #stablecoins #ryanrasmussen #bitwise #paymentsinfrastructure #arcblockchain #trillions #regulation

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