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StocksMedium•30 June 2026•

1 min read

Analysis: Circle Stock Undervalued as Payments, Blockchain Segments Surge

Key Facts

1CRCL's RLDC margin hit a record 41.4% in Q1 2026, driven by USDC migration from Coinbase and improved distribution economics.

2Circle Payments Network transaction volume surged to $10 billion annualized, with 136 financial institutions enrolled.

As the stablecoin sector accelerates, a new analysis suggests Circle Internet Group (CRCL) may be undervalued. CRCL's RLDC margin – a key profitability metric for its USDC issuance – hit a record 41.4% in Q1 2026, according to a Seeking Alpha report. The improvement is attributed to USDC migration from Coinbase and better distribution economics, strengthening the company's core revenue layer.

Meanwhile, Circle Payments Network transaction volume surged to $10 billion annualized, with 136 financial institutions now enrolled. The analysis argues that the market prices only reserve income, overlooking the upside in payments and blockchain protocol segments. CRCL closed at $75.96 on June 29, 2026, per market data, after oscillating between $72.39 and $76.15 during the session.

Key forward catalysts include the sustainability of RLDC margin growth and broader institutional adoption. Any regulatory clarity or new exchange partnerships could act as further catalysts. Investors should watch the $72.39 support level and $76.15 resistance, ahead of the next quarterly report.