Circle shares tap $90 as Bernstein sees ‘clear divergence from crypto,’ Mizuho flags Polymarket boost

Circle shares reached $90 as analysts from Bernstein highlighted the company's divergence from pure crypto exposure, while Mizuho noted a boost from Polymarket integration. The company is generating incremental higher-margin revenue through infrastructure expansion beyond traditional reserve income.

• →Circle shares hit $90 amid positive analyst coverage from major financial institutions.
• →Bernstein analysts see Circle diverging from pure cryptocurrency exposure through infrastructure expansion.
• →Mizuho flagged Polymarket integration as a positive catalyst for Circle's business.
• →The company is generating higher-margin revenue streams beyond traditional reserve income.
• →Circle's infrastructure role is contributing incremental revenue growth to its business model.