USDC surpasses USDT in transaction volume
Circle’s $USDC share of stablecoin transaction volume rose to 71% in February, while Tether’s $USDT share fell to 28%, according to data from Visa’s analytics dashboard. In January, the ratio was also in favor of $USDC: 54% versus 45%. In March, the ratio is returning to January levels.
Before the start of the year, Tether’s token was the leader — it had held first place since 2019. In terms of transaction count, $USDT still maintains a significant advantage: its share since the beginning of the year exceeds 71% of the market compared to 28% for Circle’s token.
$USDT also remains the absolute leader by market capitalization at $183.2 billion, while $USDC ranks second with $79.4 billion. The two largest stablecoin issuers account for more than 83% of the market.

Sky’s USDS ranks third by market capitalization ($8.3 billion), but its usage activity is minimal: more than 85% of the supply is concentrated in the accounts of just three largest holders. A similar situation is observed with USD1, issued by World Liberty Financial, a company linked to the family of U.S. President Donald Trump. This token ranks sixth by market capitalization, but over 80% of its volume is controlled by five largest holders.
Japanese investment bank Mizuho linked the growing popularity of $USDC to its active use in payment services, decentralized finance (DeFi), and prediction markets (for example, Polymarket). “The winner among stablecoins” will be the token most widely used for everyday transactions, banking experts said.
On March 17, the stablecoin market capitalization reached an all-time high, exceeding $316.6 billion. Over the past month, it increased by nearly 6%, according to data from the DefiLlama platform.
The stablecoin market capitalization could exceed $1.15 trillion over the next five years, analysts at U.S. investment firm Jefferies previously suggested.
See also: "Bitcoin price action dangerously resembles a pattern that led to a drop to $60,000"
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