10:44 AM EDT, 06/30/2025 (MT Newswires) -- Circle Internet Group ( CRCL ) presents a "clean way" to get exposure to blockchain disruption in real estate, consumer payments, capital markets and money market funds, Oppenheimer said in a Monday note.

The company's USDC stablecoin is the second-largest globally with a 24% market share and stablecoin is a "killer app" in blockchain, the investment firm said. Oppenheimer noted stablecoin's large and increasing total addressable market and said its total market cap could reach $1.6 trillion in 2035 from $203 billion in 2024.

"USDC will be a compliant, global currency for transactions in the on-chain world," Oppenheimer said, noting recent deals for its expanded use in capital markets and consumer payments.

Oppenheimer initiated coverage of Circle Internet Group ( CRCL ), with a perform rating.

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