---
title: "Circle Stock Falls 7% as Mizuho Flags AI Threat to USDC Stablecoin"
date: 2026-10-27
source: http://www.bing.com/news/apiclick.aspx?ref=FexRss&aid=&tid=6ae07e3911704bd095e485cbde8d084c&url=https%3a%2f%2fblockonomi.com%2fcircle-stock-falls-7-as-mizuho-flags-ai-threat-to-usdc-stablecoin%2f&c=3033789072430918302&mkt=en-us
description: "Mizuho cut Circle’s price target to $43, warning AI agents could shrink USDC’s market cap by $9 billion and cut reserve revenue up to 20%."
---

# Circle Stock Falls 7% as Mizuho Flags AI Threat to USDC Stablecoin

Mizuho cut Circle’s price target to $43, warning AI agents could shrink USDC’s market cap by $9 billion and cut reserve revenue up to 20%.

*Published: 2026-10-27*