Circle (CRCL) reported its fourth-quarter earnings after the bell on Tuesday, and it looks like they finally got the break they’ve been waiting for from Wall Street.

The USDC issuer’s stock was up almost 30% on Wednesday, hovering around $80 after hitting a low of $49 in early February.

Some key highlights from the report include $770 million in total revenue and reserve income (up 77% year-over-year), $75.3 billion in USDC in circulation (up 72% year-over-year), and USDC on-chain transaction volume hitting $11.9 trillion (up 247% year-over-year).

CEO Jeremy Allaire wrote on X early Wednesday that the world is at an “inflection point,” adding that “Blockchain, stablecoins, and AI aren't separate trends” but instead “converging into something much bigger: a reimagined global economic system, built natively on the internet.”

Allaire then brings up one narrative that’s been extremely hot lately — AI Agents, a growing trend that many analysts believe will be the future not only of investing.

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“We are entering a world where, in my view, tens or even hundreds of billions of AI agents will interact and perform economic functions over the internet,” Allaire says.

Stripe CEO Patrick Collison echoed that bullish sentiment in his annual investor letter released on Wednesday.

“After a decade of stablecoin volumes tracking the undulations of crypto asset prices, last year saw a clear divergence,” he said.

It’s safe to say that something big is brewing with both Stripe and Circle on board. Circle looks more and more like they are going to play the picks-and-shovels role in the merging crypto and AI economy. That’s clearly shifting sentiment toward their stock.

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