Since the October 10, 2025, crypto market crash, Circle and Tether have minted a combined $16 billion in USDC and USDT, with Circle adding $500 million in a single day on November 25, per CoinoMedia. This issuance spree, tracked by Lookonchain, reflects surging demand for dollar-pegged stablecoins as safe havens amid volatility. USDC’s supply grew 8% to $52 billion in 2025, narrowing the gap with USDT’s $181 billion market cap, per. X posts from @Lookonchain confirm $15 billion minted post-crash, with $1 billion USDT on Tron and $7.75 billion USDC on Solana.
The $16 billion influx is driven by:
USDC overtook USDT in on-chain activity in October 2025, as institutions favor transparent issuers like Circle, per. Tether’s USAT launch in December 2025 aims for U.S. compliance. Solana saw $5 billion USDC minted since 2025, underscoring its DeFi role.
This minting signals bullish sentiment, with stablecoins essential for DeFi ($167B TVL) and trading ($26T USDC volume lifetime), per. It could precede an altcoin rally, as seen post-2020 crash, per. Bitcoin (BTC) ($113,234) and Ethereum (ETH) ($4,070) may stabilize, with BTC eyeing $120,000 if inflows continue, per. USDC’s growth challenges USDT’s 88% stablecoin dominance, per. However, SEC scrutiny on stablecoin reserves persists, per Coinlaw.io.
Track mints on CryptoQuant and stablecoin flows via DefiLlama. Dollar-cost average into BTC or ETH with stop-losses below $112,000 and $4,000, or hold USDC/USDT for liquidity, per TradingView. Follow @TheBlock__ on X for updates. The surge foreshadows a $300B stablecoin market by 2026, per, but volatility risks remain.
