Circle Internet Group revealed its 2026 strategic roadmap. The plan centers around the Arc blockchain.

The company also launched StableFX. This new platform provides 24/7 on-chain foreign-exchange settlement. StableFX targets the massive daily FX market.

Following the announcements, the company's stock price fell 5.3%.

Circle faces an evolving landscape. Competitors Tether and Fidelity are introducing new institutional-grade stablecoins. This reshapes investor perspectives on Circle's regulated stablecoin infrastructure position.