RaoscaffResearch
Prediction Series · Lock · Issue P-70
Prediction Series · P-70

Circle USDC Q2 2026 — ≥$70B at quarter-end, locked at 93%.

93% probability Circle's reported USDC in circulation at Jun 30 2026 is ≥$70B. Live USDC ~$75B (mid-Jun 2026); Q1 2026 closed $77.0B. The $70B floor is ~$5-7B below current levels. Resolves ~Aug 11 2026 via Circle Q2 2026 8-K (SEC EDGAR, CRCL).

Type · Prediction Lock · corporate-KPI Locked · 2026-06-21 · USDC live ~$75B mid-Jun 2026 Resolves · ~2026-08-11 · Circle Q2 2026 results / Form 8-K (SEC EDGAR, CRCL) Scored · binary: USDC in circulation at Jun 30 2026 (per Circle 8-K) ≥$70B yes/no
USDC in circulation (live, mid-Jun 2026)
~$75B
Q1 2026 close $77.0B · $70B floor · resolves on Circle Q2 2026 8-K

CoinGecko / Circle Q1 2026 8-K: USDC in circulation approximately $74.8-75.0B (mid-Jun 2026); Q1 2026 quarter-end $77.0B. $70B floor = approximately $5-7B below current live levels. Source: Circle Q2 2026 results / Form 8-K (SEC EDGAR, CRCL); expected ~Aug 11 2026 (estimated from historical Circle reporting cadence — verify at Circle IR).

— 1 · The Locked Call

USDC in circulation at Jun 30 2026 ≥$70B (per Circle Q2 2026 8-K) — P = 0.93.

We lock a binary claim: Circle's reported USDC in circulation at Q2 2026 quarter-end (June 30 2026) is at least $70,000,000,000, per the Circle Q2 2026 results / Form 8-K (SEC EDGAR, CRCL), expected ~Aug 11 2026. Confidence 93%. The scored metric is the Circle 8-K reported figure, not a real-time on-chain count.

— 2 · Why it's nail-able

Live ~$75B; Q1 2026 closed $77.0B; $70B floor is ~$5-7B below current levels — institutional and DeFi demand provides structural support.

USDC in circulation was approximately $74.8-75.0B in mid-June 2026 per CoinGecko, and Q1 2026 quarter-end was $77.0B (Circle 8-K). The $70B floor is set approximately $5-7B below current live levels — a conservative structural floor requiring a meaningful pullback to miss. Institutional Treasury and DeFi protocol demand, alongside expanding Circle-native payment rails, provide structural support. Confidence is 93% — not higher — because a sharp broad-market crypto selloff historically triggers USDC redemptions at scale. Resolves against Circle Q2 2026 8-K reported USDC in circulation figure, expected ~Aug 11 2026 (estimate — verify exact date at Circle IR).

Locked on 2026-06-21 — scored against Circle Q2 2026 8-K reported USDC in circulation at Jun 30 2026.

RAOSCAFF locks P-70 on 2026-06-21. Scored metric: Circle 8-K reported figure at Jun 30 2026, not a real-time on-chain count. Resolution ~Aug 11 2026 is a cadence estimate.

Locked
2026-06-21 (commit timestamp on origin/main)
Resolves
~2026-08-11 (estimated) — Circle Q2 2026 results / Form 8-K (SEC EDGAR, CRCL)
Source
Circle Q2 2026 Form 8-K USDC in circulation figure at Jun 30 2026; live reference from CoinGecko / Circle Q1 2026 8-K
Scored by
Binary: YES if Circle 8-K reported USDC in circulation at Jun 30 2026 ≥$70,000,000,000; NO otherwise

The scored metric is the Circle Form 8-K official reported figure — not an on-chain or real-time aggregator reading.