Binance Invests $100 Million in Circle and Extends Partnership
USDC (USDC)
Editor:
Eugene Serbin
cryptocurrency.com.tr reports that Binance has acquired a $100 million stake in Circle, the issuer of the USDC stablecoin. The transaction includes a private placement of approximately 1.24 million Class A shares at $80.84 each, closing on September 17, 2026. Circle confirmed the deal in a press release on September 22, 2026, noting the price was 5 percent below the pre-completion market value.
Alongside the equity purchase, the firms signed a five-year supply and marketing agreement to replace earlier arrangements from November 2024 and August 2025. Binance is restricted from reselling, pledging, or hedging these shares for up to two years, with standard group transfer exceptions allowed. For investors, the move does not alter the price of holdings or the method of purchase.
Instead, it shifts the dynamics of who earns revenue from idle stablecoin balances. The specific financial terms and the extended cooperation timeline mark a deeper integration between the two entities.
How the market reacted
Whalio's own Binance spot order flow for USDC, measured when this story was written up on 23 September 2026. Not the outlet's figures.
USDC is currently trading at $1.00 with a 24-hour spot volume of $3.14 billion across 676,700 trades. Over the last hour, buy pressure has weakened to a 44.5% ratio with a negative volume delta of -$8.29 million, indicating short-term selling. However, the 4-hour view shows a stronger 53.5% buy ratio and a positive volume delta of +$45.39 million, suggesting buying interest is building over a slightly longer timeframe. The 24-hour buy ratio sits at 50.4% with a cumulative positive volume delta of +$25.58 million. This indicates that while immediate momentum is softening, net buying has dominated the day with 14 out of 24 hours showing net accumulation.
The latest daily buy ratio of 50.2% sits at the 73rd percentile of the last 322 days, against a median of 48.4% - stronger buying than most days.
Was that an ordinary day?
The same Binance spot measurements for USDC, averaged over the days leading up to the story.
The current 24-hour buy ratio of 50.4% is slightly above the 7-day average of 49.0%, representing a 1.4 point increase. Trading volume for the day was 1.09 times the weekly average, reflecting heightened activity. Over the preceding eight days, the coin experienced net buying on only two days, with a total negative volume delta of -$344.26 million. This recent day stands out as an unusual burst of volume compared to the generally lower activity of the prior week. The price has remained stable with an 8-day change of just -0.1%.