Ark Invest CEO Cathie Wood labeled Circle Internet Group Inc. a prime beneficiary of payments technology disruption. Wood stated that analysts focused on legacy giants like Visa and Mastercard often overlook the disruptive potential of newer firms.
Wood addressed a performance chart showing Circle shares trailing Visa and Mastercard over the past year. She attributed the recent price decline to short-term inefficiencies in public equity markets.
Circle shares have appreciated 84% since the company’s Initial Public Offering. The stock fell 1.16% in pre-market trading on August 24, 2026.