Circle’s approval from the U.S. Office of the Comptroller of the Currency to operate as a trust bank has put fresh attention on the plumbing that keeps crypto trading, stablecoins, and digital payments running. With USDC reserves now managed directly by Circle and the stock up 12% in early trading on the news, investors are looking again at listed companies tied to this kind of crypto infrastructure. This article walks through three stocks that appear positively exposed to the same forces behind Circle’s trust bank charter and explains what that could mean for their risk and opportunity profiles.

Overview: Inter & Co is a Brazil based digital financial group that brings together banking, cards, lending,…