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06-09

πŸͺ™ Circle Up 200%β€”Too Hot or Just Getting Started?

CRCL's explosive 200% move in under a week has every crypto-curious investor on edge. But here's the thing β€” this isn't just a hype rally. It's a structural bet on the future of regulated digital finance.

πŸ” Circle = Infrastructure, Not Just Narrative

USDC is one of the few stablecoins with full reserve backing, monthly attestation, and major U.S. institutional support. Unlike meme coin plays, this is a real business with real cash flows (over $500M Q1 revenue), driven by interest income from Treasuries and expanding adoption.

πŸ“Š Why ARK Bought

Cathie Wood rotating from Coinbase (COIN) into Circle signals a shift in focus β€” from exchanges to stablecoin rails. Circle sits at the intersection of payments, tokenization, and Treasury yield capture. Think of it as Stripe + BlackRock + a bit of crypto DNA.

πŸ’‘ My View:

Short-term: Some pullback likely after this parabolic move. Wait for volume to normalise before adding.

Mid-term (6–12M): Room to run. $140–$150 is my next target.

Risk: Watch regulatory tone (esp. stablecoin bill) and crypto sentiment cycle.

Circle Dumping Risk? Cash Out at $150 or Time to Bottom?
Circle beats revenue but fell as it 5% as it files to sell 10M shares of Class A common stock. Circle reported a net loss of $482 million in the second quarter, compared with a $33 million profit a year ago. Revenue increased by 53% to $658 million, surpassing Wall Street estimates of $646 million.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Enid Bertha
    06-09
    Enid Bertha
    circle is not here to protect short term tb. those are noise :D short term tb is fine

  • Merle Ted
    06-09
    Merle Ted
    CRCL going to +160 buy Friday

  • BurnellStella
    06-09
    BurnellStella
    Your analysis is spot on
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