ARK Offloads $Circle Internet -To The Moon - Tiger Brokers Online Investing Community - To The Moon

ARK Offloads $Circle Internet Corp.(CRCL)$ but Stock Keeps Soaring—Top of the Trend or Just Getting Started? 🚀📈

Circle's price action this week is a case study in market irony: Cathie Wood, the queen of innovation investing, trims her stake in Circle for the second day in a row—yet the stock surges toward $200, threatening to overtake Coinbase in market value. 🧨

For traders, this is a perfect cocktail of momentum and narrative: ARK Invest reshuffles its portfolio, increasing exposure to AMD and TSMC while unloading Circle. The result? Circle climbs even higher.

This raises a curious question: Is Cathie's sale a signal to sell, or has it become a contrarian buy signal instead? 🤔 The “sell-the-news” crowd is scratching their heads, while bulls are chasing what looks like a full-blown FOMO rally.

Meanwhile, don't overlook the ripple effect—Coinbase ($COIN), Circle's key partner in the stablecoin ecosystem, exploded 16% in a single day, feeding speculation that the market is starting to re-rate companies leading the charge in digital payments.

Here's what's at stake:

Stablecoins are no longer fringe. With regulatory tailwinds (thanks to the GENIUS Act), they’re quickly becoming central to the future of payment infrastructure.

Visa and Mastercard’s dominance may not be unshakable. If USDC (Circle’s stablecoin) gains widespread adoption, do we still need traditional card rails?

Investors are asking if Circle:s rally is the start of a ‘stablecoin supercycle’. After all, we've seen what happened to Nvidia when AI narratives took hold.

So what's your strategy from here?

Are you buying Circle above $200 or taking profit?

Is Coinbase the better play for upside exposure?

Or are you looking further downstream—at payment gateways, crypto wallets, or even DeFi names?

Whichever way you swing, this might be more than just a momentum trade. This could be the beginning of stablecoins becoming “the Visa of Web3”—and that’s a trillion-dollar thesis in the making.

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.

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Circle climbs even higher.</p>\n<p><br></p>\n<p>This raises a curious question: Is Cathie's sale a signal to sell, or has it become a contrarian buy signal instead? 🤔 The “sell-the-news” crowd is scratching their heads, while bulls are chasing what looks like a full-blown FOMO rally.</p>\n<p><br></p>\n<p>Meanwhile, don't overlook the ripple effect—Coinbase ($COIN), Circle's key partner in the stablecoin ecosystem, exploded 16% in a single day, feeding speculation that the market is starting to re-rate companies leading the charge in digital payments.</p>\n<p><br></p>\n<p>Here's what's at stake:</p>\n<p>Stablecoins are no longer fringe. With regulatory tailwinds (thanks to the GENIUS Act), they’re quickly becoming central to the future of payment infrastructure.</p>\n<p>Visa and Mastercard’s dominance may not be unshakable. 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Meanwhile, don't overlook the ripple effect—Coinbase ($COIN), Circle's key partner in the stablecoin ecosystem, exploded 16% in a single day, feeding speculation that the market is starting to re-rate companies leading the charge in digital payments. Here's what's at stake: Stablecoins are no longer fringe. With regulatory tailwinds (thanks to the GENIUS Act), they’re quickly becoming central to the future of payment infrastructure. Visa and Mastercard’s dominance may not be unshakable. If USDC (Circle’s stablecoin) gains widespread adoption, do we still need traditional card rails? Investors are asking if Circle:s rally is the start of a ‘stablecoin supercycle’. After all, we've seen what happened to Nvidia when AI narratives took hold. So what's your strategy from here? Are you buying Circle above $200 or taking profit? Is Coinbase the better play for upside exposure? Or are you looking further downstream—at payment gateways, crypto wallets, or even DeFi names? 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