π My Biggest Miss in H1 2025? Circle.
While I managed to catch the April dip with SPY, Tesla, and Nvidia (and they've done well, thankfully π), one name I regret missing out on is Circle $Circle Internet Corp.(CRCL)$ β the driving force behind $USDC.
π‘ With stablecoins playing a growing role in cross-border payments, crypto-fintech convergence, and even tokenised Treasuries, Circle was perfectly positioned for the 2024β2025 narrative shift. Its recent strategic partnerships with traditional finance (TradFi) players and rumoured IPO buzz just added fuel to the fire.
π I had it on my watchlist, especially after their moves with Visa, BlackRock, and integration into institutional rails. But I hesitated... waited for a pullback that never came π¬.
Looking back, the signs were all there β regulatory clarity, ecosystem maturity, and even growing USDC adoption in Asia. Definitely one that slipped through my fingers.
π£ What about you? Any name you kept watching... but just didn't pull the trigger on?
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