$Circle Internet Corp.(CRCL)$ Circle’s quarter reset the narrative for me. $770M revenue (+77% YoY), EPS $0.43 vs. $0.16 expected, and a 54% EBITDA margin prove this isn’t just a rate-spread story anymore. With USDC circulation at $75.3B and explosive on-chain volume, the 35% surge in Circle Internet Corp. looks fundamentally driven, not speculative.
More importantly, Circle is evolving beyond reliance on Coinbase and positioning itself as infrastructure. Arc and its payments network show it wants to own the pipes between banks and blockchain — that’s where the long-term moat lies.
As for strategy, I’m not blindly chasing after such a sharp spike, but I’m also not rushing to take profits if the thesis is strengthening. Stablecoins, in my view, remain the liquidity engine for assets like Bitcoin. Near term, I expect consolidation; structurally, I stay constructive.
@TigerStars @TigerClub @Tiger_comments
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