This is what makes markets funny.
The CLARITY Act advances, the broader stablecoin / crypto infrastructure story stays alive, and yet Circle still drops.
That tells me the question is no longer just about whether the story is good.
It’s about how much of that story was already priced in before the news even hit.
I’m still constructive on the bigger theme.
But when a stock struggles on “good” news, I start paying a lot more attention to positioning and expectations.
Is this just a sell-the-news reaction, or is the market saying upside is getting harder from here?
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