🎁What the Tigers Say | GENIUS Act Passed! Sell the News for Circle?

On June 17, 2025, the U.S. Senate overwhelmingly passed the GENIUS Act with a 68-30 vote. The passage of this bill marks a major step forward in stablecoin regulation, and it is expected to be sent to the House of Representatives for further review in the coming weeks.

Circle’s recent surge appears to have priced in the bill’s approval and is now showing signs of peaking. Is this a “sell the news” moment, or should investors wait for more positive developments?

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Click titles to read the full analysis:

1. @ToNi:

Key Points:

Circle’s Recent Performance and IPO Potential

Circle’s recent 20% stock surge reflects market optimism surrounding the GENIUS Act. As a newly public company, Circle benefits from its partnership with Coinbase, a leading cryptocurrency exchange, which enhances its ecosystem and distribution network. The company’s focus on USDC, a stablecoin pegged 1:1 to the U.S. dollar and backed by reserves, aligns with growing demand for reliable digital assets in an increasingly volatile crypto market.

However, Circle’s IPO performance will depend on several factors:

• Regulatory Outcome: A successful vote could propel Circle’s stock further, potentially making it the best-performing IPO of 2025. Conversely, delays or rejections could trigger a sell-off.

• Market Adoption: The uptake of USDC by institutions and retail users will be critical. Recent data suggests stablecoin transaction volumes are rising, with USDC handling billions daily.

• Financial Stability: As a new public entity, Circle’s ability to demonstrate profitability and manage operational risks will influence investor confidence.

nvestment Considerations: To Hold or Not to Hold Circle?

For current Circle shareholders, the decision to hold depends on their outlook:

• Bull Case: If you believe the GENIUS Act will pass and stablecoins will gain mainstream traction, holding Circle could yield significant returns. Setting a stop-loss at 15-20% below the current price or a take-profit target at 30-40% upside could mitigate risk.

• Bear Case: The recent 20% rally may signal overbought conditions, and a lack of concrete financials could lead to a correction if the vote disappoints. Partial profit-taking might be prudent.

• New Investors: A staggered entry strategy—buying in increments as the vote approaches—could balance risk and reward.

2. @WeChats:

Key Points:

Has Circle Already Priced in the News?

Here’s where it gets interesting. Circle's surge isn't just about the bill. It's been riding a broader wave of pro-crypto sentiment—from BlackRock's tokenisation of Treasuries to PayPal's expansion of its PYUSD use case. But the GENIUS Act is arguably the clearest institutional greenlight yet. If you bought the rumour—should you now sell the news?

Key observations:

• Circle's valuation has rallied sharply into the vote, suggesting a good deal of this is priced in

• Technical RSI shows signs of overheating—above 72 on the daily chart, historically a reversal zone

• Social sentiment on platforms like X and Reddit is euphoric, another contrarian red flag

• Insider or whale wallets show some early signs of trimming positions based on on-chain flows

That said, momentum can defy logic in the short term. If House committees fast-track the bill or if a major firm (e.g. Stripe or JPMorgan) announces USDC adoption in response to regulatory clarity, that could kick off a second wave of gains.

🔄Bull vs Bear—Two Scenarios for Circle From Here

🐂Bull Case

GENIUS Act proceeds quickly through the House

Circle announces major new partnerships with banks or payment platforms

USDC market cap regains share from Tether, triggering revaluation

Potential IPO speculation heats up again with regulatory tailwinds

🐻Bear Case

House negotiations drag on or introduce delays

Traders who rode the bill's buildup begin locking in profits

Broader crypto sentiment turns risk-off with macro data or rate jitters

Stablecoin rivals like Tether or algorithmic entrants capture short-term attention

💬Final Thought: Trade the Narrative, Not the Noise

GENIUS is a genuine step forward for the U.S. crypto ecosystem. But markets are forward-looking—and fast-moving. If you're holding Circle, ask yourself: are you in for regulation upside, or are you chasing momentum that may already be fading?

Personally, I'm keeping an eye on the House schedule and any institutional responses in the payments space. If we get no meaningful developments over the next 1–2 weeks, I'd consider trimming.

3. @Aqa:

Key Points:

CRCL share price is going full steam upwards, buoyed by the GENIUS Act that will be approved by the U.S. government. The crypto bull market has just begun. Catch it before it is out of our reach.

4. @highhand :

Key Points:

Yes, when market is bullish anything can happen. the question is can Circle stay at 200. don't be the last to sell.

5. @AN88:

Key Points:

Might be but my experience state better to wait it stable.

Questions for you:

Circle’s recent surge appears to have priced in the bill’s approval and is now showing signs of peaking. Is this a “sell the news” moment, or should investors wait for more positive developments?

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⏰Duration

• 25 June (24pm EDT)