$Circle Internet Corp.(CRCL)$ -To The Moon - Tiger Brokers Online Investing Community - To The Moon

NativelyBullish

$Circle Internet Corp.(CRCL)$

IMHO, while the procedural vote passage represents a significant but measured victory for crypto regulation. While this clears the path for formal voting, the contentious 9-hour debate and Republican holdouts signal underlying concerns about CBDC implications.

Circle’s Position: Despite the GENIUS Act’s eventual passage through procedural hurdles, Circle’s stock has shown mixed performance, declining 14.2% from July 1-17 despite current trading at $233. This suggests markets are pricing in execution risks rather than celebrating regulatory clarity.

Bitcoin Rally Sustainability: The recent $123,000 peak followed by pullback to $116,000-$119,000 range indicates profit-taking pressure. While institutional adoption continues driving demand, J.P. Morgan’s conservative stablecoin growth forecast of $500 billion by 2028 (versus bullish $2 trillion projections) suggests tempered expectations.

Key Risks: The bills face Senate hurdles and implementation challenges. Circle’s 400x P/E ratio and revenue dependence on interest rates create fundamental vulnerabilities. Additionally, 88% of stablecoin demand remains crypto-native rather than payments-focused, limiting mainstream adoption potential.

My take: The crypto bills provide regulatory tailwinds but don’t guarantee explosive growth. Circle benefits from clarity but faces valuation concerns and competitive pressures. Bitcoin’s rally may consolidate around $110,000 before next leg up, driven more by institutional flows than legislative outcomes.

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.

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Comments

Porter Harry
07-18
Porter Harry
Nice sharing! I think that as the bills are passed, crypto-related financial assets will be more convenient to be invested and I expect there will be a long-term bullish trend of crypto.

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Cash Out at $150 or Time to Bottom?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":816ae028c2a2470ab43d3c5817628419}&rnconfig={\"headerBarHidden\": true}","description":"Circle beats revenue but fell as it 5% as it files to sell 10M shares of Class A common stock.\nCircle reported a net loss of $482 million in the second quarter, compared with a $33 million profit a year ago.\nRevenue increased by 53% to $658 million, surpassing Wall Street estimates of $646 million.","image":"https://community-static.tradeup.com/news/92de77f63e0c9e5cf906ba32f27eb79f"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p><a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>&nbsp;</p>\n<p>IMHO, while the procedural vote passage represents a significant but measured victory for crypto regulation. While this clears the path for formal voting, the contentious 9-hour debate and Republican holdouts signal underlying concerns about CBDC implications.</p>\n<p>Circle’s Position: Despite the GENIUS Act’s eventual passage through procedural hurdles, Circle’s stock has shown mixed performance, declining 14.2% from July 1-17 despite current trading at $233. This suggests markets are pricing in execution risks rather than celebrating regulatory clarity.</p>\n<p>Bitcoin Rally Sustainability: The recent $123,000 peak followed by pullback to $116,000-$119,000 range indicates profit-taking pressure. While institutional adoption continues driving demand, J.P. Morgan’s conservative stablecoin growth forecast of $500 billion by 2028 (versus bullish $2 trillion projections) suggests tempered expectations.</p>\n<p>Key Risks: The bills face Senate hurdles and implementation challenges. Circle’s 400x P/E ratio and revenue dependence on interest rates create fundamental vulnerabilities. Additionally, 88% of stablecoin demand remains crypto-native rather than payments-focused, limiting mainstream adoption potential.</p>\n<p>My take: The crypto bills provide regulatory tailwinds but don’t guarantee explosive growth. Circle benefits from clarity but faces valuation concerns and competitive pressures. Bitcoin’s rally may consolidate around $110,000 before next leg up, driven more by institutional flows than legislative outcomes.</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a>&nbsp;</p>\n<p>IMHO, while the procedural vote passage represents a significant but measured victory for crypto regulation. While this clears the path for formal voting, the contentious 9-hour debate and Republican holdouts signal underlying concerns about CBDC implications.</p>\n<p>Circle’s Position: Despite the GENIUS Act’s eventual passage through procedural hurdles, Circle’s stock has shown mixed performance, declining 14.2% from July 1-17 despite current trading at $233. This suggests markets are pricing in execution risks rather than celebrating regulatory clarity.</p>\n<p>Bitcoin Rally Sustainability: The recent $123,000 peak followed by pullback to $116,000-$119,000 range indicates profit-taking pressure. While institutional adoption continues driving demand, J.P. Morgan’s conservative stablecoin growth forecast of $500 billion by 2028 (versus bullish $2 trillion projections) suggests tempered expectations.</p>\n<p>Key Risks: The bills face Senate hurdles and implementation challenges. Circle’s 400x P/E ratio and revenue dependence on interest rates create fundamental vulnerabilities. Additionally, 88% of stablecoin demand remains crypto-native rather than payments-focused, limiting mainstream adoption potential.</p>\n<p>My take: The crypto bills provide regulatory tailwinds but don’t guarantee explosive growth. Circle benefits from clarity but faces valuation concerns and competitive pressures. Bitcoin’s rally may consolidate around $110,000 before next leg up, driven more by institutional flows than legislative outcomes.</p></body></html>","text":"$Circle Internet Corp.(CRCL)$ IMHO, while the procedural vote passage represents a significant but measured victory for crypto regulation. While this clears the path for formal voting, the contentious 9-hour debate and Republican holdouts signal underlying concerns about CBDC implications. Circle’s Position: Despite the GENIUS Act’s eventual passage through procedural hurdles, Circle’s stock has shown mixed performance, declining 14.2% from July 1-17 despite current trading at $233. This suggests markets are pricing in execution risks rather than celebrating regulatory clarity. Bitcoin Rally Sustainability: The recent $123,000 peak followed by pullback to $116,000-$119,000 range indicates profit-taking pressure. While institutional adoption continues driving demand, J.P. Morgan’s conservative stablecoin growth forecast of $500 billion by 2028 (versus bullish $2 trillion projections) suggests tempered expectations. Key Risks: The bills face Senate hurdles and implementation challenges. Circle’s 400x P/E ratio and revenue dependence on interest rates create fundamental vulnerabilities. Additionally, 88% of stablecoin demand remains crypto-native rather than payments-focused, limiting mainstream adoption potential. My take: The crypto bills provide regulatory tailwinds but don’t guarantee explosive growth. Circle benefits from clarity but faces valuation concerns and competitive pressures. 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