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

$Circle Internet Corp.(CRCL)$ "Circle 's downgrade [OMG] ? " Harsh [Speechless] , but not baseless. Compass Point flagged valuation stretch & margin pressure - & they're not wrong. CRCL 's 53B cap vs. $155M net income is lofty, especially if Fed cuts trim Treasury yields 📉. Since Circle earns heavily from interest on USDC reserve, a 25bps cut could shave hundreds of millions off earnings. That's real Impact. But I'm not jumping ship 🚢. GENIUS Act gives Circle first - mover regulatory clarity, & distribution expansion could offset margin compression. As for fintech peers? Rate cuts hit anyone monetizing float - Think PayPal, Robinhood, even Coinbase. But they also boost liquidity & risk appetite, which could lift crypto volumes & DeFi engagement. So it's a mixed bag 🛍️. My hedge? Diversify into infra plays (like Chainlink), & keep dry powder for dips. Circle's long-term moat isn't gone - it's just being repriced [Happy]

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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CRCL 's 53B cap vs. $155M net income is lofty, especially if Fed cuts trim Treasury yields 📉. Since Circle earns heavily from interest on USDC reserve, a 25bps cut could shave hundreds of millions off earnings. That's real Impact. But I'm not jumping ship 🚢. GENIUS Act gives Circle first - mover regulatory clarity, &amp; distribution expansion could offset margin compression. As for fintech peers? Rate cuts hit anyone monetizing float - Think PayPal, Robinhood, even Coinbase. But they also boost liquidity &amp; risk appetite, which could lift crypto volumes &amp; DeFi engagement. So it's a mixed bag 🛍️. My hedge?&nbsp; Diversify into infra plays (like Chainlink), &amp; keep dry powder for dips. Circle's long-term moat isn't gone - it's just being repriced&nbsp;<span>[Happy]&nbsp;</span>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://ttm.financial/S/CRCL\">$Circle Internet Corp.(CRCL)$ </a> \"Circle 's downgrade&nbsp;<span>[OMG]&nbsp;</span>? \" Harsh&nbsp;<span>[Speechless]&nbsp;</span> , but not baseless. Compass Point flagged valuation stretch &amp; margin pressure - &amp; they're not wrong. CRCL 's 53B cap vs. $155M net income is lofty, especially if Fed cuts trim Treasury yields 📉. Since Circle earns heavily from interest on USDC reserve, a 25bps cut could shave hundreds of millions off earnings. That's real Impact. But I'm not jumping ship 🚢. GENIUS Act gives Circle first - mover regulatory clarity, &amp; distribution expansion could offset margin compression. As for fintech peers? Rate cuts hit anyone monetizing float - Think PayPal, Robinhood, even Coinbase. But they also boost liquidity &amp; risk appetite, which could lift crypto volumes &amp; DeFi engagement. So it's a mixed bag 🛍️. My hedge?&nbsp; Diversify into infra plays (like Chainlink), &amp; keep dry powder for dips. Circle's long-term moat isn't gone - it's just being repriced&nbsp;<span>[Happy]&nbsp;</span>&nbsp;</p></body></html>","text":"$Circle Internet Corp.(CRCL)$ \"Circle 's downgrade [OMG] ? \" Harsh [Speechless] , but not baseless. Compass Point flagged valuation stretch & margin pressure - & they're not wrong. CRCL 's 53B cap vs. $155M net income is lofty, especially if Fed cuts trim Treasury yields 📉. Since Circle earns heavily from interest on USDC reserve, a 25bps cut could shave hundreds of millions off earnings. That's real Impact. But I'm not jumping ship 🚢. GENIUS Act gives Circle first - mover regulatory clarity, & distribution expansion could offset margin compression. As for fintech peers? Rate cuts hit anyone monetizing float - Think PayPal, Robinhood, even Coinbase. But they also boost liquidity & risk appetite, which could lift crypto volumes & DeFi engagement. So it's a mixed bag 🛍️. My hedge? Diversify into infra plays (like Chainlink), & keep dry powder for dips. 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