$Circle Internet Corp.(CRCL)$ Circle dropped after earnings, but honestly I think the market is overreacting.

Yes, the stock pulled back… but the actual numbers were solid. Revenue and reserve income came in strong, net profit jumped a lot YoY, and EBITDA growth was impressive. For a company in this space, those are not small achievements.

Circle’s core business — especially USDC — is still growing steadily. Whether people like it or not, stablecoins are becoming a bigger part of global payments and on-chain liquidity. Circle is one of the key players, and that positioning doesn’t disappear just because the stock dips on earnings day.

The part that caught my attention:

Even with the volatility in crypto, Circle continues to grow its revenue base. That says a lot about the underlying adoption they’re getting from exchanges, fintech partners, and now more traditional institutions.

To me, this looks more like a “good earnings but bad market mood” reaction. If it keeps dipping toward the low-80s range or even under $90, I think it could be a decent opportunity.

Not financial advice — just sharing my view. I’m keeping this one on my radar. 👍

# CoreWeave & Circle: Bearish Scenario to $50?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

  • Top
  • Latest
empty
No comments yet