To The Moon

$Circle Internet Corp.(CRCL)$ The revised U.S. Clarity Act targeting stablecoin reserve interest is a very serious development for Circle. It strikes directly at the core of their business model. Why the market reacted so strongly Circle’s profits largely come from: Holding USDC reserves in U.S. Treasuries Earning interest on those reserves Keeping part of that yield as revenue If regulation prohibits stablecoin issuers from earning yield on reserves, then Circle effectively becomes: > A payments and infrastructure company with very thin margins That is a completely different valuation model. So the stock drop is not just sentiment. It is a fundamental repricing risk. --- Will this end Circle’s valuation premium? Possibly yes, unless they succ

$Circle Internet Corp.(CRCL)$  [Miser]  

15 Momentum Leaders Hold Green Despite Market Reversal, Each Surpassing RVOL Exceeding $100M Dollar Volume, including $PLTR $Intuitive Machines(LUNR)$ — Aerospace & Defense $Circle Internet Corp.(CRCL)$ — Capital Markets $Coinbase Global, Inc.(COIN)$ — Financial Data & Exchanges $Patterson-UTI(PTEN)$ — Oil & Gas Drilling $Devon(DVN)$ — Oil & Gas E&P $Occidental(OXY)$ — Oil & Gas E&P $Permian Resources Corp(PR)$ — Oil & Gas E&P

ARKK Investment Tracker position change: Decreased position in Circle Internet Corp. by 145,599 shares, the number of shares held decreased 5.26% compared to the previous period and now represents 5.69% of the total position.

$Circle Internet Corp.(CRCL)$ [流泪]  [流泪]  [流泪]  

$Circle Internet Corp.(CRCL)$ The revised U.S. Clarity Act targeting stablecoin reserve interest is a very serious development for Circle. It strikes directly at the core of their business model. Why the market reacted so strongly Circle’s profits largely come from: Holding USDC reserves in U.S. Treasuries Earning interest on those reserves Keeping part of that yield as revenue If regulation prohibits stablecoin issuers from earning yield on reserves, then Circle effectively becomes: > A payments and infrastructure company with very thin margins That is a completely different valuation model. So the stock drop is not just sentiment. It is a fundamental repricing risk. --- Will this end Circle’s valuation premium? Possibly yes, unless they succ

15 Momentum Leaders Hold Green Despite Market Reversal, Each Surpassing RVOL Exceeding $100M Dollar Volume, including $PLTR $Intuitive Machines(LUNR)$ — Aerospace & Defense $Circle Internet Corp.(CRCL)$ — Capital Markets $Coinbase Global, Inc.(COIN)$ — Financial Data & Exchanges $Patterson-UTI(PTEN)$ — Oil & Gas Drilling $Devon(DVN)$ — Oil & Gas E&P $Occidental(OXY)$ — Oil & Gas E&P $Permian Resources Corp(PR)$ — Oil & Gas E&P

ARKK Investment Tracker position change: Decreased position in Circle Internet Corp. by 145,599 shares, the number of shares held decreased 5.26% compared to the previous period and now represents 5.69% of the total position.

$Circle Internet Corp.(CRCL)$  [Miser]  

$Circle Internet Corp.(CRCL)$ [流泪]  [流泪]  [流泪]