$CRCL
Circle Internet Group, Inc.How his view evolved
Every substantive take he's posted on $CRCL, newest first — each labelled with the stance he expressed at the time.
- Jun 8, 2026Bullish
@soulbiri1 I think only $IBIT / $XLU / $META / $CRCL are red since that mention. Maybe like 1-2 flat like $HOOD But 25 for 30 like $NBIS green, and many by triple digits is pretty solid if you do equal weighted.
View on X → - May 15, 2026Bullish
@Partfortynineg1 $54 x 2 =$108 with $CRCL https://t.co/2LaN9mX322
View on X → - May 15, 2026Bullish
Leopold Aschenbrenner is a legend, but I'm not quite sure he can beat 3152.77% YTD in the Serenity Awareness fund. That being said, I've hit 23 different longs this year with 100-1000%+ YTD. 1. $AXTI 2. $AAOI 3. $SIVE 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron https://t.co/kk06ZqwIN2 https://t.co/Adj2khuST0
View on X → - Apr 16, 2026Bullish
Glad to hear it! I've went long and wrote thesis posts on about out 15 different stocks that hit 100-1000%+ YTD? 1. $AXTI 2. $AAOI 3. $SIVEF 4. $LITE 5. $IQE 6. $AEHR 7. $CRCL 8. $EWY 9. Unimicron 10. Nitto Boseki 11. $OSS 12. $GDRZF 13. $RPI 14. $SOI 15. $ALRIB Not including https://t.co/63r1Neszva
View on X → - Apr 13, 2026Bearishconviction 3/4
Let's get this straight: The Clarity Act is a bank lobbyist bill. Where JPM and others lobbied both sides to get control over digital assets / $CRCL stablecoins. $COIN is probably going to sell out the industry because they got their conditional banking charter approved. But https://t.co/25b1cewY50 https://t.co/wikJvgFnA5
View on X → - Apr 10, 2026Bullish
I feel like I've called out the most triple digit stock returns YTD... Out of anyone in history? Hence why I have 150k+ followers now! In just a short timeframe: $AXTI -> 5x+ $AAOI -> 5x $SIVE -> 2x+ $LITE -> 2x+ $IQE -> 2x+ $AEHR -> 2x+ $CRCL -> 2x+ $EWY IV -> 2x https://t.co/PCGR31WeZy
View on X → - Apr 4, 2026Bullish
Just in case you’re wondering why I’m bullish on $CRCL and Stablecoins. 8605 subscribers at $1.00: -> $1595. Not even including int. like Canada paying 46% more (2 CAD vs $1 USD subscription) and the FX/rounding disappearing into the void. I’m not here for subscription https://t.co/b5uRajaqFg
View on X → - Mar 27, 2026Bearish
Can someone tell me honestly what the accomplishments of David Sacks “Tzar" position was? > Billions of Liquidity drained from Bitcoin, Ethereum, and Altcoins into Trump Coin and Melania Coin > GENIUS Act passed and banned stablecoin issuers (like $CRCL and Tether) from paying https://t.co/XbnQPUGNiK
View on X → - Mar 24, 2026Bearishconviction 3/4
@MatthiasJe21304 Yes I've always been an outspoken critic of Clarity Act since that's a poison pill by banks for the crypto industry and $CRCL. It's always been known they would try and draft legislation banning yields. But we'll see what the final outcome is. It's a legitimate and material
View on X → - Mar 24, 2026Bearishconviction 3/4
@DigestingX Clarity Act is extremely damaging for $CRCL. still looking into the legislation right now
View on X → - Mar 19, 2026Bullish
I’m surprised markets aren’t pricing in long term disruption of card networks + interchange like $V and $MA. By $CRCL and $COIN. From Global Markets Head at Circle: "Over the past nine months, AI agents completed 140 million payments with a total transaction volume of 43 https://t.co/JZzAgS6s33
View on X → - Mar 18, 2026Bullishconviction 3/4
$CRCL is now up 148.15% in 1 month. If people are wondering why my YTD is ~500%? It’s because I look at fundamentals, not scribbles on a chart. The comment section back here aged like 2021 monkey JPEG prices. https://t.co/X5EH5SIrTP https://t.co/MIkrlmUkH6
View on X → - Mar 17, 2026Bullishconviction 3/4
@Sam_Badawi Still can’t believe everyone capitulated $CRCL back at $50… when USDC supply has only grown.
View on X → - Mar 10, 2026Bullish
@LOGOinvestor Thanks, $CRCL ended up being free real estate. Don’t need a substack when I can post all my ideas for free here on X!
View on X → - Mar 9, 2026Bullish
@kledisonff10497 Yeah, this one was especially funny for $CRCL. Draws some random lines and then concludes it’s going to $25 https://t.co/A8kXlyXtBz
View on X → - Mar 9, 2026Bullishconviction 3/4
$CRCL is now at $109. Circle has increased more than 100% to $109... Since my post at $54. This was 1 month ago. I really love going back and seeing all the bearish comments claiming it would "Go down"50%" or "chart looks ugly" so it ends up at $20. Everyone on X was https://t.co/HRUftokJHz https://t.co/MIkrlmUkH6
View on X → - Mar 9, 2026Bullishconviction 3/4
$CRCL is now at $109. Circle has increased more than 100% to $109... Since my post at $54. This was less than 30 days ago. I really love going back and seeing all the bearish comments claiming it would "Go down"50%" or "chart looks ugly" so it ends up at $20. Everyone on https://t.co/VU0EdZvW90 https://t.co/MIkrlmUkH6
View on X → - Mar 5, 2026Bearishconviction 3/4
@cafeaulaitfr Yeah I was warning people back at $140-$200 range on $CRCL that there was a massive share unlock. But a lot of the TA drawers back then didn’t seem to understand. https://t.co/d0a3Qdoter
View on X → - Mar 5, 2026Bullish
I’ve said this before with $CRCL pre-IPO lockup at $200. And I’ll say it again with $IREN post-$6B dilution to prove a point: TA and Charting alone, is pure astrology and snake oil. Prices are extremely multifaceted, they primarily follow 3 things: - Fundamentals (revenue, https://t.co/cfnb270VFA
View on X → - Mar 3, 2026Bullish
@swisssong Comment of that day was this (sorry for singling this person out). Narrator: $CRCL never dipped below $50 https://t.co/mLXzznBuDK
View on X → - Mar 3, 2026Bullishconviction 3/4
$CRCL is a good lesson why fundamentals matter more than stock price/charts. Things to watch are USDC supply, interest rates, and Clarity Act. Not whether or not sentiment is bad or if the XYZ TA says it’s going to $30. Everyone on X was rushing to buy this at $200 but https://t.co/0ucSQMzuQb https://t.co/MIkrlmUkH6
View on X → - Feb 27, 2026Neutral
@AAsticot280 $CRCL is not put in the software bucket. You can't vibe code US based stablecoins because it's highly regulated. The selloff was mainly do to broader digital asset sentiment, clarity act interest rate (proxies to exchanges like $COIN where ppl keep USDC deposits), and potential
View on X → - Feb 26, 2026Bullishconviction 3/4
$CRCL... is now back up 53% in 3 weeks. $54 was the best chance to buy, not 50%+ later after earnings. Really hard to go against the sentiment sometimes. But for example, on: $CRCL - USDC circulating supply one of the top indicators I looked at despite the stock price https://t.co/kHIFuznNAx https://t.co/MIkrlmUkH6
View on X → - Feb 25, 2026Bullish
I love going back in history to see how well the comment section ages. $CRCL up 20% today. https://t.co/E47K80CRG4 https://t.co/MIkrlmUkH6
View on X → - Feb 7, 2026Bullishconviction 3/4
Portfolio weightings is my most common question. Here’s what my portfolio looks like: 35% Memory Supercycle _ 10% Samsung Electronics 10% Sk Hynix 10% $MU 5% $SNDK 25% Digital Asset exposure _ 10% $IBIT 5% $COIN 5% $HOOD 2.5% $CRCL 2.5% $SOL 15% Fintech/Advertising 5% https://t.co/AuqhvVDT95
View on X → - Feb 6, 2026Bullish
I've been in the memory/AI trade like $MU, $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin - $70K from $125k Ethereum - $2.05K from $4k Solana - $88 from $233 $COIN $162 from $415 $CRCL $56 from $240 $GLXY $19 from $40 $ETOR $26 https://t.co/aAoA75QvOL
View on X → - Feb 6, 2026Bullish
I've been in the memory/AI trade like $MU, $SNDK. But opportunities like this don't come often. Every crypto name has been reset: Bitcoin - $70K from $125k Ethereum - $2.05K from $4k Solana - $88 from $233 $COIN $162 from $415 $CRCL $56 from $240 $GLXY $19 from $40 $ETOR $26 https://t.co/edq6xD2AvF
View on X → - Feb 3, 2026Neutral
@Spybef0rey0ubuy The main thing to look out for is CLARITY act and regulating away any yield. Probably the biggest bear case for $CRCL regarding loopholes exchange use to give interest for USDC deposits. If you combine that with rate cuts + lower supply,then that hurts Circle a lot. But https://t.co/nfc1iNARuh
View on X → - Feb 3, 2026Neutral
@AI_PowerFlow We did see -$4B outflows from $73B -> $69B from last month (hence the drop) but largely priced into $CRCL stock price. https://t.co/9kAZXxSald
View on X → - Feb 3, 2026Bullishconviction 3/4
@pepemoonboy I spent a lot of time making this meme representing the FinX community on $CRCL. So true though, $12B MC now nobody buying. But everyone was FOMOing in at $150-200, claiming it would go to $400 lol. https://t.co/gM1OpGAyHY
View on X → - Feb 3, 2026Bullishconviction 4/4
I really, really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54, it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage. https://t.co/R2Habycf7d
View on X → - Feb 2, 2026Bullish
@MacroBombastic I’m just citing risks for extended selloffs given $ETH if you’re using margin. Other than that I’m a buyer at these levels, I don’t know what’s going to happen. I personally added $GLXY on the 9% drop + and $HOOD, $NBIS, $CRCL, $SOL, $ETH and $IBIT ON drop since they’re all
View on X → - Jan 30, 2026Bullishconviction 3/4
@hereforgoodish2 For me it's an amazing long, I actually lost a lot on $CRCL so I'm cost averaging down. $NBIS my cost average was in the 90's so not really much pain there. Only things that have changed is $CRCL faces near term headwinds with 2-3 rate cuts. And the biggest thing is CLARITY
View on X → - Jan 30, 2026Bullish
@hedgedwolf Lost count of how many times I’ve seen stuff like $SOL bounce from $100-120 range to $165-$185. Anyway just saw this as an attractive opportunity, I’ll probably cost avg one more time if it drops another few percent. I’ll probably heavy add $CRCL and $MSTR to the list as well
View on X → - Jan 24, 2026Bullishconviction 3/4
Jan 25th Ratings. Post EU Tariffs and $INTC ER. Strong Buy: $SNAP $META Samsung Electronics SK Hynix $MU Unimicron $TSM $CRCL $AXTI $LPTH $COPX $LIT $AEHR $FORM $AMKR $AVGO $MRVL Buy: $COIN $SMCI $GOOGL $FIG $AMZN $IBIT $RDDT $TTD $HIMS $HOOD $COHR $AMBA $IREN $POET $AAOI https://t.co/vqGrBiT2Fg
View on X → - Jan 2, 2026Neutral
@wraagy $CRCL does not depend on Ethereum since USDC can be used on $SOL, Arc, and whatever EVM-compatible network you want. Ethereum token burn is now single digits down from few hundred-few thousand consistent burn a year ago. Even if there's tons of TX activity of L2s like $USDC https://t.co/k00Ov7NoKO
View on X → - Jan 2, 2026Bullishconviction 3/4
Welcome to 2026. Jan 1st ratings: Strong Buy: $TTD $SMCI $AIRO $INTC $HIMS $AXTI $TSM $NBIS $CIFR Samsung Electronics (KRX: 005930) $HUT $IREN $WULF $GLXY $TSSI $META $ETOR $CRCL Buy: $KRKNF $ONDS $GEMI $NVDA $MU $AMKR SK Hynix $SNAP $RDDT $AAOI $COHR $FISV $FLY $DJT $LITE https://t.co/Exn9pWEFPO
View on X → - Dec 30, 2025Bullish
@_visionarius Thanks for following along! I'll just give you a breakdown: I like Fintech and AI, those are basically my two main growth investment baskets. Stablecoins like $CRCL are in the fintech domain. As for AI domain I am just supply chain investing: Neoclouds -> Top level
View on X → - Dec 22, 2025Bullish
@Fins_and_wins I’d be impressed if ChatGPT could write comparisons between OF and card networks alongside personal experiences regarding stablecoin investments in the private sector. Institutions did not balk at $31, $CRCL was vastly oversubscribed and the GENIUS act for stablecoins was passed
View on X → - Dec 22, 2025Neutral
@junglimoney Low interest rates does affect $CRCL and this is the main bear case thesis. However, low interest rates environments would unlock more supply in USDC + more volume/transactional based revenue compared to high interest from treasuries. Circle would need to monetize transactional
View on X → - Dec 21, 2025Neutral
@Tywinsleeps For $COIN, slighty disagree. It's a lot less versatile than you think as 2026 contract renegotiation with $CRCL is coming up. Right now Coinbase benefits from 50% USDC rev split + exchange business. Then there's value derived from Custody (eg. Blackrock ETFs). But that
View on X → - Dec 21, 2025Bullishconviction 3/4
@thgstar2 No worries! I love sharing my thoughts for free mainly for fulfillment in helping others. I make money through markets so I personally don't see any reason why I would need to monetize followers. As for the question: $CRCL's business model is essentially the "Holy Grail" of
View on X → - Dec 21, 2025Bullishconviction 3/4
@pepemoonboy Thanks, I was waiting forever to build long positions on $CRCL. We had crypto sector liquidations, float unlock, interest rate cuts, and high beta stock selloff, finally causing a 70% drop from the highs. Now Circle is finally at a respectable price again, so I built up
View on X → - Dec 21, 2025Neutral
@Alex84Crypto Great question so here's my nuanced take about USDT, vs $CRCL USDC. Best example I can give is Onlyfans and Card Networks. It's not really allowed but Card networks still work with OF because of the amount of volume they process. Similarly, Tether is in a love-hate
View on X → - Dec 21, 2025Bullishconviction 4/4
The 1000%+ Circle Thesis: USDC and the Rise of a Private-Sector Federal Reserve. Circle $CRCL, alongside names like $NBIS, is now my high-conviction long going into 2026 for one reason: Circle has become the private-sector extension of the US Treasury. At a $18B MC. A 10x+ https://t.co/s6FPccCoNH https://t.co/l0skqD0vWn
View on X → - Dec 21, 2025Bullish
@B38B37 Not at all. This is the network effect in play, which is an incredible moat. That’s what makes Reddit, $RDDT where anyone can create a similar platform in a day, but because everyone agrees to use it, that’s where the value comes from. Obviously $CRCL is a tad more regulated,
View on X → - Dec 21, 2025Bearish
@Peter_JMarshall Few bear cases: - Fed creates it's own CBDC like Fed Coin or another stablecoin to compete directly. - Fed keeps cutting rates down to 1% and $CRCL needs to keep printing USDC to make up for lost revenue. - Regulation - eg. next administration puts in a gary gensler or usdc
View on X → - Dec 21, 2025Bearishconviction 3/4
@Peter_JMarshall Sure, so I've been saying avoid Circle or short $CRCL long $COIN when Circle was trading at a $60B marketcap. This was because people didn't understand float dynamics. Majority of the float was locked up and couldn't be sold, similar to BULL IPO. When float was released, the https://t.co/yasoNU7wZx
View on X → - Dec 21, 2025Neutral
@dubiousnoob So $CRCL and $COIN are the issuers of USDC, you’re correct in saying it’s issued on Ethereum. But it’s also done on Solana, Base, Polygon, and so on. Network doesn’t matter much. Ethereum’s network is the infrastructure but USDC doesnt accrue much value to Ethereum’s token.
View on X → - Dec 21, 2025Bullishconviction 3/4
@dubiousnoob $CRCL is stablecoins, has nothing to do with L1s like Ethereum or Solana since it doesn’t matter. Thesis involves that it’s becoming just a standard for settlement (visa, PayPal, YouTube, etc.) and that network effect is worth infinitely more than its $17B valuation both in us
View on X → - Dec 20, 2025Bullish
@TrueWealthAngel So I’d say $RKLB is definitely the most overvalued right now. $LITE is edging toward the overbought territory but it definitely warrants a re-rating given how critical it is in TPUv7, Trainium, and Blackwell chips. $NBIS and $CRCL are most undervalued out of the bunch, then
View on X → - Dec 12, 2025Bullish
@blu400_ Core portfolio is high conviction longs: $BTC, $RKLB, $HOOD, $NBIS, $ALAB, $TSM Probably moving $LITE and $CRCL to the core long port above, but they’re newer positions that I’m building up. Then short-mid term mix like $SNAP, $CIFR, $RDDT, $SMCI, $HIMS, $TE, $LTC, $KRUS, AMKR,
View on X → - Dec 10, 2025Bullishconviction 3/4
Post-Fed Interest Rate 25BPS cut. December 11th ratings: Strong Buy: $CRCL $COIN $AMKR $CRDO $IBIT $MSTR $AMZN $SMCI $TSM $TSSI Sk Hynix $SNAP Samsung Electronics $ALAB $META $NBIS $CIFR Buy: $KRUS $AVGO $NFLX $KRKNF $HIMS $FLY $OSS $TE $FLNC $LITE $COHR $RKLB $TTD $NVDA $CLS https://t.co/R1NMd69gG6
View on X → - Dec 9, 2025Bullishconviction 3/4
Added very heavily in $TSM today ~$302.5. Also added a decent amount in $CRCL positions at ~$87.2. We’ve been chopping since record breaking earnings from $TSM just felt it would breakout anytime now. This is just gut feeling. As for $CRCL rate cuts hurt, but the USDC printer https://t.co/rhzY8oQY92 https://t.co/E0ENdKu8Ql
View on X → - Dec 1, 2025Bearishconviction 3/4
@TheOneandOmsy So, this is partially true. However I’d argue the main reason for $CRCL ~50% drop was lockups and float dynamics, not just rate cuts. We saw this with $BULL ipo where it traded on 2% float upward of $50B and crashed back to $6B post lockup. $CRCL was only trading with a
View on X → - Nov 20, 2025Neutral
@noD7R So for $CRCL - people are missing it's 50% interest revenue sharing with $COIN and Coinbase has 100% of that revenue split on its platform. Circle at $400 would be a $92B marketcap which is more than Coinbase ($69B). And Coinbase has exchange trading revenue, ETF custody
View on X → - Nov 20, 2025Bullishconviction 3/4
Based on the equity ranking table: Here's a deeper analysis of each stock, alongside how I reposition my portfolio to capitalize on the market reset: · $NBIS at $92, PT $400 / 1Y · $RKLB at $43, PT $500 / 5Y · $CRCL at $72, PT $150 / 8M · $ALAB at $143.4, PT $250 / 6M · $SNAP https://t.co/VZouD4jsBo https://t.co/91JV3Kqy3X
View on X → - Nov 19, 2025Bullish
The Great Reset, November 19th ratings: Strong Buy · $NBIS · $CIFR · $WULF · $RDDT · $SNAP · $ALAB · $META · $AMZN · $GOOGL · $IBIT · $SOL · $TSM · $RKLB · $TSSI · $SMCI · $GLXY · $SG Buy · $IREN · $KRUS · $CRCL · $LTC · $MRVL · $KRKNF · $OSS · $CORZ · $WLAC · $WYFI · $AMD · https://t.co/WsO2MASxcE
View on X → - Nov 18, 2025Bearish
@Kandy_Stocks Thanks for following me on $RDDT! Very humbled by my regarded roots behind the Wendys dumpsters. Lot of the sells like $CRCL, $BMNR, $RGTI finally played out. Tons of buys like $NBIS, $SNAP, $META, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM right now from the
View on X → - Oct 25, 2025Bearishconviction 4/4
@DeepValueBagger Huge warning on $CRCL, especially going into December 2nd. You're trading on a low float. Circle sold 34M Class A shares in the IPO at $31. There's 202,550,578 Class A shares outstanding. 77.6% of all outstanding Class A (157M/202.55M) and ~463% of the 34M IPO float will be
View on X →