CRC

CRCL

19 tracked calls · 17 long · 2 short · last 90d: 6L/1S

first called by All-In Podcast 6mo ago

IN TRACKED PORTFOLIOS

CRCCRCLSHORT2w ago

“Circle is just too small to compete with these giants. It has a nice franchise, but needs to team up with bigger players. If I was running Circle, I'd be looking to sell the company.”

The Real Eisman Playbook · Steve Eisman

Circle just crashed 17.5% because payment giants like Visa and Mastercard are launching their own stablecoin, forcing the tiny company to find a buyer.

CRCCRCLSHORT@ $61.13

$63.82-4.40%

since call Jul 17

peak +1.9%

Trade on Robinhood →

CRCCRCLLONG2mo ago

“the handoff is going to the redesigning of the global financial system”

Jordi Visser

Stablecoin and tokenization infrastructure is the next leg; Circle a named beneficiary of the on-chain handoff

CRCCRCLLONG@ $117.99

$63.82-45.91%

since call May 24

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CRCCRCLLONG2mo ago

“if you're paying money internationally … that's where USDC and these other stablecoins are doing really well”

TBPN

Stablecoins win cross-border, not US domestic, and Circle's USDC is the regulated rail capturing that flow.

CRCCRCLLONG@ $112.42

$63.82-43.23%

since call May 20

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CRCCRCLLONG2mo ago

“Here's tokenization. Here's stablecoin. The parabolas are happening here just like Anthropic, and it is the very early stages…”

Jordi Visser

Tokenization and stablecoins are early-stage parabolas riding AI agents and favorable regulation

CRCCRCLLONG@ $113.06

$63.82-43.55%

since call May 17

Trade on Hyperliquid →

CRCCRCLLONG2mo ago

“Circle is in a really tough spot against Tether... and they really need to win Hyperliquid”

ThreadGuy

Winning Hyperliquid plus a yield-friendly Clarity Act outcome makes Circle very attractive very fast

CRCCRCLLONG@ $125.77

$63.82-49.25%

since call May 14

Trade on Hyperliquid →

CRCCRCLLONG2mo ago

“especially outside of the United States.”

TBPN

Quasi-infinite offshore dollar demand routes through USDC, scaling Circle's float and reserve income.

CRCCRCLLONG@ $132.66

$63.82-51.89%

since call May 11

Trade on Hyperliquid →

CRCCRCLLONG2mo ago

“Gone are bankers hours, gone are wire cutoffs … you're talking about global from day one, 24/7.”

TBPN

Stablecoin rails now move more value than card networks; the regulated dollar-token issuer compounds with that volume.

CRCCRCLLONG@ $117.70

$63.82-45.77%

since call May 4

Trade on Hyperliquid →

CRCCRCLLONG3mo ago

“Stablecoin regulatory clarity turns USDC into core payment rails; Circle is the listed pure-play beneficiary.”

TBPN

Stablecoin regulatory clarity turns USDC into core payment rails; Circle is the listed pure-play beneficiary.

CRCCRCLLONG@ $100.57

$63.82-36.54%

since call May 1

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CRCCRCLLONG3mo ago

“we see volumes continue to grow … we are as bullish on stablecoins as we've ever been.”

TBPN

Stablecoin usage keeps climbing while crypto prices correct; USDC's issuer captures the decoupled growth.

CRCCRCLLONG@ $91.10

$63.82-29.94%

since call Apr 30

Trade on Hyperliquid →

CRCCRCLSHORT3mo ago

“There's a whole group of banks coming together … to launch stablecoins”

TBPN

Banks launch their own stablecoins under the Clarity/Genius regime; Circle's USDC moat and reserve-income model erode.

CRCCRCLSHORT@ $89.83

$63.82+28.95%

since call Apr 30

peak +34.4%

Trade on Hyperliquid →

CRCCRCLLONG3mo ago

“It used to be the case that if you were a fintech company and you wanted to expand internationally, you had to get licensed on a jurisdiction-by-jurisdiction…”

TBPN

Stablecoins become the rails for global USD fintech, expanding USDC circulation and Circle's revenue base.

CRCCRCLLONG@ $105.34

$63.82-39.41%

since call Apr 16

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CRCCRCLLONG3mo ago

“I think AI is going to use crypto for payments, for transactions. They're not going to use— they cannot KYC through a bank. They cannot do a selfie.”

TBPN

AI agents settle in stablecoins because they cannot KYC; USDC dominates that flow, lifting its issuer Circle.

CRCCRCLLONG@ $86.36

$63.82-26.09%

since call Apr 9

Trade on Hyperliquid →

CRCCRCLLONG3mo ago

“Stripe is like the way that e-commerce was 5% of commerce in the early 2000s and Amazon was 100% of e-commerce … you can buy Stripe in secondary markets.”

1000x · Jonah Van Bourg

Stripe is an Amazon-like play on payments moving on-chain, buyable on secondary markets

CRCCRCLLONG@ $93.69

$63.82-31.88%

since call Apr 7

Trade on Hyperliquid →

CRCCRCLLONGPOSITION4mo ago

“USDC has become the most widely transacted digital currency in the world, bigger than anything else basically, and has overpassed, overtaken Tether in terms…”

TBPN

USDC overtakes Tether and becomes the rails for the agent economy, pushing the monetary base to trillions.

CRCCRCLLONG@ $92.52

$63.82-31.02%

since call Apr 2

Trade on Hyperliquid →

CRCCRCLLONG4mo ago

“yesterday Circle pukes 20% on this Clarity Act leak... But if your view is that stablecoins in 5 years are going to eat the financial system…”

1000x · Avi Felman

Long Circle as a stablecoin winner, with the Clarity dip a buying opportunity

CRCCRCLLONG@ $98.61

$63.82-35.28%

since call Mar 26

Trade on Hyperliquid →

CRCCRCLLONG4mo ago

“a $20 billion to $25 billion valuation I don't think is unreasonable at all in terms of its multiple figure.”

1000x · Dan Tapiero

Circle is reasonably valued and taking stablecoin share from Tether

CRCCRCLLONG@ $105.55

$63.82-39.53%

since call Mar 25

Trade on Robinhood →

CRCCRCLLONG4mo ago

“stablecoin payments are doubling to around $400 billion … Agents will be doing the majority of them.”

Jordi Visser

Stablecoin adoption decouples from crypto cycles as AI agents transact in USDC, lifting Circle's float and revenue.

CRCCRCLLONG@ $113.97

$63.82-44.00%

since call Mar 15

Trade on Hyperliquid →

CRCCRCLLONGPOSITION6mo ago

“I have wanted when when interest rates were really high, I my view is we really need interest rates to come down. We really need them to come down because…”

All-In Podcast

Allaire frames falling rates as the catalyst that expands USDC circulation rather than shrinking Circle's float income, citing an inverse correlation where a 35-40% rate decline drove a multi-hundred-percent rise in USDC. Cuts ahead become a top-line tailwind, not a threat.

CRCCRCLLONG@ $70.29

$63.82-9.19%

since call Jan 25

Trade on Robinhood →

CRCCRCLLONG6mo ago

“we've got a strong relationship with Circle and USDC is the largest regulated stable coin because it is compliant under Genius in the US. They're compliant…”

All-In Podcast

Genius Act locks in USDC as the compliant winner as Tether scrambles to clean up; regulated stablecoins compound

CRCCRCLLONG@ $70.43

$63.82-9.38%

since call Jan 23

Trade on Hyperliquid →