Adding some of my thoughts

The long term perspective of CRCL is how fast it can grow its B2B transaction business. This is because Fed will continue to cut interest rate (especially after new Fed chariman taking the post next year). So, a combination of slowing down of USDC circultation and 12-18 months of interest rate cutting cycle is going to be a big negative for CRCL. 

To invest in CRCL, more focus should be put on its ability to launch B2B transaction service, and increase the revenue % contribution.

At same time, CRCL price has come down a lot, so, maybe some kind of panic sell when they provide lower Q4 guidance could be the final time to step in

所有跟帖： 

• Thanks so very much! Your 1st paragraph is exactly what I -曉炎- ♀ (41 bytes) () 11/05/2025 postreply 17:43:05

• the 2nd one is something I don’t know, -曉炎- ♀ (78 bytes) () 11/05/2025 postreply 17:44:07

• Actually I have another question, hope someone can answer it -曉炎- ♀ (104 bytes) () 11/05/2025 postreply 17:45:37

• Two hypothetical examples would pump CRCL by 20% in a day -三心三意- ♂ (163 bytes) () 11/05/2025 postreply 17:55:28

• Great point! Gotcha, thanks;) -曉炎- ♀ (0 bytes) () 11/05/2025 postreply 17:57:29

• 我自己的想法，這兩點算是最終目標，中間多半需要漫長的博弈和政府進一步法規規範化，從資金效率上現在投早了些 -dancingpig- ♀ (267 bytes) () 11/05/2025 postreply 18:17:05

• 很有道理！“打臉”不是因為你不rational 而是市場是不理性的，人性是貪婪的， -曉炎- ♀ (227 bytes) () 11/05/2025 postreply 18:19:48

• 是的 -bogbog- ♀ (0 bytes) () 11/05/2025 postreply 19:01:46

• 估計多少能step in，你之前提到的80？ -hvhp- ♂ (0 bytes) () 11/05/2025 postreply 17:52:32

• 哪個80？哦，三心早上說的80!其實p10/50/90都是毛估估， -曉炎- ♀ (60 bytes) () 11/05/2025 postreply 17:59:27

• 我不做短炒，但覺得p10的那個80，90，應該是比較好的短炒價格 -曉炎- ♀ (0 bytes) () 11/05/2025 postreply 19:01:23