CRCL ER coming almost exactly as expected.

来源: 于 2025-08-12 05:54:42 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

Positive

  • Management provided 40% CAGR for the USDC circulation, alleviating the worst case fear of 30% or below.
  • Very confident in their B2B payment network and pointing investors to this as a key growth area going forward

Negative:

  • Not really addressing the interest rate impact (this is kind of beyond their control)
  • CPI number today has pretty much made Sept rate cut a certainty, and 3 rate cut possiblity has gone up from 45% to 52% after the release of CPI

Overall, CRCL should stablize and range trade for some time