
Total Assets$Circle(CRCL.US)I’m currently down on Circle, but I’m still bullish because I see it as a long-term “infrastructure” play rather than a short-term hype stock — if stablecoins keep expanding globally, Circle stands to benefit from growing USDC usage, more partnerships, and deeper integration into payments, trading, and on-chain finance. The price action can be brutal and sentiment-driven, but as long as Circle continues proving trust, compliance strength, and real adoption, I’m willing to hold through the volatility because I believe the market will eventually re-rate it when growth becomes impossible to ignore.
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