6/23/26 :: VROCKSTAR :: 
CRCL
Checking in... pass
- SBC matters on a chart like this in a crypto bear
- USDC is a decent product (even tho prefer USDT)
- but no grow USDC mcap in 6 mo, no bueno
- and at 20x EBITDA and where economics require much more adoption... pass
- i think we probably take out Feb '26 lows, and honestly, let's see there anyway - b/c realistically this is crypto/ ETH beta and those of u who follow... know i'd rather own something else *cough*, sbet?
- bear mkts suck, but the goal is to survive, spend your time doing the DD. protect capital. nobody's winning here ex-AI. float, find spots, be creative. but most of all. DO WORK. b/c when bull comes (and it will), you'll want to have that list not only completed, but you'll want to have those trades on. and you'll sit on your hands for 2 years. bears are for doing work. bulls are for relaxing.
- one more thing. nobody knows where the bear ends. so you should expect the best. but prepare for the worst.
- meanwhile,CRCL is a clear pass for me here. not even a consideration.
V
CRCLChecking in... pass
- SBC matters on a chart like this in a crypto bear
- USDC is a decent product (even tho prefer USDT)
- but no grow USDC mcap in 6 mo, no bueno
- and at 20x EBITDA and where economics require much more adoption... pass
- i think we probably take out Feb '26 lows, and honestly, let's see there anyway - b/c realistically this is crypto/ ETH beta and those of u who follow... know i'd rather own something else *cough*, sbet?
- bear mkts suck, but the goal is to survive, spend your time doing the DD. protect capital. nobody's winning here ex-AI. float, find spots, be creative. but most of all. DO WORK. b/c when bull comes (and it will), you'll want to have that list not only completed, but you'll want to have those trades on. and you'll sit on your hands for 2 years. bears are for doing work. bulls are for relaxing.
- one more thing. nobody knows where the bear ends. so you should expect the best. but prepare for the worst.
- meanwhile,
CRCL is a clear pass for me here. not even a consideration.V
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Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.