11/12/25 :: VROCKSTAR :: 
CRCL
$300 too expensive... <$100 too cheap
- market is a momentum junkie
- can't be bothered to think rationally at the highs or the lows
- here's a co where we can track literal revenues and i'd link to source but the last msg i tried to post (see comment in chart pre-3Q) that was spot on... is somehow shilling something? idk tradingview has moderation issues
- anyway
- 4Q is shaping up well
- USDC is almost 25% of all stables volumes (usdt is >50%)
- regulation clarity
- valuation is something i'd look to dive in on
- but i'm buying spot here and selling dec 19 $90c's for $10 and change for massive IV while i figure it out
- but objectively $20B for this company in this environment is cheap
- lmk what you see or if i'm missing the boat
V
CRCL$300 too expensive... <$100 too cheap
- market is a momentum junkie
- can't be bothered to think rationally at the highs or the lows
- here's a co where we can track literal revenues and i'd link to source but the last msg i tried to post (see comment in chart pre-3Q) that was spot on... is somehow shilling something? idk tradingview has moderation issues
- anyway
- 4Q is shaping up well
- USDC is almost 25% of all stables volumes (usdt is >50%)
- regulation clarity
- valuation is something i'd look to dive in on
- but i'm buying spot here and selling dec 19 $90c's for $10 and change for massive IV while i figure it out
- but objectively $20B for this company in this environment is cheap
- lmk what you see or if i'm missing the boat
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.