Accumulate $CRCL as the US begins stable coin focus

Accumulate CRCL as the U.S. sharpens its focus on stablecoins. With Congress passing the GENIUS Act and Treasury already rolling out its framework, the regulatory landscape is finally taking shape. Circle, as issuer of USDC, sits in a strong position to benefit from this shift, especially as barriers to entry rise and regulators begin to favor established players. Yes, CRCL has been volatile—an 18% run on optimism, then a 28% pullback on earnings—but that’s part of the setup. The risk is real (execution, regulatory burden, competition), but the asymmetry is compelling. If stablecoins expand into payments, remittances, and tokenized collateral markets, Circle captures the upside. I’m treating dips as opportunities to slowly build a position, keeping an eye on USDC growth, Treasury rulemaking, and insider signals. This is a volatile name, but one of the cleaner ways to ride the U.S. stablecoin policy wave.