T-REX 2X Long CRCL Daily Target ETF

$Circle(CRCL.US) | Compass Point 𝘂𝗽𝗴𝗿𝗮𝗱𝗲𝘀 𝗖𝗶𝗿𝗰𝗹𝗲 𝗜𝗻𝘁𝗲𝗿𝗻𝗲𝘁 𝗚𝗿𝗼𝘂𝗽 from 𝗡𝗲𝘂𝘁𝗿𝗮𝗹 to 𝗕𝘂𝘆, PT $𝟵𝟵

Analyst sees Circle as the best large-cap crypto proxy, with USDC recovery and stronger RLDC margins supporting a rerating.

$Circle(CRCL.US) | William Blair: 'Now is the time for investors to build CRCL positions'

Now is the time for investors to build CRCL positions, in our opinion. In many ways, we see 4Q26 as the calm before a storm, which should be strengthened by steepening CPN volume growth, rising Arc TVL, and associated monetization.

The pending Tazapay acquisition will expand Circle’s global reach and augment the burgeoning home-grown stablecoin movement and tokenized RWA settlement capabilities, in our opinion. Debate around competition and business model—i.e., reserve income and other stablecoins’ pledges to distribute all economics to distribution partners—will continue, but we consider it increasingly moot.

The flywheel effect of USDC liquidity leadership and integration with CPN and Arc, which uses USDC as its native gas token, should power meaningful nonreserve revenue and profits, likely starting in CY27.