$Circle(CRCL.US)
Context: What interests me about Circle is its position at the intersection of crypto and traditional finance. As stablecoins gain adoption in payments and settlement, USDC is becoming more than just a crypto asset. It is evolving into financial infrastructure, with Circle at the center of that transition.
My trade: I initiated a position yesterday.
USDC circulation continues to grow, on chain volume is expanding rapidly, and Circle is building a key infrastructure layer connecting stablecoins, payments, and traditional finance. That is the opportunity I want exposure to.
Takeaway: The market may still be underestimating the long term potential of the stablecoin economy. This thesis does not require every quarter to be perfect. What matters is whether adoption continues and the long term direction remains intact.
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