$Circle Internet Corp.(CRCL)$ Circle dropped after earnings, but honestly I think the market is overreacting.
Yes, the stock pulled back… but the actual numbers were solid. Revenue and reserve income came in strong, net profit jumped a lot YoY, and EBITDA growth was impressive. For a company in this space, those are not small achievements.
Circle’s core business — especially USDC — is still growing steadily. Whether people like it or not, stablecoins are becoming a bigger part of global payments and on-chain liquidity. Circle is one of the key players, and that positioning doesn’t disappear just because the stock dips on earnings day.
The part that caught my attention:
Even with the volatility in crypto, Circle continues to grow its revenue base. That says a lot about the underlying adoption they’re getting from exchanges, fintech partners, and now more traditional institutions.
To me, this looks more like a “good earnings but bad market mood” reaction. If it keeps dipping toward the low-80s range or even under $90, I think it could be a decent opportunity.
Not financial advice — just sharing my view. I’m keeping this one on my radar. 👍
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