Added to YB: 2025-07-23
Pitch date: 2025-07-20
CRCL [neutral]
Circle Internet Group, Inc.
-71.46%
current return
Author Info
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Company Info
Circle Internet Group, Inc. operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.
Market Cap
$19.3B
Pitch Price
$226.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
-1.1K
EV/Sales
N/A
Sector
Software
Category
growth
Why everyone is wrong about Circle
CRCL (overview): Circle issues USDC stablecoin (2nd largest globally) with $60B circulation. 2024: $1.66B revenue (99% from 5% reserve interest), $156M net income. Profit margins impacted by high distribution costs (54% to Coinbase). Bull case despite rate concerns: essential infrastructure for bringing finance on-chain.
Read full article (4 min)