Added to YB: 2026-07-16
Pitch date: 2026-07-13
CRCL [neutral]
Circle Internet Group, Inc.
+6.54%
current return
Author Info
GabGrowth writes about asymmetric investments that go unnoticed, with a deep focus on emerging markets. Sign up for the newsletter.
Company Info
Circle Internet Group, Inc. operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.
Market Cap
$15.7B
Pitch Price
$61.66
Price Target
N/A
Dividend
N/A
EV/EBITDA
-109.55
P/E
-906.96
EV/Sales
4.95
Sector
Software
Category
N/A
Open USD: The $15 Billion Question for Circle
CRCL (update): Fell 17% to ~$66 (~$15.7B cap, -70% from highs) on Open USD launch, a 140+ co consortium stablecoin (Visa, Stripe, BlackRock, Coinbase). Author sees terminal margin risk, worse Aug Coinbase renewal, distribution repricing. But cites failed precedents (Libra, USDG, CurrentC). Watching.
Read full article (5 min)