2026-03-24 · risk_signal · high
The Clarity Act is a poison pill by banks for the crypto industry and poses a material risk to stablecoin circulation.
source postTicker thesis
CRCL · Circle Internet Group
dormantstatus
+76.98%display return
58.86entry / signal day
104.17current
Opened 2025-09-16 · conviction medium. Max runup —; max drawdown —.
Bullish on $CRCL and stablecoins due to subscription revenue advantages from FX rounding and fee reduction, despite not focusing on subscription revenue.
symbol: CRCLCircle Internet Groupcornerstones
Price record
Entry, today, now.
Entry date2026-02-02
Entry / signal-day close58.86
Today open—
Today high / low— / —
Current quote104.17
Live return from entry+76.98%
Backtest +7d / +30d+2.11% / +78.85%
Quote timestamp2026-05-27
Source: ticker thesis extracted from public posts; prices from Cornerstones first, Yahoo fallback/backtest where needed. Primary=cornerstones; fallback=yahoo.
entry source postTradingView
Source trail
Posts linked to CRCL.
2026-02-01 · new_thesis · high
Kevin Warsh as next Fed chair will have nuanced impacts: bullish on AI/semis, banking, small-caps, and crypto; bearish on metals, renewable energy, China/HK, EM; mixed on housing and Europe.
source post2026-02-03 · risk_signal · medium
Regulatory risks from the CLARITY act could eliminate yield on USDC deposits, hurting Circle's business model, especially combined with rate cuts and lower supply.
source post2025-10-25 · risk_signal · medium
CRCL faces massive dilution risk from December lockup expiry, with 77.6% of Class A shares unlocking, representing 463% of IPO float. Suggests shorting CRCL and hedging with long COIN.
source post2025-09-16 · thesis_update · medium
CRCL is a great short if it trades above 1/2 of COIN because interest income is split 50-50.
source post2026-04-13 · risk_signal · medium
The Clarity Act is a bank lobbyist bill that gives banks control over digital assets and stablecoins, bans non-bank competition in yields, and harms retail-friendly innovations. Coinbase may sell out the industry due to its conditional banking charter.
source post2025-07-03 · risk_signal · low
Warning on lockup dilution risk for BULL and CRCL
source post