Circle (CRCL) IPO Ignites Major Shift in Crypto Stocks

Circle Internet Group debuted on the NYSE (ticker CRCL) on June 5, 2025, at $31 per share and closed at $83.23, marking a pop of 168% and triggering a trading halt .

The IPO raised $1.1 billion (34 million shares issued), valuing Circle at approximately $18–21 billion .

The strong debut highlights growing interest in stablecoins and crypto infrastructure .

Impact on other crypto stocks:

Stocks like MicroStrategy (MSTR), Coinbase (COIN), and Marathon Digital (MARA) slid roughly 4–5%, as capital rotated from crypto stocks to Circle's hot IPO .

🔍 What This Means

Investor appetite: Circle's surge reflects renewed optimism in crypto-native businesses, especially stablecoin issuers.

Volatility ripple effect: Profitable IPOs can siphon liquidity from existing crypto-equity plays—classic “crowding out.”

Sector sentiment: The move sets expectations for more strong crypto stock debuts; however, fluctuations in Bitcoin will continue to sway these names.

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