Sorry Circle, I love you but it’s time.

Marketcap the same as total USDC supply is simply insanity, and that short squeeze won’t last for ever.

Will flip long eventually, but for now I’ve got to start building a short, because even with your network live, the upside simply isn’t there near term.

People are valuing you by your competitor when you’ve got an entirely different approach, revenue structure and strategy.

Hope some early employees got some money off the table here though! God speed! 🫡