Stablecoins Are About to Eat the Banking System — And This ONE Crypto Stock Holds the Keys
"What Bitcoin did to gold, Circle is about to do to banks."
Anon VC, probably.
If you're sleeping on stablecoins you're about to miss crypto’s next $2 TRILLION breakout.
The Alpha:
The GENIUS Act just passed the U.S. Senate making fully backed stablecoins the new standard
Circle ($CRCL) is the only public pure play stablecoin issuer
Stock up 5x since IPO but Seaport just slapped a $235 price target on it
Their new Payments Network lets banks, fintechs, and retailers tap USDC for real-time money movement
This isn’t a token.
This is crypto’s bridge to Wall Street and it’s just getting started.
Why This Matters
Most people see stablecoins as "boring"
That’s the opportunity.
Stablecoins are becoming the infrastructure layer for:
DeFi growth
Global remittances
Tokenized real world assets
On chain FX
Crypto powered e-commerce
Circle is monetizing all of it 95%+ of revenue from U.S. Treasury yields. And now they’ve got full regulatory clarity.
This is how crypto finally scales beyond the casino.
The Play:
You either front run the institutions, or you buy when CNBC tells you to. Circle is quickly becoming the BlackRock of crypto money regulated, scalable, and plugged into the global financial system.
Circle is not a meme. It’s infrastructure.
What Do You Think?
Are you bullish on regulated stablecoins?
Will Circle break $300 in this cycle?
Save this if you’re watching the next wave
Share with your crypto circle and compare notes
