🔥 【US Stock Cryptocurrency Concept Stocks Frenzy: Is It a Bubble or a New Era?】
In 2025, the cryptocurrency industry officially 'invaded' Wall Street—Coinbase entered the S&P 500, Circle's IPO surged 600%, MicroStrategy's market cap exceeded $100 billion due to Bitcoin reserves... The boundaries between traditional financial markets and the crypto world are collapsing.
💼 Who is really making money?
1️⃣ Coinbase is the invisible winner
On the surface, Circle (CRCL) skyrocketed, but Coinbase quietly takes half of USDC's profits
Silently acquired Deribit and launched the Base chain, planning more aggressively than the market expects
2️⃣ The 'MicroStrategy Trap'
MicroStrategy (MSTR) hoarded coins by issuing bonds, with a market cap exceeding $100 billion, but an 84% debt ratio
GameStop (GME) followed suit buying BTC, leading to a 23% drop in stock price—not all companies are called MSTR
SharpLink (SBET) announced the purchase of ETH, resulting in a 650% stock price surge, only to fall back to square one within a week
Three companies openly built positions in XRP, with stock prices all plummeting
Trump concept stock DJT: buying BTC while issuing bonds, while being investigated by the SEC
🧠 My controversial views
Long-term optimism for Circle (CRCL): stablecoins are a necessity, and policy dividends have just begun
Coinbase (COIN): the 'regular army' of US crypto, capitalizing on compliance benefits
💡 What can ordinary people do?
1️⃣ Don't FOMO: cryptocurrency stock volatility is greater than BTC, be mentally prepared for zero
2️⃣ Focus on cash flow: Circle and Coinbase have real income, while many other companies are gambling for their lives
3️⃣ Wait for a pullback: CRCL's P/E ratio has exceeded 300, with a significant bubble component
This game of capital has just begun
When even shoeshiners are discussing crypto stocks, how far are we from a collapse? 🚨