We came across a bearish thesis on Circle Internet Group on Just Value’s Substack. In this article, we will summarize the bears’ thesis on CRCL. Circle Internet Group's share was trading at $83.46 as ...
Circle posted strong Q3 results, with revenue diversification efforts continuing to progress. CRCL's business is still heavily reliant on USDC issuance and short-term interest rates, though, making it ...