Circle: Buying The Clarity Act Confusion
Mandela Amoussou1.8K FollowersFollow5ShareSavePlay(14min)Comment(1)SummaryI am upgrading Circle Internet Group to Buy amidst market overreaction to the Clarity Act this week and Circle's robust regulatory positioning.CRCL’s OCC charter progress could transform reserve management, reduce OpEx, and solidify its regulatory moat.EURC’s rapid European growth and Arc blockchain’s upcoming mainnet launch diversify CRCL’s revenue beyond USDC interest income.I assign a $139 price target (~40% upside), justified by 50% EBITDA margins, regulatory tailwinds, and fintech infrastructure premium. jroballo/iStock via Getty Images I have covered Circle Internet Group (CRCL) twice here on Seeking Alpha. Both times I leaned toward a cautious Hold. I initiated coverage just after the IPO at ~$83, where there was an immediate ~$75 premiumThis article was written byMandela Amoussou1.8K FollowersFollowI started out as a crypto investor a decade ago and remain deeply active in the crypto space. I cover Bitcoin miners, digital asset treasuries, and crypto ETFs majorly, but I also seek alpha in tech equities, especially in emerging sectors like quantum computing and orbital intelligence. I have initiated coverage as a first analyst here on Seeking Alpha to cover names like SealSQ (LAES), Rezolve AI (RZLV), among others, with Buy ratings. Several of these tickers have delivered double to triple digit returns since initial coverage. I try to go beyond surface level metrics and headline numbers. I focus on fundamentals, capital allocation, momentum, market structure, and management execution. And most of all, your comments matter. Even the critical comments are very much welcome, as they improve my work and sharpens the analysis. I value thoughtful disagreements. I look forward to learning and compounding together in the market. Best, MandelaAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positi
