
CryptoCondom|Sep 24, 2025 16:13
Bought another tranche of CIRC puts today for portfolio downside protection & a long term swing trade. I dont know how many times I need to beat this drum but CIRC is going to 30.
⭕️Acceleration of rate cuts means greater loss of their bottom line
⭕️@Tether raising a giant chunk of cash suggests they want to go public as a direct CIRC competitor
⭕️CIRC gives away most of its revenue making its valuation unsustainable in the HTF
⭕️Unvest in Dec will tank the stock as VCs tp(CryptoCondom)
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