RamenPanda|May 25, 2026 16:27
crcl still has potential in the future, and I’m still holding some crcl.
But blockchain stocks are now more of a fringe investment, not part of the core hot sectors in US stocks like the full semiconductor supply chain.
When crcl truly achieves semiconductor-level CAGR and EPS guidance due to stablecoin payments, with high gross margin growth guidance, that’s when the real momentum will start.
For now, stablecoin payments are still a narrative, a storytelling track. It’s not like semiconductors, which have been proven as high-growth.
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