USDC keeps getting good news Why isn’t $CRCL stock going up? 1. Prepping for takeoff Look at $TSLA and Nvidia before they took off— They both went through 1-3 years of consolidation. During that time, the paradigm shift was already visible, but very few people were driving Teslas or understood GPUs. Today, 99% of people still haven’t used stablecoins. Of those who have, 50% aren’t using USDC. And even fewer know that $CRCL is the parent company behind USDC. 2. Lag in financial reports If you look at companies like Micron, Samsung, and SK Hynix— After the AI boom and the launch of ChatGPT, it still took 1-2 years for memory chips to take off. Why? Because company performance didn’t immediately reflect the boom. Now, after a massive rally, their financials show insane profits. But would you have dared to buy back then? For $CRCL, it’ll take time for its scale to show up in financial reports. This could even take 5+ years. 3. Building consensus Even if you look at $TSLA’s financials today, they don’t fully justify its trillion-dollar valuation. But the consensus is already there. A new narrative has emerged, and many people believe in it. That belief supports the stock price. Right now, very few people know $CRCL uses USDC. And among those who do, most don’t recognize USDC’s value. The majority of stablecoin users are still using USDT. It’ll take time for people to realize USDT operates in a gray area, while USDC is fully compliant and legitimate. The key is for the remaining 99% of people to realize that stablecoins are the most universal payment method of the future. It’ll take 3-5 years for this consensus to form. When that day comes, even if $CRCL’s performance hasn’t skyrocketed, the stock will.