$Circle(CRCL.US) Many people in the community are probably going to be proven wrong. No need for lengthy explanations, just think about a few basic points: 1. Is there any potential for imagination in AI agent payments and real-world asset tokenization? If not, companies like Visa and Mastercard wouldn't be planning things like OUSD. From the perspective of strengthening the ecosystem moat, these companies are bound to do this; 2. For the two major areas mentioned above, CRCL is still only in the "pie-in-the-sky" stage and hasn't produced impressive data. The market still prices its stock core based on "dividend yield"; 3. If any random stablecoin issuance could kill USDC, then frankly, what's the value of USDC's existence? All the narratives around stablecoins are just nonsense.

I've been following Circle this company. At this stage, I can't say I'm optimistic, as it's still just a "dividend yield" company. But seeing someone in the comments say the stock price will reach $10, personally, I think that's too ridiculous.