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Stock impact report

Circle: The Air Has Left The Balloon, But Stablecoins Are Here To Stay [Seeking Alpha]

Circle Internet Group, Inc. Class A (CRCL) 
Company Research Source: Seeking Alpha
USDC, CRCL's flagship stablecoin, posted 66% YoY revenue growth to $740 million and 57% adjusted EBITDA margin, underscoring strong profitability. Management guides for 40% CAGR in USDC circulation, but acknowledges growth headwinds from lower interest rates and competitive pressures. While not 'dirt cheap,' CRCL's GARP profile and secular stablecoin adoption thesis support expectations for double-digit returns over the long term. Looking for a portfolio of ideas like this one? Members of Best Of Breed Growth Stocks get exclusive access to our subscriber-only portfolios. Learn More » Getty Images Circle Internet Group ( CRCL ) has not escaped the volatility that hit high-growth stocks late last year. That volatility has coincided with lower interest rates and potentially slower USDC growth, which might have contributed to the downward pressure. Yet I More on my IG service Sign Up For My Premium Service "Best of Breed Growth Stocks" After a historic valuation reset, th Show less Read more
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