CRCL directional thesis
Circle's revenue rises as USDC becomes the dollar rail for international payments, where wires and cards are slow and costly and stablecoins quietly settle the gap.
“Yeah, I was reading an article in The Economist a couple of weeks ago about stablecoins going through a boom last year and then going through a bit of a winter or like a maybe just a, you know, stable volumes through the earlier part of this year. What are you seeing in terms of demand or tickets or usage of stablecoin-related features in fintech broadly?”97:28claim_id
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