Q2 Stablecoin Giant Circle Slide
Circle Internet Group (NYSE: CRCL) After moving to sell 10 million class A stocks, the stock slipped with extended transactions and free markets and released on June 5 and cooled about 425%of a breathtaking rally.
The contract has 2 million new circles and 8 million shares from existing holders, and is related to the 30 -day option where insurance companies can purchase up to 1.5 million additional shares.
The new supply creates a protruding part with a spotlight for profitability and perfect execution.
After 6% sponsorship after time, the company announced a 10m proposal (2m stocks sold by the company, 8m from existing holders including management). The following is a list of everyone who sells. pic.twitter.com/qncdohloty
-Omar (@theoneanndomsy) August 12, 2025
This product consisted of a public company shortly after the first quarter of Circle. 2/4 sales increased by 53% year -on -year to about $ 665 million, narrowing narrow toppings.
The company still lost $ 448 million in net losses due to a one -time IPO fee, but the basic operation showed clear improvement.
Stablecoin growth remains an engine.
Executives have described USDC the fastest growing stabble coin over the past year. The circulation supply increased by 90% year -on -year, up to $ 61.3 billion on June 10, and $ 65.2 billion by August 10. Despite growth, USDC is still inferior to a significant margin than major competitors USDT.
The preliminary income led by the short -term finance that supports USDC has also risen sharply, strengthening the direct relationship between asset support and profit intensity.
In addition to the numbers, the company’s strategy continues to expand.
Circle Previewed ARC, a network that will be released in the second half. The goal is to provide faster, predictable and inexpensive blockchain fees for institutions.
The company also deploys arc and extensive payrails to take advantage of the increase in the use of the dollar digital currency through the US policy framework under the genius law.
Despite the positive movement of Circle, Wall Street is still separated. Compass Points maintain Bearish with sales and $ 130 goals, while port research is optimistic with the goal of purchasing and $ 280.
Encryption in mid -August is not found by chance.
Other encryption -related stocks have witnessed the price drop.
Bitcoin Depot fell 14.3%of the free market on August 12, resulting in high profits in the second quarter and hurt with dilution. The coinbase slipped after imports and weighted by regulations and weak markets.
Bitcoin warehouse, $ BTMQ2-25. result:
EPS: $ 0.16 🔴
💰 Revenue: $ 172.11m 🟢
📈 Net profit: $ 12.32m
Sales and profits raised YoY as they expanded Kiosk, high -volume margins and EBITDA growth. pic.twitter.com/eou3djtev0-Gnock time (@earnings_time) August 12, 2025
Nevertheless, the foundation provides support. Bitcoin Depot’s revenue is increasing, Coinbase maintains its scale and institutional range, and Circle is associated with stablecoin and institutional products.
The fullback resets the evaluation, and if the liquidity and the macro trends are improved, catalysts such as user growth, product expansion and warm chain can be rebounded to increase the stock price.
