$CRCL has an interesting catalyst coming up with Arc launching on September 16.
Circle is putting serious institutional names around USDC, including BlackRock, Visa and Mastercard. But the part I’m watching isn’t just the launch.
It’s whether Arc can turn all that institutional activity into actual platform revenue.
Circle’s business is still heavily dependent on reserve income, so Arc proving it can diversify revenue could be a much bigger story for $CRCL.
I’m watching the setup on BingX.
#CRCL #USDC
Circle is putting serious institutional names around USDC, including BlackRock, Visa and Mastercard. But the part I’m watching isn’t just the launch.
It’s whether Arc can turn all that institutional activity into actual platform revenue.
Circle’s business is still heavily dependent on reserve income, so Arc proving it can diversify revenue could be a much bigger story for $CRCL.
I’m watching the setup on BingX.
#CRCL #USDC
