$CRCL From a low of 57 dollars in August all the way up to 103 dollars—actually, the logic isn’t that complicated.
$BTC Strong momentum + expected CLARITY Act + the mainnet launch on the 16th—three major positives pushing upward all at once, so the stock price naturally got lifted.
But now the awkward part has come: either these three positives have already played out, or they haven’t been fully realized yet. So a pullback right now doesn’t seem strange at all. Even personally, I feel this round with $crcl might not be finished falling. If you really want to buy, you can wait a bit longer.
Crypto stocks and $btc are still too highly correlated. The Fed’s rate decision tonight is another big variable. If a rate hike is confirmed, it could lead to a rather abstract kind of market move: bad news gets priced in → U.S. tech stocks rebound. But $btc may not necessarily follow. And don’t forget, the CLARITY Act isn’t a normal kind of positive for $CRCL . Circle itself is a stablecoin issuer—if the bill continues to drag, its impact on Circle would be more direct than for most general crypto concept stocks.
So at this level, I’d rather wait.
#美联储加息是否已成定局
$BTC Strong momentum + expected CLARITY Act + the mainnet launch on the 16th—three major positives pushing upward all at once, so the stock price naturally got lifted.
But now the awkward part has come: either these three positives have already played out, or they haven’t been fully realized yet. So a pullback right now doesn’t seem strange at all. Even personally, I feel this round with $crcl might not be finished falling. If you really want to buy, you can wait a bit longer.
Crypto stocks and $btc are still too highly correlated. The Fed’s rate decision tonight is another big variable. If a rate hike is confirmed, it could lead to a rather abstract kind of market move: bad news gets priced in → U.S. tech stocks rebound. But $btc may not necessarily follow. And don’t forget, the CLARITY Act isn’t a normal kind of positive for $CRCL . Circle itself is a stablecoin issuer—if the bill continues to drag, its impact on Circle would be more direct than for most general crypto concept stocks.
So at this level, I’d rather wait.
#美联储加息是否已成定局
