💵 CRCL: real-world payments are the growth test

CRCL closed at $91.78. Circle’s recent deal with SAP-backed Tereina aims to bring USDC and EURC payments into enterprise workflows.

My lean: cautiously BULLISH. If companies adopt stablecoin payments inside tools they already use, that could turn USDC’s reach into real utility. The question is whether adoption can grow fast enough to offset Circle’s sensitivity to interest rates.

Would you trust stablecoins for everyday business payments?