Coinbase Global
Short

Circle Collapse - Will COIN follow?

189
Circle stock has been on a wild ride lately

After a meteoric rise of over 700% since its IPO on June 5, it's now facing some turbulence:

- Today, the stock dropped nearly 16%, partly due to Cathie Wood’s ARK Invest selling $110 million worth of shares.

- Analysts are also sounding caution. Compass Point initiated coverage with a $205 price target—below its current trading price—citing rising competition in the stable coin space.

- Despite the dip, some still see long-term potential. A recent Forbes analysis explored whether Circle could hit $500 per share, driven by growth in USDC reserves and infrastructure revenue.

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