6/23/25 :: VROCKSTAR :: 
COIN
If u like
CRCL u should like COIN better
- hard enough to own a lot of things long
- butCOIN basically keeps majority of the economics it generates w/ CRCL's chitstablecoin called USDC
- nevermind it's trading at a similar valuation with fin metrics that are literally MULTIPLES larger (3-5x) thanCRCL
- anyway.
- buyCRCL at your own peril. and perhaps the more obvious pair here than even 
FI would be long COIN and short CRCL (I have put this on FWIW)
- the idea would be to useCRCL short profits to either move into cheaper COIN or $obtc. if CRCL continues to run, i'd guess the beta on COIN is now going to catch a wind as well and IV is a whole lot cheaper (on the long side) and the nominal px's for each r roughly similar $300
- gl to all.
- stay frosty :)
V
COINIf u like
CRCL u should like COIN better- hard enough to own a lot of things long
- but
COIN basically keeps majority of the economics it generates w/ CRCL's chitstablecoin called USDC- nevermind it's trading at a similar valuation with fin metrics that are literally MULTIPLES larger (3-5x) than
CRCL- anyway.
- buy
CRCL at your own peril. and perhaps the more obvious pair here than even FI would be long COIN and short CRCL (I have put this on FWIW)- the idea would be to use
CRCL short profits to either move into cheaper COIN or $obtc. if CRCL continues to run, i'd guess the beta on COIN is now going to catch a wind as well and IV is a whole lot cheaper (on the long side) and the nominal px's for each r roughly similar $300- gl to all.
- stay frosty :)
V
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The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.