6/23/25 :: VROCKSTAR ::
FI
If you like
CRCL u should like
FI more
- all banks will have their own stable coins
- but for a player like FI what makes their launch so unique is that it can/ will likely be used for much more txn volume than any given bank based on their payments role/ pole position
- at 4.5% fcf yield, growing just fine, stock isn't an obvious buy
- but given the px action on $crcle (which now trades above it's USDC mkt cap - go figure), and the scarcity of stable-coin beta (apparently this one is getting all the attention), it wouldn't surprise me if
FI gets some love - and at least you're more protected on the downside valuation-wise (
CRCL is just... odd. careful fam).
flagging
V
If you like
- all banks will have their own stable coins
- but for a player like FI what makes their launch so unique is that it can/ will likely be used for much more txn volume than any given bank based on their payments role/ pole position
- at 4.5% fcf yield, growing just fine, stock isn't an obvious buy
- but given the px action on $crcle (which now trades above it's USDC mkt cap - go figure), and the scarcity of stable-coin beta (apparently this one is getting all the attention), it wouldn't surprise me if
flagging
V
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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.