Roundtable 100 analyst reveals Circle’s surprising jump despite beaten-down stock

High interest rates aren't a burden—they are Circle’s biggest profit engine. While most firms suffer, Circle thrives by earning massive interest on the reserves backing USDC. We’ve entered a new regime where sustained high rates are a direct benefit, even if the stock has crashed 33% in the past year. With institutional giants like BlackRock and Visa already using these rails, is the market fundamentally mispricing Circle's future? Or is the stock drop justified?
This summary was generated by AI