Who mentions $CRCL most on Surfaced?

@aleabitoreddit (Serenity) mentions $CRCL most — 73 mentions in the past 12 months.

When was $CRCL first mentioned on Surfaced?

The earliest tracked mention of $CRCL in the Surfaced archive was on Dec 15, 2025.

How many voices track $CRCL?

19 FinTwit voices have mentioned $CRCL 135 times in the past 12 months.

What kind of voices mention $CRCL most?

$CRCL is mentioned most by Semis voices on Surfaced.

$CRCL — FinTwit mentions on Surfaced

Recent calls

25 calls

@ftr_investorsJul 10, 2026 · 12:09 PM

$CRCL Circle received final OCC approval to launch Circle National Trust, a federally regulated national trust bank 🏦✅ A major step toward broader institutional adoption of stablecoins 🪙 https://t.co/0b7dkCGYLJ

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@stocksavvyshayJul 10, 2026 · 11:54 AM

$CRCL received final OCC approval to launch Circle National Trust as a federally regulated trust bank. The bank will custody digital assets for Circle and its affiliates and could later manage USDC reserves and serve select institutions. https://t.co/64BMe07Pu3

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@midascabalJun 30, 2026 · 7:23 PM

$CEPT is my potential 10x stablecoin + tokenization play that I believe will outperform $CRCL. $CEPT is merging with Securitize and backed by Blackrock + JP Morgan. Here's my in-depth analysis on $CEPT using @asymmetrix_xyz. TLDR: "Securitized is the essential plumbing for the multi-trillion-dollar institutional RWA tokenization market, backed by industry titans like BlackRock and J.P. Morgan" Follow for more FREE analysis on potential 10x companies.

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@aleabitoredditJun 4, 2026 · 2:00 AM

Well, looks like it’s that time of the year again for $COIN, $HOOD, $CRCL and co. So much for a “friendly administration” and “strategic reserve” if they’re trying to ram through Bank Lobbied Clarity Act bills… To ban any form of innovation or competition against banks, with things like yields. And nuking liquidity as they go (but strengthens the USD) Valuations do seem compelling again if you’re swing trading.

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@alphaticaioMay 26, 2026 · 1:34 AM

JUST IN: Circle Internet (CRCL) just picked up its first coverage from KeyBanc. Rating: Sector Weight (neutral). Analyst: Alex Markgraff. The data on CRCL right now: $113.12 close on May 22 +42.65% YTD from $79.30 year-end close 52-week high: $298.99 (Jun 23, 2025) Currently trading 62% below that high KeyBanc initiating at neutral on a stock that has already run 43% this year but is still down 62% from its peak. That tells you the analyst sees the move as fairly valued here, not chasing. Circle is the issuer behind USDC, the second largest stablecoin by market cap. The coverage initiation comes as crypto regulatory clarity continues to develop and stablecoin legislation moves through Congress. First institutional coverage is a signal worth tracking regardless of the rating. The question is who follows and at what price target. $CRCL

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@aleabitoredditMay 15, 2026 · 10:04 PM

@Partfortynineg1 $54 x 2 =$108 with $CRCL https://t.co/2LaN9mX322

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@aleabitoredditMay 14, 2026 · 11:32 PM

Not a fan of $CBRS, especially at ~$90B-100B MC valuations. But I do like the company. There’s a lot of short term valuation disconnects with float dynamics after IPO as seen with $CRCL or $BULL though. So would not be surprised if it ends up trading at absurd valuations for a short time until things correct.

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@wolfgangkasperMay 4, 2026 · 5:00 PM

$CRCL not slowing down regardless of macro! Clarity Act insiders must be accumulating. What comes next: The Senate Banking Committee’s earliest available markup window is the week of May 11, with Memorial Day recess starting May 21.

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@stocksavvyshayApr 29, 2026 · 6:15 PM

$META is launching stablecoin payouts for creators through Stripe using $CRCL stablecoin on Solana and Polygon. The rollout starts in Colombia and the Philippines marking Meta’s return to stablecoin utility without building its own Libra-style token. https://t.co/eLbZ8HhzGQ

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@aleabitoredditApr 13, 2026 · 1:22 AM

Let's get this straight: The Clarity Act is a bank lobbyist bill. Where JPM and others lobbied both sides to get control over digital assets / $CRCL stablecoins. $COIN is probably going to sell out the industry because they got their conditional banking charter approved. But effectively, this bans competition in yields: -> So banks can continue offering .3% interest checking accs. Instead of handing out 4.3% treasury yields and keep the 4% difference. -> Hands them chokepoints over on/off-ramps and stablecoins. -> Bans any non-banks from offerings, like startups giving out 4.3% yields by holding stablecoins. Their claim? 1. “Safety”. These are the same institutions that operate on fractional reserve models and would GG on a bank run vs. 1-1 collateralized tokens. 2. “Just become a bank”. While they secretly lobby behind the scenes to prevent any new competitive firm from becoming a bank. If you want to see how it's things are doing under this administration: Just look at how things are going. Any genuinely helpful to retail are just going to get banned.

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@aleabitoredditApr 4, 2026 · 4:41 PM

Just in case you’re wondering why I’m bullish on $CRCL and Stablecoins. 8605 subscribers at $1.00: -> $1595. Not even including int. like Canada paying 46% more (2 CAD vs $1 USD subscription) and the FX/rounding disappearing into the void. I’m not here for subscription revenue so I don’t plan on changing anything. But just found this pretty amusing even if you factored in pro rata or holds/delays. You would reduce 30% App Store fees, Stripe card TX fees, and other black box fee mechanisms like foreign currency rounding. Stablecoins are definitely the future, and you can already see banks trying to control it with Clarity Act lobbying.

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@aleabitoredditMar 27, 2026 · 9:35 AM

Can someone tell me honestly what the accomplishments of David Sacks “Tzar" position was? > Billions of Liquidity drained from Bitcoin, Ethereum, and Altcoins into Trump Coin and Melania Coin > GENIUS Act passed and banned stablecoin issuers (like $CRCL and Tether) from paying interest, which would compete vs Banks > Attempted to push through legislation that would hand all control over Crypto chokepoints over to banks through Clarity Act. > Attempted to ban Stablecoin related 3rd parties from giving yields through the Clarity Act > Attempted to ban non-USD denominated stablecoins like DAI (liquidity drain). > Banks still don't onboard crypto companies and will ban you from onboarding. > There's literally only a few in the US that do like Cross River or Customers Bank? Nothing that we elected him for was accomplished aside from Crypto companies having the "option" to apply for Banking Charters. But only people close to the administration like Andruil’s founder got a pass? Not any actual crypto companies? And now big Banks will have all the major chokepoints soon? This was the biggest transfer of wealth and bloodbaths in the crypto industry to date. Even Ethereum is higher when Gary Genseler was in office.

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@aleabitoredditMar 24, 2026 · 8:16 PM

@MatthiasJe21304 Yes I've always been an outspoken critic of Clarity Act since that's a poison pill by banks for the crypto industry and $CRCL. It's always been known they would try and draft legislation banning yields. But we'll see what the final outcome is. It's a legitimate and material risk to stablecoin circulation.

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@stocksavvyshayMar 24, 2026 · 2:27 PM

$CRCL falls ~15% after the CLARITY Act deal signals no yield on stablecoin balances by allowing only activity-based rewards. That weakens a key part of the bull case by making USDC harder to evolve from a payments utility into a real store-of-value product. https://t.co/SpkvPHVKgE

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@aleabitoredditMar 12, 2026 · 8:37 PM

$RDDT is getting ridiculous. Looks completely mispriced. Now down 40% over the past few months. If you strip out carry-forward losses, their net profit is ~28% of revenue, which is absolutely enormous. And they’re growing forward revenues 50%+ Y/Y after 70%+ Y/Y growth. If you ever look at $META, you know how much revenue can be optimized/user. There’s an incredibly high ceiling for monetization with Reddit. It’s already derisked since IPO since Reddit is now one of the fastest growing and highest margin companies in the market. One day if it pulls a $CRCL post earnings, we’ll look back and wonder how this was valued at $24 billion MC.

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@aleabitoredditMar 9, 2026 · 6:46 PM

$CRCL is now at $109. Circle has increased more than 100% to $109... Since my post at $54. This was 1 month ago. I really love going back and seeing all the bearish comments claiming it would "Go down"50%" or "chart looks ugly" so it ends up at $20. Everyone on X was bearish on $CRCL at $50, but now that it's back at $100, people are bullish again. The market is the final arbiter of right and wrong. But the biggest lesson: Look at underlying fundamentals, not the chart.

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@stocksavvyshayMar 8, 2026 · 9:54 PM

$CRCL & Stripe are racing to build payments systems for a world that doesn’t exist yet. One where autonomous AI agents transact millions of times a day settling in stablecoins instead of swiping credit cards. https://t.co/0jU6IsvOgj

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@aleabitoredditMar 3, 2026 · 7:15 PM

$CRCL is a good lesson why fundamentals matter more than stock price/charts. Things to watch are USDC supply, interest rates, and Clarity Act. Not whether or not sentiment is bad or if the XYZ TA says it’s going to $30. Everyone on X was rushing to buy this at $200 but chickened out at $50.

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@midascabalFeb 25, 2026 · 6:59 PM

$CRCL up 30% as it reports strong earnings and 72% Rise in USDC circulation. Whose holding $CRCL? https://t.co/AfGDu8tXoS

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@aleabitoredditFeb 3, 2026 · 4:34 PM

I really, really like $CRCL at $54. Valuation has been completely reset back to $12B MC. Everyone was rushing to buy it back at $150-200 but at $54, it's a ghost town. USDC supply still $70B+ and I expect stablecoins to continue growing in usage. https://t.co/R2Habycf7d

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@aleabitoredditDec 22, 2025 · 12:51 AM

@junglimoney Low interest rates does affect $CRCL and this is the main bear case thesis. However, low interest rates environments would unlock more supply in USDC + more volume/transactional based revenue compared to high interest from treasuries. Circle would need to monetize transactional volume over interest (which makes up 90%+ of their profits) My argument above is that people shouldn’t value it like a fintech though. If it becomes the digital federal reserve and USDC is the de facto settlement currency of the dollar online, both the network and the issuer is worth way beyond traditional valuations

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@aleabitoredditDec 21, 2025 · 10:33 AM

The 1000%+ Circle Thesis: USDC and the Rise of a Private-Sector Federal Reserve. Circle $CRCL, alongside names like $NBIS, is now my high-conviction long going into 2026 for one reason: Circle has become the private-sector extension of the US Treasury. At a $18B MC. A 10x+ generational opportunity capitalizing on the monetary shift on the Dollar becoming programmable and purely digital. Circle is not a fintech company. It shouldn't be valued like a traditional one. It's a national security interest of the US Government as the digital money printer. Here's the qualitative reasons to long Circle: 1. Circle Buys US Debt and collects interest as the private-sector extension of the US Treasury. - As USDC market cap expands, Circle buys more short-dated US Treasuries. They are becoming one of the largest single holders of US debt in the world. - In an era where BRICS and other blocs are trying to de-dollarize, the US government needs a digital dollar export. Circle spreads USD hegemony instantly to anyone globally, bypassing local banking restrictions. - Circle becomes an effective "short" against other foreign currencies (with low interest or devaluation) -> convert local currencies to Circle (USD) -> buy into the US debt. For $CRCL: The US government cannot afford to let Circle fail. It has an implicit "state-backed" strategic moat that traditional fintechs do not have. At an $18B valuation. 2. Network effect: Circle + USDC has already captured the network effect. - There's hundreds of stablecoins now. Paypal USD, FDUSD, USD1, USDe, and many more to come. But Circle + USDC has already captured the network effect for the US markets (USDT, is still widely used internationally). Everyone settles with Circle USDC now, whether that's Visa, Stripe, Banks, or more. The network effect is why Meta/Reddit have their moats. Or why Bitcoin has a 1.5T+ market cap. And exactly why USDC won't be displaced by new stablecoins. USDC has already become the standard for settlement, issuance, storage, and cannibalizes all former settlement methods from T+2 or more rails such as Swift/ACH. Circle has secured the ultimate network effect both in adoption + agreed upon settlement infrastructure. With this, as more usage grows -> Circle prints more money. 3. The Private-to-Public Lag: Lot of people don't know but I help SV venture capital firms with DD as well for fintech Seed/Series A/B type investments on the side. From personal experience, I've seen a record breaking amount of funding pour into USDC-related companies: whether that's Stablecoin Neobanks (banks like Mecury, just powered by USDC) or settlement infrastructure with USDC. And of course many public-news about private sector acquisitions such as Stripe acquisition of bridge for $1.1B or Banks starting to look into M&A to create USDC related products. Many years ago this was AI and we've seen it come into fruition from Anthropic to NVDA's rise a year or two later. Now it's stablecoins + USDC. Public markets are lagging indicators and they haven't priced in the inevitability of USDC becoming the agreed upon settlement rail (Bitcoin for digital gold, USDC for USD/settlement). We've seen a selloff of Circle mainly due to float dynamics, but we'll likely see hedge funds try and accumulate control of the future money printer of the USD. _ $CRCL isn't just a "crypto stock" or "fintech company" and shouldn't be valued like one (especially pricing profitability from interest rates cuts). It's basically the private sector digitization of the US dollar. Ever since the GENIUS act, we're seeing companies like Circle file for charters, and effectively connect USDC into the federal reserve system. And now we're finally seeing the start of a new Central Bank Digital Currency, but this time issued and privatized through Circle. Go extraordinarily long on Circle at $84 ($18B MC) as both a geopolitical instrument, standard settlement currency, and as the private sector extension of US Treasury.

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@investmentguru_Dec 17, 2025 · 12:13 PM

$CRCL is on the move! Up nearly 10% yesterday as it shifts from stablecoin issuer to federally regulated digital bank. OCC approval & Abu Dhabi license Visa integration for instant USDC payments Cross-chain tech & enterprise privacy upgrades Impact: •$Ethereum → global settlement layer •$Solana → high-speed payments USDC is no longer just crypto—it’s becoming mainstream financial infrastructure.

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@spotgammaJun 20, 2025 · 3:36 PM

$CRCL is a 0DTE paradise, with nearly all the volume tied to todays OPEX. The stock is up 175% from the IPO a few days ago...and I hear robinhooders got in on that allocation. All this has the IV's up near 200% compelling me to sell a single long dated call. I'd sell more but I dont want to get Melvined.

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@benitozJun 18, 2025 · 11:06 PM

Circle’s $CRCL blockbuster IPO and the rise of USDC stablecoins aren’t just fintech buzz they’re reshaping the payment world and directly challenging Visa $V & $MA Mastercard’s dominance. Here’s why it’s a zero-sum game for payment giants: https://t.co/OqCUK8rMP5

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