I just bought some shares in Circle Internet Group

Mats-Invest · 2026-02-25T20:01:42.327445Z

I have just Circle Internet Group $CRCL at 79 $ and + 33% today. A small position. They reported Q4/2025 today. Why did you buy? You can see that here. This is my first reel recorded in one take, I didn't want to cut, just share the info. I know it still seems unsure, but never mind, I'm learning. It had to come out. https://www.instagram.com/reel/DVMXUHVjnAv/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== Or on the slides and in the text here in abbreviated form below. As always, there is risk and it is risky and can become very volatile in the short term, but I am optimistic in the medium term ;-) P.S: sorry for small typos in the pictures. The thing had to come out. It was too hot ;-) 1. business model: What does Circle do? USDC: The digital dollar (stablecoin) 💵 Interest income: Profits from $75 billion cash reserves 🏦 Web3 infrastructure: Global payment in seconds ⚡ Quasi-monopoly: Regulation & compliance as a protective wall 🛡️ 2. the crisis after the IPO Crash: approx. -50% from peak to yesterday 📉 Reasons: Lock-up expirations & fear of interest rate cuts 🔓 Today: Share price jumps +30 % (79.95 $) after record figures 🚀 3rd hammer results (Q4 2025) Turnover: 770 million $ (+77 % YoY) 📈 Profit (EBITDA): $167m (+412 % YoY) 💰 Transactions: 11.9 trillion $ (+247 %) 🌐 Net income: $133 million (after a loss in the previous year) ✅ 4. who buys the share? Whales are getting in: Vanguard (+61.6%), Renaissance Tech (new entry) 🐳 Insiders: Early VCs (General Catalyst) have cashed out 🔚 Growth Outlook: 40% long-term volume growth 📊 5. valuation: Expensive? P/S: 0,01 | P/E RATIO: approx. 41 📉 PEG ratio: 0,5 (growth beats price) 🎯 Verdict: Share grows faster than the price! ⚡ 6. conclusion & risks Opportunities: Massive gains & global adoption 🌍 Risks: Interest rate dependency & risk of correction after 30% run ⚠️ Disclaimer: No investment advice! Own risk! 🛑

I have just Circle Internet Group $CRCL (+1,44%) at 79 $ and + 33% today. A small position. They reported Q4/2025 today. Why did you buy? You can see that here. This is my first reel recorded in one take, I didn't want to cut, just share the info. I know it still seems unsure, but never mind, I'm learning. It had to come out.

https://www.instagram.com/reel/DVMXUHVjnAv/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA==

Or on the slides and in the text here in abbreviated form below. As always, there is risk and it is risky and can become very volatile in the short term, but I am optimistic in the medium term ;-)

P.S: sorry for small typos in the pictures. The thing had to come out. It was too hot ;-)

1. business model: What does Circle do?

USDC: The digital dollar (stablecoin) 💵
Interest income: Profits from $75 billion cash reserves 🏦
Web3 infrastructure: Global payment in seconds ⚡
Quasi-monopoly: Regulation & compliance as a protective wall 🛡️

2. the crisis after the IPO

Crash: approx. -50% from peak to yesterday 📉
Reasons: Lock-up expirations & fear of interest rate cuts 🔓
Today: Share price jumps +30 % (79.95 $) after record figures 🚀

3rd hammer results (Q4 2025)

Turnover: 770 million $ (+77 % YoY) 📈
Profit (EBITDA): $167m (+412 % YoY) 💰
Transactions: 11.9 trillion $ (+247 %) 🌐
Net income: $133 million (after a loss in the previous year) ✅

4. who buys the share?

Whales are getting in: Vanguard (+61.6%), Renaissance Tech (new entry) 🐳
Insiders: Early VCs (General Catalyst) have cashed out 🔚
Growth Outlook: 40% long-term volume growth 📊

5. valuation: Expensive?

P/S: 0,01 | P/E RATIO: approx. 41 📉
PEG ratio:
0,5 (growth beats price) 🎯
Verdict: Share grows faster than the price! ⚡

6. conclusion & risks

Opportunities: Massive gains & global adoption 🌍
Risks: Interest rate dependency & risk of correction after 30% run ⚠️
Disclaimer: No investment advice! Own risk! 🛑

TradingHase@TradingHase

7Mês

I had already bought the share months ago in my gq-Community experiment and was already 60% down and had already written off the position internally.
I no longer thought this development was possible. Perhaps there will be an unexpected success after all. 😊

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Mats-Invest@Mats-Invest

@TradingHase I believe it. That's why I bought at +33%. I very rarely do that. In this case an exception, as the share has been beaten down so much and has potential. Circle is the new Bitcoin (at least I hope so).😉

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@Mats-Invest I wouldn't mind 😉

@TradingHase It's going well so far. I'm up 16%. But it's going to be a wild ride ;-)

@Mats-Invest My minus is getting smaller and smaller. I am thrilled 😊

@TradingHase Be optimistic. The thing will keep going now.

BeachPlease@BeachPlease

Are you writing from US1725731079 ?
I'm confused 🫤

@BeachPlease Sorry for the confusion. It is of course about $CRCL Here is the clarification:

Circle is the brand, Circle Internet Financial is the company that provides the services, and Circle Internet Group is the listed parent company. So these are not two different companies, but different levels of the same corporate structure.

@Mats-Invest I'm even more confused, where did you buy them today for $79, H/L today was 126/119

@BeachPlease Forget it, the post is 2 weeks old, sorry

I just bought some shares in Circle Internet Group!