Kay Capital
Kay Capital|Apr 01, 2025 15:02
The best stage for Circle's stock logic is the interest rate hike cycle+Crypto bull market, but this scenario would not have been considered valid if we hadn't witnessed it firsthand in the past two years. And now it's a cycle of interest rate cuts and a bear market in crypto, which looks like a bad timing for Davis' double kill. Does it seem like the worst time to go public? I don't understand, please feel free to correct me.
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