Circle Internet Group Inc (CRCL) - Episode 144 - Nov 12, 2025
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Show Notes
Is the future of finance on sale, or is this the sound of a stablecoin giant crashing back to earth? Circle Internet Group ($CRCL) is the digital plumbing the market is betting on, yet the chart is flashing deep technical damage, and our free cash flow model screams "significantly overvalued." As the longest-ever government shutdown blinds the Fed and fuels market uncertainty, speculative money in the options pit is positioned overwhelmingly for a drop. We break down what the market's really signaling and what's next for investors navigating this conflicted stock.