CRCL
Circle Internet Group$94.59live · 9h agoTotal predictions
2
Hit rate
N/A
0 hits, 0 misses, 0 partial
Pending
0
Bull / Bear
0 / 2
direction split
YouTubers covered
1
Not enough data to plot yet.
Predictions (2)
Meet Kevin2 callsBearish
Kevin thinks the long-term utility case for stablecoins (and by extension Circle) is weakened by the rise of FedNow and real-time payments, viewing this as a structural headwind to transactional stablecoin growth even as near-term price action is driven by regulatory news.
Earlier thesis (1)
Kevin notes Circle sold off roughly 10% on the failed Clarity Act vote, similar to Coinbase, since the bill would have clarified stablecoin yield rules. Separately, he holds a longer-term bearish view that the rise of real-time payment systems like FedNow structurally undermines stablecoin transactional demand.
Bear—I personally still believe that over time the usefulness of stable coins has been damaged by Fed Now and a real-time payments... I think th…unverifiableSep 15, 2026Bear—I personally still believe that over time the usefulness of stable coins has been damaged by Fed Now and a real-time payments.unverifiableSep 15, 2026