Circle Is Wildly Undervalued At Under $30B Market Cap
Core Insights - Circle Internet Group (NYSE: CRCL) is the issuer of USDC, recognized as the world's largest regulated stablecoin, which has gained legitimacy following the passing of the GENIUS Act in the US [1]. Company Overview - The company operates with a focus on maximizing future streams of passive cash flow rather than short-term trading profits, adopting a business owner's mindset [1]. - The investment strategy involves treating the portfolio as a conglomerate, where each position is viewed as a subsidiary, and cash flow generated is reinvested to expand recurring cash flow [1].