.@Circle (the USDC issuer) is ripping everything up on the stock market 💵. Its entry was sensational: with an IPO price of $31, the stock closed at $83 on the 1st day... and is now trading at more than $200 What for? Because the planets align: The support of solid institutions (BlackRock, Ark Invest), a regulatory framework that is becoming clearer at the right time in the USA 🇺🇸 (GENIUS Act) and above all still high key interest rates that boost profits from dollar reserves (which are the very basis of stablecoins) The bet is simple: Circle is a regulated and publicly traded USDT. When you see Tether's revenues, you understand why investors are rushing to buy it But this stock is more than just following the crypto market: it is creating a new class of securities in my opinion. Unlike techs, Circle is almost counter-cyclical When the Fed raises rates → its revenues rise When the Fed lowers them → they will automatically fall In short, it's the opposite of most growth or tech assets: a crypto asset, but one that reacts differently to changes in rates. An anomaly that attracts and balances a portfolio