Author watches Circle as a pure money-supply-growth play on expected Fed easing and possible US deflation.
CRCL — WATCH The author watches Circle because it is a near-pure money supply growth play, down 70% after its IPO, that could efficiently capture monetary expansion. The driver is potential US deflation from AI/ML productivity gains and Trump's push for 1% rates, leaving room for easing with a new Fed Chair later this year. The catalyst is monetary expansion expected within the year.
I'm watching Circle (private money issuer, USDC) as it's almost a pure money supply growth play down 70% and forgotten after explosive IPO. This company could capture such monetary growth very efficiently given their business model.
This Reddit post, published January 08, 2026, features u/Rambok01 discussing CRCL. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/Rambok01 · Tickers: CRCL