Three years ago, crypto was dead, IPOs were frozen, and Jamie Dimon called Bitcoin a fraud.
And while everyone was watching the charts, Visa went full stealth mode—embedding AI + stablecoin payments for 50M merchants, starting with street vendors in Vietnam.
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Circle ($CRCL) IPO’d at $31 and shot up to $122 on Day 1 — getting halted for volatility and settling around $107, giving it a valuation north of $18B. While Tether leads in volume, Circle now leads in legitimacy. And it's building the public trust moat PayPal and Stripe haven't matched in crypto.
Why it matters: The IPO market has been frozen for 3 years. Now it’s thawing and Circle just proved that crypto infrastructure now commands fintech-level premiums. This isn’t about one company. It’s about the signal it sends to Kraken, Chainalysis, Gemini, and every other unicorn on deck: the window is open. And Wall Street is ready to buy the rails. ANNOUNCEMENT, ANALYSIS
