CRCLCRCLCircle Internet Group, Inc. Class A
$62.20
24h
-2.54%
wu fanwu fan
6 Nov, 20:43

CRCL undervalued - multiple revenue streams beyond interest income

Bullish-10.48%

AI Summary

The author argues that CRCL (Circle) is undervalued because analysts only count interest income as revenue, comparing it to WeChat and Alipay which have multiple revenue streams, and expects future revenue surprises as the platform scales.

Only counting interest income for CRCL Always emphasizing this is a conservative estimate Are WeChat and Alipay just companies that eat interest? Payment companies' accumulated funds are revenue but they won't be the only source of revenue These revenues that haven't been reflected yet will be future surprises Surprises similar to Arc I think there will be many more in the future The larger the issuance scale the more users the more opportunities for such additional surprises Citation: https://web.timestore.vip/#/time/pages/timeDetail/index?timeid=181286 https://x.com/wufantouzi/status/2118806516492894439/photo/1

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