Bernstein analysts believe that the recent 20% drop in Circle’s stock price has been overinterpreted, as the Clarity Act’s restrictions on stablecoin yields mainly affect distributors, not issuers like Circle. They maintain that Circle’s reserve-based revenue model remains largely unaffected. Bitwise Chief Investment Officer Matt Hougan predicts that by 2030, Circle’s valuation could reach $75 billion. During the sell-off, Ark Invest bought $16 million worth of Circle stock. Additionally, Bhutan transferred approximately $37 million worth of 519.7 Bitcoin, which may indicate a selling activity; meanwhile, Bitmine purchased about $145 million worth of 67,111 Ethereum, continuing its active accumulation. South Korea experienced approximately $60 billion in cryptocurrency outflows in the second half of 2025, a 14% increase from the first half.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
