# $CRCL Catalyst Posts & Social Intelligence Recap — July 01, 2026

> **Asset:** $CRCL  
> **Date:** 2026-07-01 (July 01, 2026)  
> **Canonical URL:** https://cryptitalk.com/tokens/crcl/2026-07-01  
> **Token Profile:** https://cryptitalk.com/tokens/crcl.md  
> **Market Rankings:** https://cryptitalk.com/rankings.md  

---



## Curated Viral Posts & Community Evidence


### Post #1 by @Airdrop_Guard
> **Author:** 小熊饼干 . var ([@Airdrop_Guard](https://x.com/Airdrop_Guard))  
> **Metrics:** 151 likes · 14 retweets · 198 comments · 121.8K views  

> **Posted:** 2026-07-01T03:04:00+00:00  


> **Source Link:** [https://x.com/Airdrop_Guard/status/2072154223995715735](https://x.com/Airdrop_Guard/status/2072154223995715735)  


> **Visual Note:** A cryptocurrency trading interface showing a BTC-USD chart with a long position at 60,742.53 and significant losses in both funding and realized PnL, marked with a 'Variational' logo.  

> 
> "I lost $180,000 on CRCL, that's 1.26 million RMB, in just 3 short days—I was genuinely heartbroken over the loss.

Bought in at 82, then added to the position later to lower my cost, threw in 1.2 million U, and last Thursday at 9:30 PM when it opened, it crashed again.

Looking"


### Post #2 by @cryptorover
> **Author:** Crypto Rover ([@cryptorover](https://x.com/cryptorover))  
> **Metrics:** 255 likes · 37 retweets · 59 comments · 51.7K views  

> **Posted:** 2026-07-01T10:15:00+00:00  


> **Source Link:** [https://x.com/cryptorover/status/2072262687887954256](https://x.com/cryptorover/status/2072262687887954256)  


> **Visual Note:** A candlestick chart for Circle Internet Group, Inc. (CRCL) shows the stock closing at $62.60, down $13.33 (-17.55%) at market close, visually illustrating the sharp sell-off referenced in the post about competitive pressure from the new Open USD stablecoin backed by Stripe, Coinbase, and BlackRock.  

> 
> "CIRCLE STOCK IS DUMPING HARD.

Circle 
$CRCL
 is now down over 17% after reports that Stripe, Coinbase, and BlackRock are backing a rival stablecoin project named Open USD.

The stock has also been removed from five Russell Growth indexes."


### Post #3 by @CoinAnk
> **Author:** CoinAnk ([@CoinAnk](https://x.com/CoinAnk))  
> **Metrics:** 41 likes · 13 retweets · 28 comments · 51.4K views  

> **Posted:** 2026-07-01T14:00:02+00:00  


> **Source Link:** [https://x.com/CoinAnk/status/2072319322370789491](https://x.com/CoinAnk/status/2072319322370789491)  


> **Visual Note:** A bubble chart titled "Bubble Chart" displays Open Interest (OI) data across various crypto and stock tickers in a 24-hour snapshot, with bubble size and color indicating OI changes. Most assets appear in red, reflecting negative OI movements such as SLX (-42.90%), SYN (-38.71%), and TSLA (-24.88%), while standout green bubbles highlight the post's key gainers: ZBT (+81.49%), DYDX (+31.06%), SKHYNIX (+24.01%), JUP (+21.49%), and CRCL (+20.13%), illustrating selective capital rotation rather than broad market participation.  

> 
> "CoinAnk OI 24H Snapshot

While most of the market saw OI decline, a few assets stood out:
$ZBT +81.49%
$DYDX
 +31.06%
$SKHYNIX +24.01%
$JUP
 +21.49%
$CRCL
 +20.13%
$BTC
 -2.35%, with capital rotating into select names rather than broad market participation."


### Post #4 by @CryptoApprenti1
> **Author:** Dr.Hash“Wesley” ([@CryptoApprenti1](https://x.com/CryptoApprenti1))  
> **Metrics:** 113 likes · 10 retweets · 55 comments · 46.0K views  

> **Posted:** 2026-07-01T12:02:58+00:00  


> **Source Link:** [https://x.com/CryptoApprenti1/status/2072289861508198865](https://x.com/CryptoApprenti1/status/2072289861508198865)  


> **Visual Note:** The image shows a Chinese social media comment thread discussing CRCL (Circle) stock investment strategy, where a user named "wufantouzi" advises taking an aggressive approach by obtaining a 200,000 yuan bank loan at under 5% interest to buy CRCL shares, with the accompanying screenshot displaying an order interface showing CRCL purchase prices around 117,730-127,202, supporting the recommended leveraged investment strategy.  

> 
> "Be a bit more aggressive and take out a 200k loan at under 5% interest from a bank, first buy 200k worth of CRCL, then during the honeymoon period make 8k payments while buying another 2k, so that three years later the loan is paid off and the CRCL might be worth several times"


### Post #5 by @wufantouzi
> **Author:** wu fan ([@wufantouzi](https://x.com/wufantouzi))  
> **Metrics:** 162 likes · 10 retweets · 136 comments · 43.8K views  

> **Posted:** 2026-07-01T09:13:33+00:00  


> **Source Link:** [https://x.com/wufantouzi/status/2072247225707639052](https://x.com/wufantouzi/status/2072247225707639052)  


> 
> "What's the average cost basis for your crcl holdings?  
If you got stuck around 80,  
feel free to curse me out  
That's fair  
This price is where I encouraged you to buy the dip  
I'll own it  
If it goes over 90, you should reflect more on your own issues  

But no matter what"


### Post #6 by @coinbureau
> **Author:** Coin Bureau ([@coinbureau](https://x.com/coinbureau))  
> **Metrics:** 209 likes · 48 retweets · 41 comments · 40.7K views  

> **Posted:** 2026-07-01T09:05:14+00:00  


> **Source Link:** [https://x.com/coinbureau/status/2072245132158779633](https://x.com/coinbureau/status/2072245132158779633)  


> **Visual Note:** The image shows the Circle logo—featuring a segmented, multicolored circular icon in green, blue, and purple—next to the white text "CIRCLE" on a black background, representing the company ticker $CRCL mentioned in the post about its removal from five Russell Growth indexes.  

> 
> "$15.5B CIRCLE JUST LOST ITS SPOT IN FIVE RUSSELL GROWTH INDEXES

Circle 
$CRCL
 has reportedly been removed from five Russell Growth benchmarks, including the Russell 1000, Russell 3000 and Russell Midcap Growth indexes.

The removal came from FTSE Russell’s latest"


### Post #7 by @WallStreet0Name
> **Author:** 华尔街没有名字 ([@WallStreet0Name](https://x.com/WallStreet0Name))  
> **Metrics:** 162 likes · 8 retweets · 62 comments · 38.9K views  

> **Posted:** 2026-07-01T13:17:38+00:00  


> **Source Link:** [https://x.com/WallStreet0Name/status/2072308649016598787](https://x.com/WallStreet0Name/status/2072308649016598787)  


> **Visual Note:** The image shows two side-by-side candlestick charts comparing the post-IPO price action of CRCL (Circle, NYSE) on the right and COIN (Coinbase) on the left, with key technical levels circled in red and black to highlight similar VWAP retest patterns referenced in the analysis suggesting potential downside targets of $30 or ~$60.  

> 
> "The K-line of CRCL when it listed that year looks very similar to COIN's. I mentioned this back in the first half of the year.

If it's like COIN's first touch of the IPO to the current VWAP, it needs to drop to 30.  
If it's like the later touches of VWAP twice, around 60 would"


### Post #8 by @Michael_Liu93
> **Author:** 憨厚的麦总 ([@Michael_Liu93](https://x.com/Michael_Liu93))  
> **Metrics:** 146 likes · 14 retweets · 26 comments · 34.7K views  

> **Posted:** 2026-07-01T11:30:41+00:00  


> **Source Link:** [https://x.com/Michael_Liu93/status/2072281735908483148](https://x.com/Michael_Liu93/status/2072281735908483148)  


> **Visual Note:** The image shows a Chinese-language AI chat summarizing a post by Jeremy Allaire (Circle CEO, @jerallaire) about OUSD stablecoin network effects, displayed on a mobile phone screen at 19:17. The visible text discusses stablecoin network moats, including developer integration effects and the competitive dynamics of stablecoin platforms. 

This relates to the post about CRCL's price drop from $140 to $64, as Allaire's commentary on stablecoin competition—including potential entry by Stripe and financial institutions—directly addresses the market concerns driving Circle's recent stock decline.  

> 
> "Has the fundamental situation of CRCL, which is $64 today, changed compared to CRCL at $140 two months ago?

- We've long known that Stripe and financial institutions would enter the stablecoin space, which also shows it's a sufficiently large market, and stablecoins are the"


### Post #9 by @CoinDesk
> **Author:** CoinDesk ([@CoinDesk](https://x.com/CoinDesk))  
> **Metrics:** 95 likes · 12 retweets · 28 comments · 33.8K views  

> **Posted:** 2026-07-01T11:53:55+00:00  


> **Source Link:** [https://x.com/CoinDesk/status/2072287582830973184](https://x.com/CoinDesk/status/2072287582830973184)  


> **Visual Note:** Cathie Wood, CEO of ARK Invest, is shown speaking at a conference or panel, gesturing with her hands while wearing glasses and a black patterned top—fitting context for the post highlighting her firm's significant crypto stock purchases during June's market downturn.  

> 
> "DATA: Cathie Wood's 
@ARKInvest
 loaded up on $75M+ in crypto shares during June's bloodbath.
$44M into 
$COIN
. $25.25M into 
$CRCL
. $8.2M into 
$BLSH
 (CoinDesk's parent). Bitcoin recorded its worst month in four years."


### Post #10 by @WuBlockchain
> **Author:** Wu Blockchain ([@WuBlockchain](https://x.com/WuBlockchain))  
> **Metrics:** 133 likes · 21 retweets · 16 comments · 33.2K views  

> **Posted:** 2026-07-01T05:14:27+00:00  


> **Source Link:** [https://x.com/WuBlockchain/status/2072187053421531475](https://x.com/WuBlockchain/status/2072187053421531475)  


> **Visual Note:** The image lists three bullet points announcing Circle Internet Group's removal from multiple Russell Growth Indexes during the latest annual reconstitution, affecting five prominent Russell Growth benchmarks, with the changes effective at the most recent rebalancing. The first bullet point is highlighted with a red border, emphasizing the ticker NYSE:CRCL.  

> 
> "Circle (CRCL) Removed from Multiple Russell Growth Indexes

According to Simply Wall St, Circle (NYSE: CRCL) was removed from several major Russell Growth Indexes during the Russell annual reconstitution on June 26, including the Russell 1000 Growth Index, Russell 3000 Growth"


### Post #11 by @anymose
> **Author:** anymose ([@anymose](https://x.com/anymose))  
> **Metrics:** 55 likes · 6 retweets · 46 comments · 31.4K views  

> **Posted:** 2026-07-01T10:07:50+00:00  


> **Source Link:** [https://x.com/anymose/status/2072260884219810206](https://x.com/anymose/status/2072260884219810206)  


> 
> "Consulted with a friend at Goldman Sachs about US stocks

He had only one piece of advice

Since you can already buy US stocks, absolutely don't touch any crypto-related stocks—they operate on a completely different logic from your crypto world.

For example, $CRCL."


### Post #12 by @HadickM
> **Author:** Rob Hadick ＞|＜ ([@HadickM](https://x.com/HadickM))  
> **Metrics:** 217 likes · 35 retweets · 29 comments · 31.4K views  

> **Posted:** 2026-07-01T11:48:00+00:00  


> **Source Link:** [https://x.com/HadickM/status/2072286093744234864](https://x.com/HadickM/status/2072286093744234864)  


> 
> "I believe that the correct takeaway from OUSD is actually quite nuanced, both specifically to what it means for Circle / Tether / Paxos and more broadly about what it means for adoption and the likelihood of being successful (warning, very long post).

First, on CRCL, I wonder if"


### Post #13 by @Cointelegraph
> **Author:** Cointelegraph ([@Cointelegraph](https://x.com/Cointelegraph))  
> **Metrics:** 22 likes · 5 retweets · 17 comments · 23.3K views  

> **Posted:** 2026-07-01T04:40:15+00:00  


> **Source Link:** [https://x.com/Cointelegraph/status/2072178445828620486](https://x.com/Cointelegraph/status/2072178445828620486)  


> **Visual Note:** A professional headshot of a woman with long brown hair, wearing black-framed glasses, gold earrings, and a black and white striped collared shirt, pictured against an olive green background. The image represents Cathie Wood of Ark Invest, whose firm made the stock purchases referenced in the accompanying post.  

> 
> "TODAY: Cathie Wood’s Ark Invest bought another 133,803 shares of 
$BLSH
, 52,455 
$CRCL
, 16,081 
$COIN
 and 16,028 
$HOOD
 across its ETFs."


### Post #14 by @BSCNews
> **Author:** BSCN ([@BSCNews](https://x.com/BSCNews))  
> **Metrics:** 104 likes · 19 retweets · 13 comments · 19.3K views  

> **Posted:** 2026-07-01T16:51:00+00:00  


> **Source Link:** [https://x.com/BSCNews/status/2072362344697459198](https://x.com/BSCNews/status/2072362344697459198)  


> **Video Content:** A news-style image shows a man in a lavender shirt beside the USDC logo, with text reading 'CRYPTO: Circle CEO Jeremy Al...' identifying him as the Circle CEO.  

> 
> "Circle's CEO isn't panicking about OUSD

Jeremy Allaire (
@jerallaire
) laid out why USDC's decade of network effects will be hard to replicate, responding to investor questions after 
$CRCL
 dropped 16% on Open USD's launch.

His numbers: per Artemis, 
$USDC
 handled nearly $30T in"


### Post #15 by @ninjanewsx
> **Author:** Ninja News ([@ninjanewsx](https://x.com/ninjanewsx))  
> **Metrics:** 38 likes · 0 retweets · 3 comments · 18.1K views  

> **Posted:** 2026-07-01T15:58:11+00:00  


> **Source Link:** [https://x.com/ninjanewsx/status/2072349055338836023](https://x.com/ninjanewsx/status/2072349055338836023)  


> 
> "New stablecoin project hits Circle shares: Bernstein gives positive evaluation for $CRCL!

Details"


### Post #16 by @WallStreet0Name
> **Author:** 华尔街没有名字 ([@WallStreet0Name](https://x.com/WallStreet0Name))  
> **Metrics:** 78 likes · 5 retweets · 31 comments · 16.8K views  

> **Posted:** 2026-07-01T12:58:12+00:00  


> **Source Link:** [https://x.com/WallStreet0Name/status/2072303759351505404](https://x.com/WallStreet0Name/status/2072303759351505404)  


> **Visual Note:** The image shows a research summary titled "Open USD 对 CRCL 的影响深度研究" (In-depth Research on the Impact of Open USD on CRCL), with metrics indicating 16m read time, 32 citations, and 345 related searches. The core findings indicate that the impact on CRCL is "short-term bearish long-term bullish" with an intensity rating of 3.5/5, relating to the post's discussion of ChatGPT's short-term bearish but long-term bullish outlook on CRCL.  

> 
> "chatgpt对于crcl的研究是短期利空，长期做多
claude和gemini对于crcl的判断是短期和长期都是利空
未来挖出来看看他们3个ai谁判断的对吧。

crcl绝对是一个极其长线的标的，大多数人买crcl是想复刻21年的coin上市后下跌80%-90%然后重新回到历史高点的走势，coin在比特币熊市结束后用了1000天才回去。"


### Post #17 by @BTCdayu
> **Author:** 大宇 ([@BTCdayu](https://x.com/BTCdayu))  
> **Metrics:** 43 likes · 8 retweets · 22 comments · 16.7K views  

> **Posted:** 2026-07-01T07:01:10+00:00  


> **Source Link:** [https://x.com/BTCdayu/status/2072213908925124801](https://x.com/BTCdayu/status/2072213908925124801)  


> **Video Content:** A dramatic scene from a Chinese historical drama featuring a bearded man in red robes with a stern expression, while another figure holds a wooden weapon behind him.  

> 
> "CRCL is dropping
Someone asked me what happened

I just sent him this video"


### Post #18 by @wdctlllltcdw
> **Author:** wdctll ([@wdctlllltcdw](https://x.com/wdctlllltcdw))  
> **Metrics:** 28 likes · 2 retweets · 17 comments · 16.7K views  

> **Posted:** 2026-07-01T03:52:58+00:00  


> **Source Link:** [https://x.com/wdctlllltcdw/status/2072166547918098598](https://x.com/wdctlllltcdw/status/2072166547918098598)  


> 
> "The comment section for lunch has already been cursed out beyond recognition  
A person really can't bind themselves too deeply to a single stock or coin  
The endings are all pretty bad in the end  

CRCL is dropping like this, and I'm panicking too  
This negative news is just"


### Post #19 by @TheBlockCo
> **Author:** The Block ([@TheBlockCo](https://x.com/TheBlockCo))  
> **Metrics:** 71 likes · 13 retweets · 5 comments · 16.1K views  

> **Posted:** 2026-07-01T12:48:37+00:00  


> **Source Link:** [https://x.com/TheBlockCo/status/2072301346221421009](https://x.com/TheBlockCo/status/2072301346221421009)  


> **Visual Note:** The image displays the Bernstein logo with its Société Générale Group affiliation on a dark blue background, representing the investment bank that maintained its $190 price target and Outperform rating on Circle ($CRCL) following the stock's 17.5% decline after the OUSD stablecoin consortium launch.  

> 
> "THE BLOCK: Bernstein kept its $190 price target on Circle despite the OUSD launch.

The bank reaffirmed its Outperform rating a day after 
$CRCL
 stock closed down 17.5% on the stablecoin consortium's debut."


### Post #20 by @CryptosR_Us
> **Author:** CryptosRus ([@CryptosR_Us](https://x.com/CryptosR_Us))  
> **Metrics:** 72 likes · 14 retweets · 7 comments · 15.9K views  

> **Posted:** 2026-07-01T01:45:00+00:00  


> **Source Link:** [https://x.com/CryptosR_Us/status/2072134342353305951](https://x.com/CryptosR_Us/status/2072134342353305951)  


> **Visual Note:** I can't identify the person in the image based on their facial features. 

I can describe what I see: A man with a bald head, wearing a dark blazer over a light pink/white collared shirt, and a small headset microphone. He appears to be speaking at some kind of event or conference, with a blue-toned background behind him.

If you could tell me who this person is, I'd be happy to help craft a caption that connects them to the post about the Tether-Circle duopoly and the launch of $OUSD with backing from major partners like Visa, Mastercard, and Stripe.  

> 
> "IS THE TETHER-CIRCLE DUOPOLY ABOUT TO END? 

Circle ($CRCL) is down 17.55% today after Open USD $OUSD launched with backing from 140+ partners, including Visa, Mastercard, Stripe, BlackRock, Coinbase, and Google.

Launching first on Base and Solana, $OUSD is emerging as the"


### Post #21 by @0xSisyphus
> **Author:** Sisyphus ([@0xSisyphus](https://x.com/0xSisyphus))  
> **Metrics:** 104 likes · 9 retweets · 14 comments · 12.4K views  

> **Posted:** 2026-07-01T06:26:40+00:00  


> **Source Link:** [https://x.com/0xSisyphus/status/2072205226505797887](https://x.com/0xSisyphus/status/2072205226505797887)  


> 
> "It’s crazy to think that Circle and Coinbase were at some point worth more than Hyperliquid. Both are down 60%+ from their valuations last summer

Some of the most bloated, least efficient public companies in the world were competing against a team of less than 20 people and lost"


### Post #22 by @_TAOLIMAO
> **Author:** 0xMao ([@_TAOLIMAO](https://x.com/_TAOLIMAO))  
> **Metrics:** 40 likes · 3 retweets · 12 comments · 12.3K views  

> **Posted:** 2026-07-01T15:31:40+00:00  


> **Source Link:** [https://x.com/_TAOLIMAO/status/2072342382327341229](https://x.com/_TAOLIMAO/status/2072342382327341229)  


> 
> "传说的crcl午饭指标
观察午饭老师评论区留言
午饭傻逼时买入
午饭牛逼时卖出

现在估计是午饭傻逼阶段，已在63-64建仓2%
看一下准不准"


### Post #23 by @LuYao_Trader
> **Author:** 路遥 | Trader ([@LuYao_Trader](https://x.com/LuYao_Trader))  
> **Metrics:** 22 likes · 4 retweets · 5 comments · 12.2K views  

> **Posted:** 2026-07-01T14:14:13+00:00  


> **Source Link:** [https://x.com/LuYao_Trader/status/2072322890595483737](https://x.com/LuYao_Trader/status/2072322890595483737)  


> **Visual Note:** A screenshot of a Twitter/X post by user @wufantouzi discussing CRCL's cost basis and valuation, where he states CRCL's safe valuation is $10-20B with a potential trillion-dollar ceiling (50x upside, ~24% probability), advising position sizing under 25% of net worth. The post relates to discussions about CRCL's extreme upside potential and the user's cautionary view that such massive outcomes are less likely than moderate gains.  

> 
> "“有人说，CRCL有50倍的收益，市值可能将达万亿美元 
有可能，我也不反对，但这个概率大大小于我提到的可能性，且中途不确定性太多，谁说未来竞争者不会很快出现并很强大？”

所以，我乌鸦嘴说对了？
现在压力给到午饭老师了

再分享一句话
“成功的投资，不在于“买好的”，而在于“买的好”"


### Post #24 by @TingHu888
> **Author:** TingHu♪ ([@TingHu888](https://x.com/TingHu888))  
> **Metrics:** 66 likes · 5 retweets · 12 comments · 11.1K views  

> **Posted:** 2026-07-01T05:21:30+00:00  


> **Source Link:** [https://x.com/TingHu888/status/2072188828778143996](https://x.com/TingHu888/status/2072188828778143996)  


> 
> "又到了 
$CRCL
 的午饭傻逼指标阶段，之前一次财报显示业绩很好(毕竟是币圈牛市的业绩)后没多久显示了午饭牛逼阶段。但下一次还有财报救吗？要赌反转最好还是等待币圈大底。"


### Post #25 by @tmel0211
> **Author:** Haotian ([@tmel0211](https://x.com/tmel0211))  
> **Metrics:** 68 likes · 8 retweets · 60 comments · 10.7K views  

> **Posted:** 2026-07-01T06:12:00+00:00  


> **Source Link:** [https://x.com/tmel0211/status/2072201535027855660](https://x.com/tmel0211/status/2072201535027855660)  


> 
> "Just because payment giants like Visa, Stripe, Mastercard, and others teamed up to launch Open USD, $CRCL's stock price suffered its largest single-day drop since going public. 
@circle
, what's going on? Should we keep dollar-cost averaging? Let's talk about my personal take:

1)"


### Post #26 by @ccy1871
> **Author:** Aidang ([@ccy1871](https://x.com/ccy1871))  
> **Metrics:** 53 likes · 0 retweets · 54 comments · 10.0K views  

> **Posted:** 2026-07-01T03:57:33+00:00  


> **Source Link:** [https://x.com/ccy1871/status/2072167700282089584](https://x.com/ccy1871/status/2072167700282089584)  


> **Visual Note:** A cryptocurrency trading app screenshot showing a Circle (CRCL) perpetual futures contract trading page with a price of 63.12 USDT, a -14.20% daily change, and a long position of 197.0922 CRCL valued at 5196.79 USDT with a +93.46% return.  

> 
> "The crypto market is in a slump, and CRCL is taking a break too. I just didn't expect it to drop this fast—fifty or sixty is getting me close to that urge to build a position. Only saw today that there's still an old CRCL short in Bitget, what a pleasant surprise. Haha."


### Post #27 by @The_Wooo
> **Author:** memory ([@The_Wooo](https://x.com/The_Wooo))  
> **Metrics:** 51 likes · 1 retweets · 88 comments · 9.8K views  

> **Posted:** 2026-07-01T14:23:19+00:00  


> **Source Link:** [https://x.com/The_Wooo/status/2072325178466709839](https://x.com/The_Wooo/status/2072325178466709839)  


> **Visual Note:** A stock chart for Circle (CRCL) trading on TradFi at $64.75, down 7.05%, with a 24-hour range showing a high of $70.86 and low of $61.20, illustrating the dramatic price drop from the post-high of $140 to around $65.  

> 
> "$CRCL I sold at $122, and just two days later, it shot up to $140.

At the time, I really felt like I'd sold too early—my gut was wrenching with regret.

But looking back now, the stock price has already dropped to around $65.

A lot of people have been asking, what exactly"


### Post #28 by @Bitwux
> **Author:** BITWU.ETH ([@Bitwux](https://x.com/Bitwux))  
> **Metrics:** 25 likes · 5 retweets · 24 comments · 9.2K views  

> **Posted:** 2026-07-01T04:02:50+00:00  


> **Source Link:** [https://x.com/Bitwux/status/2072169030887317737](https://x.com/Bitwux/status/2072169030887317737)  


> **Visual Note:** A Chinese-language financial news article about Circle (CRCL.US) stock dropping 17.55% to $62.630, due to a Visa and Stripe-led stablecoin initiative called 'Open Standard' planning to launch 'Open USD' with major partners including JPMorgan, Bank of New York, BlackRock, Klarna, Chime, Alphabet, and Coinbase.  

> 
> "Circle 在跌什么？他的护城河还在吗？

先说结果：我认为短期内 
$CRCL
 存在超跌，如果市场情绪导致继续超跌，我考虑买入一部分，

但是是否可以长期持有，我目前并没有之前的信心，可能需要多做一些观察。

因为基本面和护城河，显然发生了巨大的变化，就是我下面写的这些东西！"


### Post #29 by @pcwler66
> **Author:** 神仙大鱼 ([@pcwler66](https://x.com/pcwler66))  
> **Metrics:** 23 likes · 0 retweets · 16 comments · 8.5K views  

> **Posted:** 2026-07-01T06:50:02+00:00  


> **Source Link:** [https://x.com/pcwler66/status/2072211105917890743](https://x.com/pcwler66/status/2072211105917890743)  


> 
> "$CRCL
  
CRCL最初上涨靠的是几个逻辑：
USDC供应持续增长；
稳定币监管逐渐明确；
稳定币成为美元输出的新基础设施；
Circle成为最大的合规受益者。

不过稳定币技术是很简单，谁都可以发稳定币，李新野说过，稳定币核心是法律问题，而不是技术问题，USDC有什么背景能一直维持稳定币增长老大的地位。"


### Post #30 by @move78th
> **Author:** Move78 ([@move78th](https://x.com/move78th))  
> **Metrics:** 83 likes · 23 retweets · 17 comments · 8.3K views  

> **Posted:** 2026-07-01T00:47:09+00:00  


> **Source Link:** [https://x.com/move78th/status/2072119782812565808](https://x.com/move78th/status/2072119782812565808)  


> **Visual Note:** An article titled 'Introducing Open USD' dated June 30, 2026, announcing a new stablecoin by Open Standard for global money movement.  

> 
> "Open USD and Research on Circle ($CRCL) with Some Ideas.

[Let's Take a Look at the Situation]

1. It was the general consensus that Circle enjoyed a first-mover advantage in the stablecoin space, and due to the nature of its licensing business, it had established significant"


### Post #31 by @agintender
> **Author:** danny ([@agintender](https://x.com/agintender))  
> **Metrics:** 21 likes · 2 retweets · 5 comments · 8.3K views  

> **Posted:** 2026-07-01T02:51:13+00:00  


> **Source Link:** [https://x.com/agintender/status/2072151007367500217](https://x.com/agintender/status/2072151007367500217)  


> 
> "It's not that $crcl is being replaced; it's that the scenario doesn't fit.

The real battlefield isn't that one moment on-chain—it's at both ends.

The most common way people overestimate stablecoins is by assuming "transfer complete" equals "payment complete." Far from it."


### Post #32 by @Jhy256
> **Author:** Jason Huang ([@Jhy256](https://x.com/Jhy256))  
> **Metrics:** 36 likes · 7 retweets · 5 comments · 8.2K views  

> **Posted:** 2026-07-01T05:14:23+00:00  


> **Source Link:** [https://x.com/Jhy256/status/2072187034689843451](https://x.com/Jhy256/status/2072187034689843451)  


> **Visual Note:** A line chart titled "The $299 → $66 round-trip" shows Circle (CRCL) stock price history from its $31 IPO, rising to an all-time high of $299 on June 23, 2025, then plunging 82% to a $52 weekly low (noted as 2× IPO-day fundamentals), before recovering to $66 currently. The chart visually reinforces the post's narrative of building a CRCL watchlist during the post-IPO panic triggered by a 140+ company stablecoin consortium.  

> 
> "We flagged 
$MSTR
 before it cracked. Now we're doing the opposite work on 
$CRCL
 — building a watch list while the market panics.
Circle fell ~14% yesterday when Stripe, Coinbase, Mastercard, Visa, BlackRock and 140+ others launched a consortium stablecoin to bury it.
We read it"


### Post #33 by @oxtochi
> **Author:** tochi ([@oxtochi](https://x.com/oxtochi))  
> **Metrics:** 77 likes · 1 retweets · 30 comments · 8.1K views  

> **Posted:** 2026-07-01T06:49:39+00:00  


> **Source Link:** [https://x.com/oxtochi/status/2072211011122188562](https://x.com/oxtochi/status/2072211011122188562)  


> **Visual Note:** A TradingView chart shows CRCL (Circle Internet Group) stock down 17.55% to $62.60, illustrating the sharp post-announcement sell-off referenced in the post about the open USD news.  

> 
> "CRCL is down 18% in 24 hours after the open USD announcement 

but yeah... most architects dgaf yunno, they just wanna vibecode slop, get stimmied goodly and move on to the next 

i feel yah, id do the same too"


### Post #34 by @liuxiaoling933
> **Author:** baby ([@liuxiaoling933](https://x.com/liuxiaoling933))  
> **Metrics:** 33 likes · 0 retweets · 33 comments · 8.0K views  

> **Posted:** 2026-07-01T02:27:16+00:00  


> **Source Link:** [https://x.com/liuxiaoling933/status/2072144981259931736](https://x.com/liuxiaoling933/status/2072144981259931736)  


> **Visual Note:** A stock chart for CRCL (Circle Internet Group, Inc.) on a trading app showing the price at $62.69, down $49.936 (-44.33%) over the past month, with a 1-month timeframe selected on Binance.  

> 
> "Just woke up to see #CRCL crashing 17%, heartbroken to the point I can’t breathe. I thought I’d dodged the crypto bear market, only to end up taking the hit in a different form with US stocks.

Regulation cleared out Circle’s external competitors, directly kicking rival players"


### Post #35 by @alu69420
> **Author:** Alu ([@alu69420](https://x.com/alu69420))  
> **Metrics:** 23 likes · 1 retweets · 12 comments · 7.9K views  

> **Posted:** 2026-07-01T01:48:18+00:00  


> **Source Link:** [https://x.com/alu69420/status/2072135173823729890](https://x.com/alu69420/status/2072135173823729890)  


> **Visual Note:** A cryptocurrency market data table listing stablecoins like USDT, USDC, DAI, and USDe with their prices (~$1.00), 24-hour changes (mostly 0.0%), and 7-day price charts, which loosely contextualizes the post's mention of Circle (CRCL), the issuer of USDC shown prominently in the list.  

> 
> "我将买入 
$CRCL
 

因为 Circle 最大的护城河是绑上了 Hyperliquid"


### Post #36 by @magonia_B
> **Author:** par_D & Magon ([@magonia_B](https://x.com/magonia_B))  
> **Metrics:** 27 likes · 4 retweets · 2 comments · 7.7K views  

> **Posted:** 2026-07-01T06:57:31+00:00  


> **Source Link:** [https://x.com/magonia_B/status/2072212991458889959](https://x.com/magonia_B/status/2072212991458889959)  


> **Visual Note:** Bulleted text noting that Circle Internet Group (NYSE:CRCL) has been removed from multiple major Russell Growth Indexes in the latest annual reconstitution, affecting five prominent Russell Growth benchmarks.  

> 
> "Here's another reason why Circle's decline has deepened
Circle (CRCL) excluded from several Russell growth indices  

According to Simply Wall St, Circle (NYSE: CRCL) was removed from several major Russell growth indices—including the Russell 1000 Growth Index, Russell 3000"


### Post #37 by @Meta8Mate
> **Author:** 机灵的杰尼君 ([@Meta8Mate](https://x.com/Meta8Mate))  
> **Metrics:** 29 likes · 1 retweets · 56 comments · 7.3K views  

> **Posted:** 2026-07-01T06:08:41+00:00  


> **Source Link:** [https://x.com/Meta8Mate/status/2072200702026510701](https://x.com/Meta8Mate/status/2072200702026510701)  


> **Visual Note:** A meme using the Three-Headed Dragon (King Ghidorah) template, where the two fierce heads are labeled 'MU' (Micron) and 'NVDA' (Nvidia), while the goofy, derpy head is labeled 'CRCL' (Circle).  

> 
> "Suddenly, I kinda get that sense of helplessness about what "old man stocks" are.

When everyone in 2025 is still trading crypto,
you went and bought US stocks.

But the ones you're trading are $CRCL $MSTR $COIN ……"


### Post #38 by @SolanaFloor
> **Author:** SolanaFloor ([@SolanaFloor](https://x.com/SolanaFloor))  
> **Metrics:** 30 likes · 4 retweets · 7 comments · 7.2K views  

> **Posted:** 2026-07-01T10:35:02+00:00  


> **Source Link:** [https://x.com/SolanaFloor/status/2072267731869786473](https://x.com/SolanaFloor/status/2072267731869786473)  


> **Visual Note:** Circle CEO Jeremy Allaire appears in front of a backdrop patterned with USDC dollar logos, as he defends USDC's competitive position against emerging rivals like Open Standard Dollar ($OUSD) following a 16% drop in $CRCL shares.  

> 
> "JUST IN: 
@circle
 CEO 
@jerallaire
 has issued a statement after 
$CRCL
 fell over 16%, arguing Open Standard Dollar ($OUSD) will struggle to match $USDC’s network effects, global liquidity and regulatory reach."


### Post #39 by @Cato_KT
> **Author:** Cato_KT ([@Cato_KT](https://x.com/Cato_KT))  
> **Metrics:** 10 likes · 1 retweets · 4 comments · 7.2K views  

> **Posted:** 2026-07-01T14:43:44+00:00  


> **Source Link:** [https://x.com/Cato_KT/status/2072330319928451558](https://x.com/Cato_KT/status/2072330319928451558)  


> **Visual Note:** A TradingView candlestick chart shows Circle Internet Group (CRCL) on NYSE, currently trading at $65.20 with a +4.10% gain, illustrating the stock's volatile downtrend from ~$160 highs to recent lows near $58 amid an ongoing struggle to establish a compelling payment narrative.  

> 
> "Ni Da's research on stablecoins is indeed genuinely professional. For stablecoins, payment isn't just a narrative—it's a necessary action. So the crcl payment narrative is too weak; it's not sexy enough for capital.

Meanwhile, crcl has always taken the revolutionary route,"


### Post #40 by @Xiaohe085
> **Author:** 小荷爱分享 ([@Xiaohe085](https://x.com/Xiaohe085))  
> **Metrics:** 20 likes · 0 retweets · 25 comments · 6.8K views  

> **Posted:** 2026-07-01T02:02:07+00:00  


> **Source Link:** [https://x.com/Xiaohe085/status/2072138652805906579](https://x.com/Xiaohe085/status/2072138652805906579)  


> **Visual Note:** Circle Internet Group ($CRCL) stock chart showing a 17.55% drop to $62.63 on June 30, closing at $75.96 the previous day, despite EU's full ban on USDT taking effect July 1 that was expected to benefit the company—highlighting market disappointment likely tied to competitive partnerships like BlackRock, Visa, and Coinbase.  

> 
> "The EU's full ban on USDT starting July 1 was supposed to be a massive boon for Circle to dominate Europe single-handedly.

And yet $CRCL's stock price plunged a straight 17% today.

The reason? BlackRock and Visa teamed up with Coinbase—that pack of Wall Street old foxes—to set"


### Post #41 by @DoctorMbitcoin
> **Author:** Bitcoin ([@DoctorMbitcoin](https://x.com/DoctorMbitcoin))  
> **Metrics:** 12 likes · 1 retweets · 43 comments · 6.6K views  

> **Posted:** 2026-07-01T04:58:55+00:00  


> **Source Link:** [https://x.com/DoctorMbitcoin/status/2072183142035890462](https://x.com/DoctorMbitcoin/status/2072183142035890462)  


> **Visual Note:** A financial document from 'ARK INVEST' showing trade notifications dated 6/30/2026 for ARKK and ARKG ETFs, including tickers like SOFI, CIRC, INLB, COIN, HOOD, ROKU, XE, SNOW, VERV, SABA, TXG, and TWST.  

> 
> "$CRCL plummeted, and your Woodhead Sis added to her position"


### Post #42 by @BlockBeatsAsia
> **Author:** BlockBeats｜We're hiring! ([@BlockBeatsAsia](https://x.com/BlockBeatsAsia))  
> **Metrics:** 5 likes · 0 retweets · 1 comments · 6.6K views  

> **Posted:** 2026-07-01T03:24:15+00:00  


> **Source Link:** [https://x.com/BlockBeatsAsia/status/2072159320230248683](https://x.com/BlockBeatsAsia/status/2072159320230248683)  


> **Visual Note:** A tiny silhouetted figure stands facing a large illuminated "CIRCLE" logo, symbolizing the stablecoin issuer confronting mounting challenges as the company faces a 17.55% stock drop amid competition from a new stablecoin project backed by major industry players like Visa, Mastercard, and Coinbase.  

> 
> ""Stablecoin First Stock" Circle Faces Major Threats and Challenges? Two Major News Events Cause CRCL to Plunge 17.55% Closing at $62.63 in Historical Low Range

 New Stablecoin Project Open Standard Announces Support from Over 140 Companies, Lineup Includes Visa,"


### Post #43 by @ripster47
> **Author:** Ripster ([@ripster47](https://x.com/ripster47))  
> **Metrics:** 2 likes · 0 retweets · 6 comments · 6.5K views  

> **Posted:** 2026-07-01T15:15:56+00:00  


> **Source Link:** [https://x.com/ripster47/status/2072338422694396189](https://x.com/ripster47/status/2072338422694396189)  


> 
> "$COIN
 $MSTR
 Long going higher 
$CRCL
 sideways"


### Post #44 by @Nazarick_eth
> **Author:** 安兹大人 ([@Nazarick_eth](https://x.com/Nazarick_eth))  
> **Metrics:** 17 likes · 0 retweets · 34 comments · 6.3K views  

> **Posted:** 2026-07-01T10:03:42+00:00  


> **Source Link:** [https://x.com/Nazarick_eth/status/2072259843734524264](https://x.com/Nazarick_eth/status/2072259843734524264)  


> 
> "When the wall falls, everyone pushes it down.  
Yesterday, $CRCL plummeted, and I saw everyone saying $CRCL's moat has dried up, with giants flooding into the stablecoin space—$CRCL is done for.  
A few days ago, I swapped my CRCL for Kangning around the 70-80 range. Now, seeing"


### Post #45 by @seth_fin
> **Author:** Seth ([@seth_fin](https://x.com/seth_fin))  
> **Metrics:** 36 likes · 0 retweets · 5 comments · 6.2K views  

> **Posted:** 2026-07-01T11:47:11+00:00  


> **Source Link:** [https://x.com/seth_fin/status/2072285887442915432](https://x.com/seth_fin/status/2072285887442915432)  


> **Visual Note:** The image is a TradingView daily candlestick chart of Circle ($CRCL) showing the stock's decline from around $298 down to $62.70, with technical indicators including Bollinger Bands, moving averages, and horizontal support/resistance levels marked at key price points such as $62.97, $72.08, $115.45, and $212.26. The chart visually supports the post's claim that $CRCL has dropped to $62 and filled the previously identified gap near $60, while the bearish price action aligns with the note about passing odds for the U.S. Digital Asset Market Clarity Act dropping to 36–50% on prediction markets.  

> 
> "JUST IN: Passing odds for the U.S. Digital Asset Market Clarity Act have dropped to between 36% and 50% on prediction markets 
$CRCL
 dropped to $62 and completely filled that gap I spoke about.

Gave you entry around $60 and take profit at $120, looking for a bottom to be built"


### Post #46 by @SolanaFloor
> **Author:** SolanaFloor ([@SolanaFloor](https://x.com/SolanaFloor))  
> **Metrics:** 16 likes · 1 retweets · 5 comments · 6.2K views  

> **Posted:** 2026-07-01T08:31:02+00:00  


> **Source Link:** [https://x.com/SolanaFloor/status/2072236525665017945](https://x.com/SolanaFloor/status/2072236525665017945)  


> **Visual Note:** An informational graphic stating that Circle Internet Group (NYSE: $CRCL), issuer of $USDC, has been removed from multiple major Russell Growth Indexes as part of the latest annual reconstitution, affecting five prominent growth benchmarks used by institutional and passive funds.  

> 
> "NEW: Circle ($CRCL), the issuer behind 
$USDC
, has been removed from multiple major Russell Growth Indexes.

According to Simply Wall St, the move came as part of FTSE Russell's annual index reconstitution on June 26 and could prompt institutions tracking these indexes to reduce"


### Post #47 by @ripster47
> **Author:** Ripster ([@ripster47](https://x.com/ripster47))  
> **Metrics:** 5 likes · 1 retweets · 3 comments · 6.1K views  

> **Posted:** 2026-07-01T14:04:15+00:00  


> **Source Link:** [https://x.com/ripster47/status/2072320380375593434](https://x.com/ripster47/status/2072320380375593434)  


> 
> "$CRCL
 $MSTR
 $COIN
 
Crypto Longs are the play this morning  with Software names 

AI taking breather"


### Post #48 by @bullrunalpha
> **Author:** Adam ([@bullrunalpha](https://x.com/bullrunalpha))  
> **Metrics:** 42 likes · 10 retweets · 2 comments · 5.9K views  

> **Posted:** 2026-07-01T00:22:21+00:00  


> **Source Link:** [https://x.com/bullrunalpha/status/2072113543508312484](https://x.com/bullrunalpha/status/2072113543508312484)  


> 
> "$CRCL
  Open USD won’t work.

- Antitrust Cartel:  140+ rivals colluding triggers DOJ/EU anti-competitive lawsuits.
- Security Violation:  Shared yield model looks like an unregistered security.
- A "neutral" token cannot have 140 owners, decision gridlock.
$USDC
 $EURC
 $USYC
 #Arc"


### Post #49 by @mominsaqib
> **Author:** Momin ([@mominsaqib](https://x.com/mominsaqib))  
> **Metrics:** 60 likes · 4 retweets · 29 comments · 5.7K views  

> **Posted:** 2026-07-01T16:33:00+00:00  


> **Source Link:** [https://x.com/mominsaqib/status/2072357814845235415](https://x.com/mominsaqib/status/2072357814845235415)  


> **Visual Note:** A market summary for Circle Internet Group Inc (NYSE: CRCL) showing the stock at $64.96, down 9.13% with a $6.53 loss over the past 5 days, illustrating the sharp decline referenced in the post about competitive threats from major financial firms backing yield-sharing stablecoins.  

> 
> "Visa, Mastercard, Stripe, BlackRock, Coinbase all backing a stablecoin that shares yield with partners instead of keeping it.

That's a direct challenge to the model that made Circle profitable. Not a marginal one.

The stock reaction makes sense. Nearly all of Circle's revenue"


### Post #50 by @alexlizeros
> **Author:** Alex ([@alexlizeros](https://x.com/alexlizeros))  
> **Metrics:** 20 likes · 0 retweets · 12 comments · 5.1K views  

> **Posted:** 2026-07-01T07:41:38+00:00  


> **Source Link:** [https://x.com/alexlizeros/status/2072224094775292407](https://x.com/alexlizeros/status/2072224094775292407)  


> **Visual Note:** A Circle (CRCL) stock chart on the Hong Kong Stock Exchange shows a sharp decline from a peak of $76.70 down to $62.14 (-13.22%), with a visible volume spike during the drop, reflecting the market selloff discussed in the post about USDC facing heavy criticism and competitor pressure from BlackRock's OUSD.  

> 
> "#CRCL #USDC 
昨晚到今天看了一遍所有KOL推文、无非都是在各种唱衰USDC、吹嘘着贝莱德OUSD多么多么的拽上天、
我记得当年也是这么群人天天唱衰USDT、USDT要暴雷了、USDT资金黑洞拉、USDT无法等汇率赎回了、
结果呢？ USDT反而成了硬通货成了稳定币NO1"


### Post #51 by @sniffshiba
> **Author:** 무기견 ([@sniffshiba](https://x.com/sniffshiba))  
> **Metrics:** 47 likes · 6 retweets · 5 comments · 4.9K views  

> **Posted:** 2026-07-01T01:12:52+00:00  


> **Source Link:** [https://x.com/sniffshiba/status/2072126256464957456](https://x.com/sniffshiba/status/2072126256464957456)  


> **Visual Note:** A 3-year weekly candlestick chart of BTC/USD shows Bitcoin dropping to $58,335.25 (-$1,870.74, -3.11%), touching its 200-week moving average near $58,573.74, with blue circles highlighting previous times the price reached the 200MA—a level that historically marked major buying opportunities during periods of market panic.  

> 
> "Every time I felt like it was being discarded like trash, that was a buying opportunity. Put $BTC $SOL $CRCL on one side of your watchlist and wait for the market's panic."


### Post #52 by @chairbtc
> **Author:** 比特币总裁 ([@chairbtc](https://x.com/chairbtc))  
> **Metrics:** 15 likes · 0 retweets · 19 comments · 4.5K views  

> **Posted:** 2026-07-01T00:25:52+00:00  


> **Source Link:** [https://x.com/chairbtc/status/2072114429987352992](https://x.com/chairbtc/status/2072114429987352992)  


> **Visual Note:** A stock chart for Circle Internet Group (CRCL) shows a steep 17.55% decline to $62.63, with the price falling from a high of $73.20, illustrating the sharp drop mentioned in the post about CRCL's recent plunge. The weekly K-line chart displays a clear downtrend over the past few months, supporting concerns about whether this decline signals broader weakness across the crypto-related sector.  

> 
> "Today, the US stock stablecoin Circle (CRCL) plummeted, with a drop of over 17%. This year, everything related to the crypto circle has been falling, and this wave of decline in CRCL won't drag the entire crypto circle down with it, will it?"


### Post #53 by @Guilin_Chen_
> **Author:** 陈桂林 ([@Guilin_Chen_](https://x.com/Guilin_Chen_))  
> **Metrics:** 16 likes · 0 retweets · 1 comments · 4.3K views  

> **Posted:** 2026-07-01T04:31:56+00:00  


> **Source Link:** [https://x.com/Guilin_Chen_/status/2072176354481885358](https://x.com/Guilin_Chen_/status/2072176354481885358)  


> **Visual Note:** A daily candlestick chart of Circle Internet Group (CRCL) on the NYSE shows the price dropping to around $67-$68, filling the previous gap highlighted by a red circle, with RSI and MACD indicators at the bottom displaying bearish momentum. The chart visually confirms the post's observation that CRCL's recent gap-up has been completely filled, illustrating the extreme volatility and sharp decline the author describes.  

> 
> "$CRCL
  之前上涨的最后一个缺口被补上了，这种小票的波动性，这种极致的涨跌法，真的是挺操蛋的，妥妥币圈山寨的操盘方式，持仓体验感极差。"


### Post #54 by @nine_DeFi
> **Author:** nine_ ([@nine_DeFi](https://x.com/nine_DeFi))  
> **Metrics:** 19 likes · 1 retweets · 11 comments · 4.2K views  

> **Posted:** 2026-07-01T05:48:26+00:00  


> **Source Link:** [https://x.com/nine_DeFi/status/2072195607348048087](https://x.com/nine_DeFi/status/2072195607348048087)  


> 
> "Honestly, I just don't get it:
When BTC's market is down, what exactly are the people still buying $CRCL betting on?

You say it's the crypto world's version of US stocks, but what's the crypto world even like right now?
You say it's like US stocks, but it can't even compete with"


### Post #55 by @BlockBeatsAsia
> **Author:** BlockBeats｜We're hiring! ([@BlockBeatsAsia](https://x.com/BlockBeatsAsia))  
> **Metrics:** 15 likes · 0 retweets · 7 comments · 4.1K views  

> **Posted:** 2026-07-01T06:56:06+00:00  


> **Source Link:** [https://x.com/BlockBeatsAsia/status/2072212635110854719](https://x.com/BlockBeatsAsia/status/2072212635110854719)  


> **Visual Note:** A silhouette of a businessman stands before a large illuminated "CIRCLE" logo, symbolizing the dramatic market drop as Cathie Wood's Ark Invest steps in to buy the dip, purchasing 52,455 shares (~$3.28M) of Circle alongside other crypto-related stocks like Bullish, Coinbase, and Robinhood.  

> 
> "Circle plummets, but Cathie Wood is buying the dipCathie Wood 
@CathieDWood
 's Ark Invest, amid yesterday's 17.6% plunge in Circle stock, once again "bought the dip" by purchasing 52,455 shares of Circle ($3.28 million).

In addition, Ark Invest also bought 133,803 shares of"


### Post #56 by @CryptoRounder
> **Author:** Rounder ([@CryptoRounder](https://x.com/CryptoRounder))  
> **Metrics:** 20 likes · 2 retweets · 10 comments · 4.0K views  

> **Posted:** 2026-07-01T08:25:00+00:00  


> **Source Link:** [https://x.com/CryptoRounder/status/2072235006886560205](https://x.com/CryptoRounder/status/2072235006886560205)  


> 
> "我买入 
$CRCL
 的成本在 $90 附近。我同样高度怀疑这个“财团式稳定币”能否成功，能否对 $Circle 产生利空级别的威胁。如 Lorenzo 所说，有几点很重要：

1、流动性与冷启动问题：USDC 和 USDT"


### Post #57 by @yijiangren
> **Author:** Metamental | 方外之域 ([@yijiangren](https://x.com/yijiangren))  
> **Metrics:** 39 likes · 3 retweets · 37 comments · 3.6K views  

> **Posted:** 2026-07-01T02:26:38+00:00  


> **Source Link:** [https://x.com/yijiangren/status/2072144819879850099](https://x.com/yijiangren/status/2072144819879850099)  


> 
> "CRCL Plummets: Stablecoins Enter the Giants' War, The More It Falls, The More Excited I Get

This shows that the future of stablecoins and CRCL is full of potential. If an industry truly had no future, giants like Visa, Mastercard, Coinbase, and BlackRock wouldn't all jump in"


### Post #58 by @TiezhuCrypto
> **Author:** 铁柱 ([@TiezhuCrypto](https://x.com/TiezhuCrypto))  
> **Metrics:** 18 likes · 1 retweets · 4 comments · 3.5K views  

> **Posted:** 2026-07-01T02:01:50+00:00  


> **Source Link:** [https://x.com/TiezhuCrypto/status/2072138581121114425](https://x.com/TiezhuCrypto/status/2072138581121114425)  


> **Visual Note:** The image shows the stock price performance of Circle Internet Group Inc. (CRCL) on NASDAQ, with its price falling 14.27% today to $65.20. This relates to the post by discussing the current market sentiment and value proposition of CRCL, drawing parallels to Ethereum's past performance.  

> 
> "一觉醒来，都在刷屏。
Crcl现在像极了以太坊的当年，每一个新出现的公链都是巨牛逼背景，都是奔着干翻以太坊去的。

最后的结局就是，以太坊没有被干翻，但ETH的价格也没有因此一路起飞。

现在杀的就是Crcl的叙事溢价，消弱的是对crcl垄断地位的想象。"


### Post #59 by @ccatalini
> **Author:** Christian Catalini ([@ccatalini](https://x.com/ccatalini))  
> **Metrics:** 23 likes · 3 retweets · 2 comments · 3.4K views  

> **Posted:** 2026-07-01T12:44:45+00:00  


> **Source Link:** [https://x.com/ccatalini/status/2072300376825696503](https://x.com/ccatalini/status/2072300376825696503)  


> 
> "Great analysis on $CRCL’s drop. The challenge I see is that when you haven’t been shaped by strong competition early on, adapting is hard. That said, getting the governance / neutrality @openstandardright is even harder! That’s $CRCL’s moat. Irregardless, issuance commoditizes."


### Post #60 by @gch_enbsbxbs
> **Author:** C J ([@gch_enbsbxbs](https://x.com/gch_enbsbxbs))  
> **Metrics:** 22 likes · 0 retweets · 7 comments · 3.2K views  

> **Posted:** 2026-07-01T06:19:36+00:00  


> **Source Link:** [https://x.com/gch_enbsbxbs/status/2072203449983496591](https://x.com/gch_enbsbxbs/status/2072203449983496591)  


> 
> "Here's the conclusion first: CRCL is worth buying.
But you need to wait.
Wait until no one is discussing this token anymore.
Wait until no one is discussing the crypto market trends anymore.
Just wait.
If you misjudge the timing and try to cling to past references like marking"


### Post #61 by @PANewsCN
> **Author:** PANews丨APP全面升级 ([@PANewsCN](https://x.com/PANewsCN))  
> **Metrics:** 8 likes · 2 retweets · 3 comments · 3.2K views  

> **Posted:** 2026-07-01T02:51:11+00:00  


> **Source Link:** [https://x.com/PANewsCN/status/2072150996994912549](https://x.com/PANewsCN/status/2072150996994912549)  


> **Visual Note:** An article headline reads 'Circle (CRCL) Just Dropped Out Of Five Major Russell Growth Indexes,' dated June 30, 2026, discussing Circle Internet Group's removal from Russell benchmarks.  

> 
> "Adding Insult to Injury! Circle Removed from Multiple Russell Growth Indexes

According to Simply Wall St, Circle Internet Group (NYSE:CRCL) has been removed from the Russell 1000 Growth Index, Russell 3000 Growth Index, and Russell Midcap Growth Index as part of the Russell"


### Post #62 by @leslieloser_
> **Author:** Leslie ([@leslieloser_](https://x.com/leslieloser_))  
> **Metrics:** 13 likes · 1 retweets · 5 comments · 3.1K views  

> **Posted:** 2026-07-01T02:42:42+00:00  


> **Source Link:** [https://x.com/leslieloser_/status/2072148864950501478](https://x.com/leslieloser_/status/2072148864950501478)  


> 
> "币圈还在炒 
$CRCL
 ，但凡你知道 Stripe 组局，也能知道对 usdc那就是降维打击：更广的支付渠道，更外部性，你去问问做跨境的，几乎都要接Stripe

同理，Temple 对于现有的公链体系也是降维打击：没有乱七八糟的币，啥生态都占了，政企商渠道放一起，还本身就在岸上

还在炒Circle的不你知道咋想的"


### Post #63 by @thedailydegenhq
> **Author:** The Daily Degen ([@thedailydegenhq](https://x.com/thedailydegenhq))  
> **Metrics:** 14 likes · 6 retweets · 4 comments · 3.0K views  

> **Posted:** 2026-07-01T18:53:21+00:00  


> **Source Link:** [https://x.com/thedailydegenhq/status/2072393134374338686](https://x.com/thedailydegenhq/status/2072393134374338686)  


> **Visual Note:** A Pepe the Frog character dressed in a blue suit and pink tie sits at a desk reading a newspaper, with a world map backdrop—evoking a classic news anchor vibe fitting for "The Daily Degen" market roundup covering tickers like $CRCL, $OUSD, $VVV, and $BTC.  

> 
> "The Daily Degen - Wednesday, July 1st, 2026 

Compute, Equity, Novels, Gachas, Macro, Videos, + New Projects! + 
$CRCL
, $OUSD, 
$VVV
, 
$BTC
, and more!

Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!): 
- 
@QuotableCrypto
 (legendary"


### Post #64 by @zordcrypt
> **Author:** ZORD CRYPT ([@zordcrypt](https://x.com/zordcrypt))  
> **Metrics:** 85 likes · 1 retweets · 44 comments · 2.9K views  

> **Posted:** 2026-07-01T07:18:38+00:00  


> **Source Link:** [https://x.com/zordcrypt/status/2072218306707329479](https://x.com/zordcrypt/status/2072218306707329479)  


> 
> "The stablecoin market just got a serious new competitor.

A group of 140+ companies including Stripe, Visa, Shopify, and Coinbase has launched OUSD, and the market reacted by sending 
$CRCL
 down 17%.

What makes OUSD different is its model:
→ shares reserve yield by default
→"


### Post #65 by @paradex
> **Author:** Paradex ([@paradex](https://x.com/paradex))  
> **Metrics:** 18 likes · 5 retweets · 2 comments · 2.9K views  

> **Posted:** 2026-07-01T10:46:54+00:00  


> **Source Link:** [https://x.com/paradex/status/2072270718629507351](https://x.com/paradex/status/2072270718629507351)  


> **Visual Note:** A Paradex promotional graphic announcing a new listing for Circle Internet Group (CRCL - USD) with zero fees and 5x leverage.  

> 
> "New Listing:

Circle Internet Group 
$CRCL
 perps are now live on Paradex.

Trade now with zero fees and 5x leverage.
app.paradex.trade/trade/CRCL-USD
…"


### Post #66 by @0xAllen
> **Author:** 0xAllen ([@0xAllen](https://x.com/0xAllen))  
> **Metrics:** 6 likes · 1 retweets · 7 comments · 2.8K views  

> **Posted:** 2026-07-01T03:07:31+00:00  


> **Source Link:** [https://x.com/0xAllen/status/2072155107307974946](https://x.com/0xAllen/status/2072155107307974946)  


> **Visual Note:** The image shows a stock chart snippet for Circle (ticker: CRCL) with a visible price of $69.489/69.489 alongside an earlier reference price of $62.63, accompanied by green and gray candlestick bars indicating price movement. This relates to the post where the author discusses their $69 cost basis on Circle and how, despite profiting on NBIS, they are now losing money on Circle due to unexpected negative news, emphasizing that buying at a low price is essential to profitability.  

> 
> "昨天我在 NBIS 吃的爽，我在 Circle 也被操的很惨！

这种级别的新闻是怎么预判也预判不到的，所以这是我无法掌控的情况，我唯一能掌控的只有我的持仓成本。

我是69U的成本，现在也开始亏钱了。但很多人是90、120甚至更高的成本。所以任何叙事任何机会要赚钱的前提是：买的便宜。"


### Post #67 by @esatoshiclub
> **Author:** Satoshi Club ([@esatoshiclub](https://x.com/esatoshiclub))  
> **Metrics:** 6 likes · 0 retweets · 2 comments · 2.8K views  

> **Posted:** 2026-07-01T16:02:15+00:00  


> **Source Link:** [https://x.com/esatoshiclub/status/2072350075469086746](https://x.com/esatoshiclub/status/2072350075469086746)  


> **Visual Note:** A table titled 'CRYPTO-RELATED STOCKS U.S. Trading Session' showing gains for MSTR (+11.28%), COIN (+10.58%), BMNR (+8.60%), BLSH (+7.55%), GEMI (+7.51%), HOOD (+7.37%), SBET (+6.77%), and CRCL (+3.46%).  

> 
> "Crypto-related stocks moved higher during the U.S. session:
$MSTR
 +11.28%
$COIN
 +10.58%
$BMNR
 +8.60%
$BLSH
 +7.55%
$GEMI
 +7.51%
$HOOD
 +7.37%
$SBET
 +6.77%
$CRCL
 +3.46%"


### Post #68 by @ZachHumphries
> **Author:** Zach Humphries ([@ZachHumphries](https://x.com/ZachHumphries))  
> **Metrics:** 14 likes · 1 retweets · 4 comments · 2.7K views  

> **Posted:** 2026-07-01T13:07:14+00:00  


> **Source Link:** [https://x.com/ZachHumphries/status/2072306030990549142](https://x.com/ZachHumphries/status/2072306030990549142)  


> **Visual Note:** The image shows the Circle ($CRCL) logo alongside a TradingView candlestick chart depicting a sharp decline in the stock price, dropping from around $66.31 to $54.95, visually illustrating the post's claim of a -17.55% slide after the company's removal from five major Russell Growth indexes.  

> 
> "$15.5B wiped from index eligibility.

Circle 
$CRCL
 just got the boot from 5 major Russell Growth indexes. The result ?

A brutal -17.55% slide, vaporizing $3.6B in market cap.

When you get removed from these benchmarks the mechanical selling from passive/institutional funds is"


### Post #69 by @BMNRBullz
> **Author:** BMNR Bullz ([@BMNRBullz](https://x.com/BMNRBullz))  
> **Metrics:** 25 likes · 3 retweets · 4 comments · 2.6K views  

> **Posted:** 2026-07-01T09:14:28+00:00  


> **Source Link:** [https://x.com/BMNRBullz/status/2072247457396703470](https://x.com/BMNRBullz/status/2072247457396703470)  


> **Visual Note:** The image displays the Circle logo alongside the company name "CIRCLE" in bold white text against a black background, with the circular emblem featuring a gradient of teal, blue, and purple. The logo represents Circle ($CRCL), the company mentioned in the post as a stablecoin issuer that recently lost its position in five Russell Growth indexes, highlighting the shifting competitive landscape in the stablecoin market.  

> 
> "WALL STREET IS NOT LEAVING STABLECOINS.

It is competing for them.

Circle reportedly lost its spot in five Russell Growth indexes and 
$CRCL
 is down hard.

But the bigger signal is $OUSD.

Visa, Stripe, Mastercard, BlackRock and Coinbase are now backing a shared stablecoin model"


### Post #70 by @bclaobai
> **Author:** 老白｜LaoBai ([@bclaobai](https://x.com/bclaobai))  
> **Metrics:** 4 likes · 0 retweets · 5 comments · 2.6K views  

> **Posted:** 2026-07-01T04:10:58+00:00  


> **Source Link:** [https://x.com/bclaobai/status/2072171076189356113](https://x.com/bclaobai/status/2072171076189356113)  


> 
> "Open USD 
@openstandard
 launched $CRCL, causing a sharp drop. If the industry develops well in the future, it will be able to accommodate more companies.

But now it's in the early stage of the "killing $CRCL" narrative (the model where issuers profit from spreads), so catching a"


### Post #71 by @HakResearch
> **Author:** Hak Research ([@HakResearch](https://x.com/HakResearch))  
> **Metrics:** 13 likes · 0 retweets · 2 comments · 2.6K views  

> **Posted:** 2026-07-01T07:03:16+00:00  


> **Source Link:** [https://x.com/HakResearch/status/2072214437373919646](https://x.com/HakResearch/status/2072214437373919646)  


> **Visual Note:** A TradingView candlestick chart for Circle ($CRCL) on a daily timeframe shows a sharp decline from highs around $192 down to $82.95, with price currently testing a support zone near $80 alongside an RSI indicator showing bearish momentum at oversold levels.  

> 
> "CIRCLE SẬP MẠNH KHI OPEN USD RA MẮT!

Có ae nào bắt đáy 
$CRCL
 không kìa?

Open Standard đã chính thức giới thiệu Open USD $OUSD tới cộng đồng với một số những đặc điểm nổi bật bao gồm:

 Không tính phí mint/redeem từ đó cạnh tranh trực tiếp với 2"


### Post #72 by @cryptojack
> **Author:** CryptoJack ([@cryptojack](https://x.com/cryptojack))  
> **Metrics:** 3 likes · 4 retweets · 4 comments · 2.3K views  

> **Posted:** 2026-07-01T20:07:15+00:00  


> **Source Link:** [https://x.com/cryptojack/status/2072411731897323766](https://x.com/cryptojack/status/2072411731897323766)  


> **Visual Note:** A scattered pile of U.S. $100 bills featuring Benjamin Franklin, with orange currency straps visible beneath.  

> 
> "LATEST:  Ark Invest bought $75M+ in crypto-related shares during June's selloff, including $44M in Coinbase, $25M in Circle, and $8.2M in Bullish."


### Post #73 by @MangoCommunity
> **Author:** cryptomango ([@MangoCommunity](https://x.com/MangoCommunity))  
> **Metrics:** 14 likes · 0 retweets · 15 comments · 2.2K views  

> **Posted:** 2026-07-01T07:28:35+00:00  


> **Source Link:** [https://x.com/MangoCommunity/status/2072220808802705888](https://x.com/MangoCommunity/status/2072220808802705888)  


> **Visual Note:** A Chinese-language infographic about Circle's stock falling 17% and the stablecoin war, featuring logos for Circle (USDC), Stripe, Coinbase, BlackRock, and Open USD, explaining the competition over reserve interest income.  

> 
> "Circle $CRCL's stock price crashed 17% today. On the surface, it's because it gained a new competitor. But to truly understand this stablecoin war, you first need to figure out what everyone is really fighting over.

Let's start with what happened. Stripe, Coinbase, and"


### Post #74 by @tpsquad_th
> **Author:** TP SQUAD ([@tpsquad_th](https://x.com/tpsquad_th))  
> **Metrics:** 31 likes · 9 retweets · 2 comments · 2.0K views  

> **Posted:** 2026-07-01T05:35:27+00:00  


> **Source Link:** [https://x.com/tpsquad_th/status/2072192336315269427](https://x.com/tpsquad_th/status/2072192336315269427)  


> **Visual Note:** A 1-hour candlestick chart of Circle Internet Group, Inc. (CRCL) on NYSE shows the stock plunging 17.47% to $62.60, with a visible downtrend from the $76.15 high to the $62.52 low, illustrating the sharp sell-off referenced in the post about CRCL's decline following the launch of the competing $OUSD stablecoin.  

> 
> "อวสาน Circle ?
เมื่อคืน Circle 
$CRCL
 ร่วงกว่า 17% จากการเปิดตัว $OUSD 

$OUSD คือ Stablecoin ตัวใหม่ของ Open Standard ซึ่งเป็นความร่วมมือกันของกลุ่มบริษัทใหญ่กว่า 140 บริษัท บริษัทที่ใช้ $OUSD จะได้ดอกเบี้ยจาก Reserve โดยตรงซึ่งต่างจากการใช้ 
$USDC
 ซึ่งขึ้นอยู่กับดีล"


### Post #75 by @Steam_Diary123
> **Author:** 区块链日记 ([@Steam_Diary123](https://x.com/Steam_Diary123))  
> **Metrics:** 52 likes · 0 retweets · 67 comments · 2.0K views  

> **Posted:** 2026-07-01T14:28:04+00:00  


> **Source Link:** [https://x.com/Steam_Diary123/status/2072326373558083689](https://x.com/Steam_Diary123/status/2072326373558083689)  


> **Visual Note:** A Chinese stock trading chart for Circle Internet Group Inc at $62.63, down 17.55%, showing price history from late 2025 to present with significant volatility.  

> 
> "Today, I saw Circle $CRCL plummet 13%!

It turns out that on June 30th, Visa, Mastercard, Stripe, Coinbase, BlackRock, and over 140 other institutions jointly announced the launch of Open USD (OUSD).

This isn't just any ordinary new stablecoin; its biggest features are:
 No"


### Post #76 by @Bitget_TradFi
> **Author:** Bitget TradFi ([@Bitget_TradFi](https://x.com/Bitget_TradFi))  
> **Metrics:** 14 likes · 0 retweets · 1 comments · 1.9K views  

> **Posted:** 2026-07-01T02:50:42+00:00  


> **Source Link:** [https://x.com/Bitget_TradFi/status/2072150878241661066](https://x.com/Bitget_TradFi/status/2072150878241661066)  


> **Visual Note:** A Bitget trading chart shows CRCL/USDT down 16.26% to $63.22 (24h low $62.12) on heavy overnight volume of 29.31K, with the sharp sell-off visibly occurring in late-session trading that corroborates the post's claim of a 16%+ drop following rival stablecoin announcements from Mastercard, Stripe, and BNY.  

> 
> "$CRCL
 is down over 16% after Mastercard, Stripe, BNY, and other major payments firms launched a rival stablecoin OUSD."


### Post #77 by @SolanaFloor
> **Author:** SolanaFloor ([@SolanaFloor](https://x.com/SolanaFloor))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 1.7K views  

> **Posted:** 2026-07-01T08:28:52+00:00  


> **Source Link:** [https://x.com/SolanaFloor/status/2072235981529616492](https://x.com/SolanaFloor/status/2072235981529616492)  


> **Visual Note:** The image displays an informational graphic announcing that Circle Internet Group (NYSE: CRCL) has been removed from multiple major Russell Growth Indexes as part of FTSE Russell's latest annual reconstitution, with the changes affecting five prominent Russell Growth benchmarks used by institutional and passive funds.  

> 
> "NEW: 
@circle
, issuer of 
$USDC
, has been removed from multiple major Russell Growth Indexes.

According to Simply Wall St, the move came as part of FTSE Russell's annual index reconstitution on June 26 and could prompt institutions tracking these indexes to reduce their CRCL"


### Post #78 by @0xcrypto_max
> **Author:** Max ([@0xcrypto_max](https://x.com/0xcrypto_max))  
> **Metrics:** 10 likes · 0 retweets · 7 comments · 1.7K views  

> **Posted:** 2026-07-01T06:08:08+00:00  


> **Source Link:** [https://x.com/0xcrypto_max/status/2072200561177588070](https://x.com/0xcrypto_max/status/2072200561177588070)  


> 
> "我不是CRCL“邪教派”的
我也买了CRCL
做交易不能死磕
目前给我的感觉是像外卖大战
OUSD直接把利润给了分销渠道
CRCL见状，如果后面确定OUSD生意模式跑得通，那必须要改生意模式，可能要分更多利润给到外边
那最后不就是外卖大战
双方自己掏钱给补贴，利润压缩
哎，再看看，前几天才说刚开始定投"


### Post #79 by @DecryptMedia
> **Author:** Decrypt ([@DecryptMedia](https://x.com/DecryptMedia))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 1.6K views  

> **Posted:** 2026-07-01T18:13:00+00:00  


> **Source Link:** [https://x.com/DecryptMedia/status/2072382983760171277](https://x.com/DecryptMedia/status/2072382983760171277)  


> 
> "CRCL Sell-Off 'Looks Overdone' Say Analysts as Circle CEO Addresses Open USD Threat"


### Post #80 by @get_truenorth
> **Author:** TrueNorth AI ([@get_truenorth](https://x.com/get_truenorth))  
> **Metrics:** 22 likes · 3 retweets · 3 comments · 1.6K views  

> **Posted:** 2026-07-01T12:24:37+00:00  


> **Source Link:** [https://x.com/get_truenorth/status/2072295306050367982](https://x.com/get_truenorth/status/2072295306050367982)  


> **Visual Note:** A hand-drawn technical chart for CRCL showing it's 'STUCK BETWEEN $50 AND $76', with the current price at $62.63, noting a gap, resistance levels at $76-$80 and $98, and support at $50 (Feb all-time low).  

> 
> "The headlines say 
$OUSD
 crashed 
@circle
 $CRCL
 .

The tape says CRCL was already down 46% before OUSD even existed.

We mapped the levels on TrueNorth AI.

OUSD is an accelerant on a decline that was already 46% deep, and that changes"


### Post #81 by @Jennyinweb3
> **Author:** Jenniferlam｜请不要叫我J姐 ([@Jennyinweb3](https://x.com/Jennyinweb3))  
> **Metrics:** 39 likes · 0 retweets · 21 comments · 1.5K views  

> **Posted:** 2026-07-01T04:11:10+00:00  


> **Source Link:** [https://x.com/Jennyinweb3/status/2072171125690511508](https://x.com/Jennyinweb3/status/2072171125690511508)  


> **Video Content:** A young woman takes mirror selfies in a commercial area, transitioning from a slightly blurry close-up shot to clearer, more composed poses in subsequent frames. She wears a green halter knit top with white flowy pants and carries a white shoulder bag, with a yellow scooter and pedestrians visible in the background. One reflection shows a reversed "CGV" cinema sign, while another frame displays a partial neon sign with Chinese-style text, tying the casual outfit showcase to a shopping district setting.  

> 
> "My faith in CRCL has been shattered  
The recent crypto circle blows are hitting harder than ever  
First it was MSTR, now it's CRCL  
Is this a bottom signal?  

No matter who it is, anyway, buy the dip and add to BTC...  
Market swings can't ruin my good mood....

[Spoken audio]: 구독과 좋아요 부탁드려요!"


### Post #82 by @rinpro_btc
> **Author:** りん / Project Rin投資fireチャンネル ([@rinpro_btc](https://x.com/rinpro_btc))  
> **Metrics:** 7 likes · 0 retweets · 0 comments · 1.4K views  

> **Posted:** 2026-07-01T07:31:23+00:00  


> **Source Link:** [https://x.com/rinpro_btc/status/2072221512275472885](https://x.com/rinpro_btc/status/2072221512275472885)  


> **Visual Note:** A DeFi liquidity pool dashboard shows the CRCLx/USDC position is "Out of Range" with a current price of 62.001, while the range spans from 84.3 to 265.32, resulting in a Total PnL of -$680.67 on a $1,217.52 balance—consistent with the post about an LP position placed on Circle's xStocks (CRCLx) that has fallen out of range and is accruing impermanent loss.  

> 
> "放置していたxStocksのCRCLサークルのLP"


### Post #83 by @LlgoFe
> **Author:** fe llgo r ([@LlgoFe](https://x.com/LlgoFe))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 1.4K views  

> **Posted:** 2026-07-01T10:05:02+00:00  


> **Source Link:** [https://x.com/LlgoFe/status/2072260179010433057](https://x.com/LlgoFe/status/2072260179010433057)  


> **Visual Note:** A Chinese-language infographic comparing USDT 1.0, USDC 2.0, and Open USD 3.0, titled '丧钟为谁而鸣 — Circle与USDC 支付叙事的墓志铭', analyzing the evolution of stablecoins and payment networks.  

> 
> "The long-term regular investment in the CRCL strategy is finally coming to an end . Making money is really tough, huh."


### Post #84 by @Rita88
> **Author:** Rita ([@Rita88](https://x.com/Rita88))  
> **Metrics:** 12 likes · 0 retweets · 14 comments · 1.2K views  

> **Posted:** 2026-07-01T04:52:30+00:00  


> **Source Link:** [https://x.com/Rita88/status/2072181527644082447](https://x.com/Rita88/status/2072181527644082447)  


> **Visual Note:** A cryptocurrency trading app showing the CRCLX/USDT pair priced at 63.15, down 16.35%, with buy and sell buttons in Chinese.  

> 
> "Back then, I used 1/10 of my wallet balance to buy $CRCL

First time buying US stocks, total noob

Teachers, what are you buying?  Take your little brother along, please?"


### Post #85 by @Jiu404438676261
> **Author:** Tia 加密说 ([@Jiu404438676261](https://x.com/Jiu404438676261))  
> **Metrics:** 40 likes · 0 retweets · 50 comments · 1.2K views  

> **Posted:** 2026-07-01T02:42:52+00:00  


> **Source Link:** [https://x.com/Jiu404438676261/status/2072148905274532319](https://x.com/Jiu404438676261/status/2072148905274532319)  


> 
> "Visa, BlackRock, and other giants are teaming up to launch a new stablecoin, Open USD (OUSD). Circle 
@circle
 faces its strongest competitor yet, with $CRCL dropping over 17% in response.

Circle's moat may be getting directly "encircled" for the first time, with the competitive"


### Post #86 by @aisarcore
> **Author:** Aisar ([@aisarcore](https://x.com/aisarcore))  
> **Metrics:** 13 likes · 1 retweets · 11 comments · 1.2K views  

> **Posted:** 2026-07-01T14:06:00+00:00  


> **Source Link:** [https://x.com/aisarcore/status/2072320823273165088](https://x.com/aisarcore/status/2072320823273165088)  


> **Visual Note:** A stock chart for Circle Internet Group, Inc. (NYSE) showing a weekly decline of -14.87% (-10.94) and a highlighted recent drop of -77.42 (-55.21%).  

> 
> "Circle 
$CRCL
 stock is dumping hard

From April till now, the stock has dropped by about 55%

This is after it was reported that Coinbase, Stripe, and BlackRock are all supporting a rival stablecoin (Open USD)

Circle 
$CRCL
 has also been removed from five Russell Growth benchmarks"


### Post #87 by @0xAA_Science
> **Author:** 0xAA ([@0xAA_Science](https://x.com/0xAA_Science))  
> **Metrics:** 2 likes · 0 retweets · 1 comments · 1.2K views  

> **Posted:** 2026-07-01T16:20:25+00:00  


> **Source Link:** [https://x.com/0xAA_Science/status/2072354647482990881](https://x.com/0xAA_Science/status/2072354647482990881)  


> **Visual Note:** The image shows a financial news article in Chinese titled "报道：Meta筹划进军云计算市场，以出售富余的AI算力资源" (Report: Meta plans to enter the cloud computing market by selling surplus AI computing resources) dated 07/01, displaying Meta (META.US) up +10.02% at $619.74, while AI infrastructure competitors NEBIUS (NBIS.US) fell -13.33% to $239.35 and CoreWeave (CRWV.US) dropped -12.37% to $87.23. This illustrates the post's point perfectly—Meta's new "Meta Compute" venture selling excess AI compute directly crushed competing AI infrastructure stocks like NBIS and CRWV, validating the poster's frustration about Llama's underperformance being overshadowed by the market's negative reaction to Meta's cloud ambitions.  

> 
> "Originally, $NBIS was rebounding nicely these past couple of days, but then Meta announced its entry into the cloud computing/AI computing power market, and it directly got smashed down -13%!

I get how $CRCL holders felt yesterday now!

Llama is done so poorly, it can't even use"


### Post #88 by @eastweb3eth
> **Author:** Jealousy 尼卡 ([@eastweb3eth](https://x.com/eastweb3eth))  
> **Metrics:** 32 likes · 2 retweets · 31 comments · 1.2K views  

> **Posted:** 2026-07-01T06:49:53+00:00  


> **Source Link:** [https://x.com/eastweb3eth/status/2072211068685054304](https://x.com/eastweb3eth/status/2072211068685054304)  


> **Visual Note:** Chinese-language analysis of Circle ($CRCL) stock showing a price of $65.52 (-17.55%), featuring a price chart, recent news about Circle Payments Network and Arc blockchain, and investment strategy advice.  

> 
> "Let's chat about it—this is my take on this wave with $CRCL.

Ever since the $OUSD news dropped last night, the timeline and little notification bells have been basically flooded with bearish takes.

$CRCL didn't disappoint either, plunging 17.55% in response to the market's"


### Post #89 by @gumpbing
> **Author:** 火星甘 ([@gumpbing](https://x.com/gumpbing))  
> **Metrics:** 6 likes · 1 retweets · 3 comments · 1.1K views  

> **Posted:** 2026-07-01T03:54:45+00:00  


> **Source Link:** [https://x.com/gumpbing/status/2072166996968653008](https://x.com/gumpbing/status/2072166996968653008)  


> 
> "先说观点：我看好 crcl ，我认为其有护城河，而且很深

 护城河1：合规的链上王者

现在的稳定币其实非常多，但在我看来，目前为止没有一个能和 usdc 打的

合规的好处是可以吸引到更多的生态加入，没有后顾之忧，所以可以预见，在链上这块，usdc会越来越厉害"


### Post #90 by @superdan
> **Author:** Superdan ([@superdan](https://x.com/superdan))  
> **Metrics:** 43 likes · 0 retweets · 54 comments · 1.0K views  

> **Posted:** 2026-07-01T03:21:28+00:00  


> **Source Link:** [https://x.com/superdan/status/2072158620381577441](https://x.com/superdan/status/2072158620381577441)  


> **Visual Note:** A partially blurred Chinese trading app screenshot showing the ticker 'rGLLW' with a blue 'C' logo next to 康宁, displaying 成本价 (USDT) cost price fields and other redacted market data.  

> 
> "Zi Shi Strict Selection, Bound to Produce Masterpieces

Only "Hui Gen" Followers, No "Hui Follow"

Too fierce $GLW , bought around 185, almost sold out,,

$CRCL dropped so much,, let it keep dropping

Yesterday Zi Shi recommended robots, next up planning to buy some robot"


### Post #91 by @Patrade_Buer
> **Author:** 帕尔 | 無極Infinity® ([@Patrade_Buer](https://x.com/Patrade_Buer))  
> **Metrics:** 1 likes · 0 retweets · 2 comments · 963 views  

> **Posted:** 2026-07-01T15:11:40+00:00  


> **Source Link:** [https://x.com/Patrade_Buer/status/2072337349510627347](https://x.com/Patrade_Buer/status/2072337349510627347)  


> **Visual Note:** A TradingView stock chart for Alibaba Group (9988.HK) on a daily timeframe, displaying price action around the 85-90 HKD range with technical analysis levels marked at 139.640, 112.475, and 65.302, showing a blue arrow projection upward.  

> 
> "对于 
$CRCL
 ，昨晚因为 OUSD 的信息 和一波下跌，大家议论纷。
我的观点很简单：
 稳定币是 贝森特—沃什 强美元策略关键一环， 跟黄金-石油-稳定币一起组成强三角政策环，所以从政策角度 稳定币才刚刚开始。
 目前全球稳定币市值3114亿美元，全球一年石油消费额约 2.79 万亿美元，约为稳定币市场的"


### Post #92 by @gumpbing
> **Author:** 火星甘 ([@gumpbing](https://x.com/gumpbing))  
> **Metrics:** 4 likes · 1 retweets · 0 comments · 942 views  

> **Posted:** 2026-07-01T04:44:42+00:00  


> **Source Link:** [https://x.com/gumpbing/status/2072179567859769593](https://x.com/gumpbing/status/2072179567859769593)  


> 
> "这个关于 crcl 的讲的很好

我很认同。"


### Post #93 by @oxgeek
> **Author:** geek ([@oxgeek](https://x.com/oxgeek))  
> **Metrics:** 21 likes · 1 retweets · 7 comments · 873 views  

> **Posted:** 2026-07-01T18:16:45+00:00  


> **Source Link:** [https://x.com/oxgeek/status/2072383926103081383](https://x.com/oxgeek/status/2072383926103081383)  


> **Visual Note:** A screenshot of the canbora Trade interface showing the 'Points' page with quest statistics (Completed 10/33, 4,855 pts earned, 17,300 pts available) and a list of perpetual trading quests like 'First Canton Coin Perp Trade' and 'First ZEC Perp Trade'.  

> 
> "tomorrow maybe too late.

let's start the alpha today.

i saw additional ways to earn points on canton today.

not signed up ?
start here: 
points.canborsa.com/r/YU48GWSE

on perps, open trade on the following tickers:

5x leverage
- CC 

10x leverage
- ZEC
- CRCL
- META
- AMD

20x"


### Post #94 by @0xRandle
> **Author:** Randle ([@0xRandle](https://x.com/0xRandle))  
> **Metrics:** 5 likes · 0 retweets · 1 comments · 866 views  

> **Posted:** 2026-07-01T07:12:34+00:00  


> **Source Link:** [https://x.com/0xRandle/status/2072216778487234702](https://x.com/0xRandle/status/2072216778487234702)  


> 
> "拿crcl的人仿佛是中了邪一样，不肯客观分析事实

一个稳定币最重要的就是主权信用背书，币圈之于传统金融就等于蚍蜉见青天，连边角料都算不上，币圈就是个巨大的盘子，crcl完全没有政治优势，没啥可能给他做

弱监管甚至不受监管是币圈的优势，同时也是弊端"


### Post #95 by @bullrunalpha
> **Author:** Adam ([@bullrunalpha](https://x.com/bullrunalpha))  
> **Metrics:** 14 likes · 6 retweets · 3 comments · 836 views  

> **Posted:** 2026-07-01T00:28:02+00:00  


> **Source Link:** [https://x.com/bullrunalpha/status/2072114972516135381](https://x.com/bullrunalpha/status/2072114972516135381)  


> **Visual Note:** A woman in a dark blazer stands smiling in front of a 'CIRCLE' branded backdrop with dollar sign logos.  

> 
> "$CRCL
 — Cathie Wood and Arc bought another 52,455 shares of Circle today.

They’ve bought 212,423 shares in the last 3 days.
$USDC
 $EURC
 $USYC
 #Arc #Stablecoin"


### Post #96 by @tesnguyeneth
> **Author:** Tes Nguyen ([@tesnguyeneth](https://x.com/tesnguyeneth))  
> **Metrics:** 1 likes · 0 retweets · 1 comments · 776 views  

> **Posted:** 2026-07-01T01:29:12+00:00  


> **Source Link:** [https://x.com/tesnguyeneth/status/2072130368321568985](https://x.com/tesnguyeneth/status/2072130368321568985)  


> **Visual Note:** Financial trading chart showing SOL/Bitcoin (BTC) price pair, with the current value at 0.0012570 (+0.0000006, +0.05%) and a candlestick chart showing an uptrend over time.  

> 
> "Open Standard will deploy the world's largest stablecoin $OUSD.

Expected in Q3 or Q4, 2026.

Profits will be shared with participating partners instead of belonging to a single company like USDT/USDC anymore. Immediately, Circle $CRCL dropped nearly 18% in the trading session."


### Post #97 by @Jason23818126
> **Author:** Dr. Moyu｜摸鱼局长 ([@Jason23818126](https://x.com/Jason23818126))  
> **Metrics:** 23 likes · 1 retweets · 24 comments · 758 views  

> **Posted:** 2026-07-01T13:56:02+00:00  


> **Source Link:** [https://x.com/Jason23818126/status/2072318313703821600](https://x.com/Jason23818126/status/2072318313703821600)  


> **Visual Note:** A Chinese-language infographic titled "Circle vs OUSD" analyzing the competitive landscape, with sections explaining why the market shorted CRCL, why Circle can't be ruled out, OUSD's alliance model difficulties, and the author's strategy.  

> 
> "昨天 $OUSD 消息出来后，$CRCL 跌得挺狠，我自己也被套了

OUSD 这套模式确实有冲击力，零费用铸造赎回、储备收益共享，再加上一堆传统金融和支付巨头站台，短期肯定会让市场重新评估 Circle 的护城河
以前大家默认 USDC 在合规稳定币里很强，现在突然来了一个资源很猛的新玩家，$CRCL"


### Post #98 by @bullrunalpha
> **Author:** Adam ([@bullrunalpha](https://x.com/bullrunalpha))  
> **Metrics:** 20 likes · 7 retweets · 1 comments · 684 views  

> **Posted:** 2026-07-01T10:56:04+00:00  


> **Source Link:** [https://x.com/bullrunalpha/status/2072273022912749671](https://x.com/bullrunalpha/status/2072273022912749671)  


> **Visual Note:** A news article noting that Clear Street analyst Owen Lau called the 18% selloff in Circle Internet (CRCL) shares 'excessive' following news of Open Standard's new stablecoin, maintaining a Buy rating with a $157 price target.  

> 
> "$CRCL
 — Clear Street reiterates Buy rating and $157 price target.
$USDC
 $EURC
 $USYC
 $Stablecoin #Arc"


### Post #99 by @Web3Eden01
> **Author:** Eden ([@Web3Eden01](https://x.com/Web3Eden01))  
> **Metrics:** 10 likes · 1 retweets · 23 comments · 604 views  

> **Posted:** 2026-07-01T09:53:14+00:00  


> **Source Link:** [https://x.com/Web3Eden01/status/2072257211661979676](https://x.com/Web3Eden01/status/2072257211661979676)  


> **Visual Note:** A Chinese infographic titled '$CRCL暴跌之后' analyzing Circle (CRCL) stock crash, discussing USDC stablecoin, Open USD, Visa/Stripe/Coinbase partnerships, and USDC's role in DeFi and global stablecoin trends.  

> 
> "Lately, $CRCL has been getting slammed hard, especially since that Open USD came out—Visa, Stripe, and even Coinbase all jumped ship to the other side. Plenty of folks are saying the Circle CEO squandered a winning hand, with some even taking losses and bailing out. But man, the"


### Post #100 by @BeiDao_98
> **Author:** 北岛 ([@BeiDao_98](https://x.com/BeiDao_98))  
> **Metrics:** 3 likes · 0 retweets · 5 comments · 576 views  

> **Posted:** 2026-07-01T06:30:36+00:00  


> **Source Link:** [https://x.com/BeiDao_98/status/2072206215044866331](https://x.com/BeiDao_98/status/2072206215044866331)  


> **Visual Note:** TradingView chart showing Circle Internet Group (CRCL) stock on NYSE at $62.63, down 17.55% with after-hours trading at $57.08 (-8.85%).  

> 
> "我tm来了
梭了 
$CRCL"


### Post #101 by @JetXBT
> **Author:** Jet ([@JetXBT](https://x.com/JetXBT))  
> **Metrics:** 2 likes · 0 retweets · 3 comments · 465 views  

> **Posted:** 2026-07-01T04:58:09+00:00  


> **Source Link:** [https://x.com/JetXBT/status/2072182949378920877](https://x.com/JetXBT/status/2072182949378920877)  


> 
> "My X timeline is flooded with FUD on 
$CRCL
 .

I think it’s a good time to buy.

Buy and hold 
$CRCL
 , easily 10x next bull run."


### Post #102 by @paradex
> **Author:** Paradex ([@paradex](https://x.com/paradex))  
> **Metrics:** 2 likes · 0 retweets · 0 comments · 437 views  

> **Posted:** 2026-07-01T10:41:34+00:00  


> **Source Link:** [https://x.com/paradex/status/2072269373310644472](https://x.com/paradex/status/2072269373310644472)  


> **Visual Note:** A promotional graphic for 'PARADEX NEW LISTING' of 'CIRCLE INTERNET GROUP' (CRCL - USD), featuring a metallic coin logo and text reading 'ZERO FEES • 5x LEVERAGE' with the URL app.paradex.trade.  

> 
> "New Listing:
Circle Internet Group 
$CRCL
 perps are now live on Paradex.

Trade now with zero fees and 5x leverage.
app.paradex.trade/trade/CRCL-USD
…"


### Post #103 by @diamondhandjs
> **Author:** J$ ([@diamondhandjs](https://x.com/diamondhandjs))  
> **Metrics:** 4 likes · 0 retweets · 0 comments · 436 views  

> **Posted:** 2026-07-01T05:56:34+00:00  


> **Source Link:** [https://x.com/diamondhandjs/status/2072197653786743009](https://x.com/diamondhandjs/status/2072197653786743009)  


> 
> "Block keywords
CRCL
Your timeline will look much better
It's very simple
Buy when you feel the mood has bottomed out
Sell if you don't like it
No need to watch others argue"


### Post #104 by @Trader_S18
> **Author:** TraderS | 缺德道人 ([@Trader_S18](https://x.com/Trader_S18))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 422 views  

> **Posted:** 2026-07-01T05:43:45+00:00  


> **Source Link:** [https://x.com/Trader_S18/status/2072194427733545428](https://x.com/Trader_S18/status/2072194427733545428)  


> **Visual Note:** A Chinese economic data table shows U.S. June figures at 20:30, including unemployment rate (4.30%), seasonally adjusted non-farm payrolls (17.2万 vs forecast 11万), and initial jobless claims for June 27 (21.5万 vs forecast 22万).  

> 
> "今天早上大饼新低，但是社区讨论热度非常低，低到让人怀疑币圈是不是已经死了，所有人都已经去玩美股了。再加上Circle 
$CRCL
 被移出指数后股价跳水，稳定币叙事叠加了双重打击。

币圈真的就这么完蛋了吗？我想应该是不会的，AI叙事出现之后，币圈确实失去了2021年牛市时占据C位的可能性"


### Post #105 by @cryptodailyuk
> **Author:** Crypto Daily™ ([@cryptodailyuk](https://x.com/cryptodailyuk))  
> **Metrics:** 1 likes · 0 retweets · 1 comments · 379 views  

> **Posted:** 2026-07-01T05:24:20+00:00  


> **Source Link:** [https://x.com/cryptodailyuk/status/2072189540077289643](https://x.com/cryptodailyuk/status/2072189540077289643)  


> 
> "Circle’s Open USD Shock: Why a New Stablecoin Alliance Just Hit the USDC Stock Trade

17% slide in 
$CRCL
 shares followed Open USD’s launch as a 140+ partner stablecoin network returns reserve yield to participants.  ’s moat faces a new test."


### Post #106 by @blckchaindaily
> **Author:** Blockchain Daily News ([@blckchaindaily](https://x.com/blckchaindaily))  
> **Metrics:** 1 likes · 0 retweets · 0 comments · 372 views  

> **Posted:** 2026-07-01T13:08:23+00:00  


> **Source Link:** [https://x.com/blckchaindaily/status/2072306321676800055](https://x.com/blckchaindaily/status/2072306321676800055)  


> 
> "BERNSTEIN SEES 203% UPSIDE FOR CIRCLE EVEN AS NEW STABLECOIN RIVAL OUSD DEBUTS 
$CRCL"


### Post #107 by @Airdrop_Lin
> **Author:** 0xLin ([@Airdrop_Lin](https://x.com/Airdrop_Lin))  
> **Metrics:** 3 likes · 0 retweets · 1 comments · 370 views  

> **Posted:** 2026-07-01T05:24:21+00:00  


> **Source Link:** [https://x.com/Airdrop_Lin/status/2072189543475024070](https://x.com/Airdrop_Lin/status/2072189543475024070)  


> 
> "對於 
$CRCL
 不用太悲觀， $OUSD 的誕生，背後是龐大的用戶群體增量，未來各應用在選擇支付方式時，支付的方式大概率是可選項，不會強制一定要使用 OUSD

OUSD 背後是 Visa、Mastercard、Stripe、Coinbase、BlackRock、BNY Mellon 與 Alphabet"


### Post #108 by @Lee_dogin
> **Author:** Lee_Dogin ([@Lee_dogin](https://x.com/Lee_dogin))  
> **Metrics:** 6 likes · 0 retweets · 1 comments · 355 views  

> **Posted:** 2026-07-01T03:24:28+00:00  


> **Source Link:** [https://x.com/Lee_dogin/status/2072159376371335494](https://x.com/Lee_dogin/status/2072159376371335494)  


> **Visual Note:** 1-hour candlestick chart for Circle Internet Group (Cboe One) showing a sharp decline from highs of 77.130 to lows near 62.000, with a current price around 63.000.  

> 
> "Is it really over now? What will happen to CIRCLE going forward?

The $CRCL, which once reached an all-time high of $140, has plummeted to $62 overnight, effectively putting it at a life-or-death crossroads.

With the launch news of OUSD (Open USD), CIRCLE has been placed in a"


### Post #109 by @CryptoWesearch
> **Author:** Crypto Wesearch 每日幣研 ([@CryptoWesearch](https://x.com/CryptoWesearch))  
> **Metrics:** 0 likes · 0 retweets · 2 comments · 332 views  

> **Posted:** 2026-07-01T10:49:26+00:00  


> **Source Link:** [https://x.com/CryptoWesearch/status/2072271354519543991](https://x.com/CryptoWesearch/status/2072271354519543991)  


> **Visual Note:** [caption-failed: minimax unavailable]  

> 
> "$CRCL Plummets -17.55%! Cathie Wood's 
@ARKInvest
 Fund Adds Over $8 Million This Week
Visa, Mastercard, Stripe, BlackRock, Google, Coinbase, and 140+ Other Companies Become Partners; New Stablecoin Open USD ($OUSD) Expected to Launch in the Second Half of the Year
@circle
's Past"


### Post #110 by @lowesyang
> **Author:** Lowes ([@lowesyang](https://x.com/lowesyang))  
> **Metrics:** 5 likes · 0 retweets · 0 comments · 327 views  

> **Posted:** 2026-07-01T16:20:17+00:00  


> **Source Link:** [https://x.com/lowesyang/status/2072354616356770058](https://x.com/lowesyang/status/2072354616356770058)  


> 
> "Always bullish on 
$USDC
 and 
$CRCL"


### Post #111 by @WizzyOnChain
> **Author:** Wizzy ([@WizzyOnChain](https://x.com/WizzyOnChain))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 261 views  

> **Posted:** 2026-07-01T11:07:00+00:00  


> **Source Link:** [https://x.com/WizzyOnChain/status/2072275774988812458](https://x.com/WizzyOnChain/status/2072275774988812458)  


> **Visual Note:** A professional headshot portrait of a bald man wearing a light purple dress shirt against a gray background.  

> 
> "CRCL down 16% as Circle's CEO defends USDC margins against the Open Standard Dollar's revenue-sharing model.

The threat: OUSD splits yield with partners. If it gains traction, Circle's profitability takes the hit."


### Post #112 by @blckchaindaily
> **Author:** Blockchain Daily News ([@blckchaindaily](https://x.com/blckchaindaily))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 234 views  

> **Posted:** 2026-07-01T05:34:31+00:00  


> **Source Link:** [https://x.com/blckchaindaily/status/2072192104298684642](https://x.com/blckchaindaily/status/2072192104298684642)  


> 
> "CIRCLE 
$CRCL
 REMOVED FROM SEVERAL RUSSELL GROWTH INDEXES DURING ANNUAL RECONSTITUTION"


### Post #113 by @BTCdayu
> **Author:** 大宇 ([@BTCdayu](https://x.com/BTCdayu))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 233 views  

> **Posted:** 2026-07-01T08:19:57+00:00  


> **Source Link:** [https://x.com/BTCdayu/status/2072233734183780543](https://x.com/BTCdayu/status/2072233734183780543)  


> **Video Content:** A bearded man with long hair wearing red robes has a serious expression in what appears to be a scene from a Chinese historical drama, with another figure visible in the background.  

> 
> "CRCL 下跌中
有人问我怎么了

我直接发了这个视频给他"


### Post #114 by @qingqingge152
> **Author:** 币圈晴格格 ([@qingqingge152](https://x.com/qingqingge152))  
> **Metrics:** 6 likes · 0 retweets · 6 comments · 192 views  

> **Posted:** 2026-07-01T04:22:49+00:00  


> **Source Link:** [https://x.com/qingqingge152/status/2072174059803283913](https://x.com/qingqingge152/status/2072174059803283913)  


> **Visual Note:** Promotional graphic for RAX Finance x ChainGPT collaboration offering a 500,000 Credits pool worth 5,000 USDT.  

> 
> "买的CRCL昨天也跌惨了，早知道还不如买QQQ拿着呢，得搞点活动回回血。

之前重点推过的 
@RaxFinance
  ，它把高端显卡设备和数据中心的算力整合上链。对用户来说，不需要懂复杂的配置，在屏幕上点一点就能按需调用全球算力，彻底打破了硬件垄断。

最近联手 
@Chain_GPT"


### Post #115 by @Satoshi_Talks
> **Author:** Satoshi Talks ([@Satoshi_Talks](https://x.com/Satoshi_Talks))  
> **Metrics:** 1 likes · 0 retweets · 0 comments · 152 views  

> **Posted:** 2026-07-01T17:19:50+00:00  


> **Source Link:** [https://x.com/Satoshi_Talks/status/2072369602579812555](https://x.com/Satoshi_Talks/status/2072369602579812555)  


> **Visual Note:** A table titled 'CRYPTO-RELATED STOCKS' showing U.S. Trading Session performance, with Strategy (MSTR) leading at +11.28%, followed by Coinbase (COIN) +10.58%, Bitmine (BMNR) +8.60%, Bullish (BLSH) +7.55%, Gemini (GEMI) +7.51%, Robinhood (HOOD) +7.37%, Sharplink (SBET) +6.77%, and CIRCLE (CRCL) +3.46%.  

> 
> "Crypto-related stocks moved higher during the U.S. session:
$MSTR
 +11.28%
$COIN
  +10.58%
$BMNR
 +8.60%
$BLSH
   +7.55%
$GEMI
    +7.51%
$HOOD
  +7.37%
$SBET
    +6.77%
$CRCL
   +3.46%"


### Post #116 by @mysucesstory
> **Author:** Justdoit ([@mysucesstory](https://x.com/mysucesstory))  
> **Metrics:** 15 likes · 1 retweets · 6 comments · 137 views  

> **Posted:** 2026-07-01T17:55:22+00:00  


> **Source Link:** [https://x.com/mysucesstory/status/2072378543838003213](https://x.com/mysucesstory/status/2072378543838003213)  


> **Video Content:** The video features a man speaking directly to the camera in what appears to be a selfie-style recording, with his facial expressions shifting as he talks against a backdrop of a beige door and wall with striped shadows. His mouth movements and slight head motions indicate he is delivering commentary, likely related to the accompanying post about the OUSD announcement, stablecoin developments, and $CRCL positions. No on-screen text, tickers, or numbers are visible in the frames.  

> 
> "The OUSD announcement reaction from CT just look off to me from a user standpoint 

120+ firms coming together means stablecoin is lucrative enough that everyone wants a cut of the pie and the news shake some investors out of there 
$CRCL
 positions which I think is normal in this

[Spoken audio]: The OUSD say announcement, I don't even understand why the O space take it like that because it's supposed to be like a good thing, right? More adoption, stable kind of adoption, that's good, like more competition in the space, it makes sense to me. But then the O space has took me like oh, because circle stock is down now, that's the end of circle. Like how does it even sound to you, like that would be the end of someone that has been building for like a decade. is not more competitive in the market. And 10 go for circle, they are already introducing AK. And what AK is doing is just something a lot of people don't even understand yet. And Mia is going to take time for people to wake up to it. And it makes sense. And to Mia I said yesterday, this is a good opportunity for anybody that is looking to buy the circle stock."


### Post #117 by @jiamihst
> **Author:** 加密黄少天 ([@jiamihst](https://x.com/jiamihst))  
> **Metrics:** 8 likes · 0 retweets · 9 comments · 132 views  

> **Posted:** 2026-07-01T09:40:20+00:00  


> **Source Link:** [https://x.com/jiamihst/status/2072253964842655910](https://x.com/jiamihst/status/2072253964842655910)  


> **Visual Note:** Text describing Open USD's three key design principles: Build for scale, Earn by default, and Govern collaboratively through Open Standard.  

> 
> "CRCL 暴跌，很多人以为是因为又来了一个稳定币。

其实，真正让市场害怕的是 Open USD 改变了稳定币的利益分配机制。

过去，USDC 的储备收益主要归 Circle；未来，Open USD 希望把这部分收益分给 Visa、Mastercard、Coinbase、Stripe 等生态伙伴。

如果你是支付公司，推广谁更赚钱？"


### Post #118 by @FLS_OTC
> **Author:** 福禄寿 UV DAO ([@FLS_OTC](https://x.com/FLS_OTC))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 85 views  

> **Posted:** 2026-07-01T05:39:59+00:00  


> **Source Link:** [https://x.com/FLS_OTC/status/2072193477988036711](https://x.com/FLS_OTC/status/2072193477988036711)  


> 
> "抢CRCL的蛋糕"


### Post #119 by @CryptoWesearch
> **Author:** Crypto Wesearch 每日幣研 ([@CryptoWesearch](https://x.com/CryptoWesearch))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 45 views  

> **Posted:** 2026-07-01T10:49:29+00:00  


> **Source Link:** [https://x.com/CryptoWesearch/status/2072271367521939460](https://x.com/CryptoWesearch/status/2072271367521939460)  


> **Visual Note:** ARK Invest trade notification dated 6/30/2026 listing ETF trades including ARKK, SOFI, RBLX, COIN, HOOD, ROKU, and others.  

> 
> "木頭姐的 
@ARKInvest
 基金於 6/29 和 6/30 共買入 132,046 股 $CRCL，保守估計共超 800 萬美元"


### Post #120 by @ervema
> **Author:** Player One ([@ervema](https://x.com/ervema))  
> **Metrics:** 2 likes · 0 retweets · 4 comments · 30 views  

> **Posted:** 2026-07-01T07:06:56+00:00  


> **Source Link:** [https://x.com/ervema/status/2072215359839756372](https://x.com/ervema/status/2072215359839756372)  


> **Visual Note:** An ARK Invest trade notification dated 6/30/2026 showing ARKK buy orders for SOFI, CRCL, BLSH, COIN, AMZN, HOOD, RXRX, XE, SNOW, and sell orders for VCYT, BABA, TXG, TWST, plus an ARKQ sell order for SRTA.  

> 
> "Circle股价暴跌之际Ark Inves再次「抄底」买入328万美元CRCL

Cathie Wood 旗下 Ark Invest 在昨日 Circle 股票暴跌 17.6% 之际，再次「抄底」买入 52,455 股 Circle（328 万美元）"


### Post #121 by @Tiendientu_com
> **Author:** Tiền Điện Tử ([@Tiendientu_com](https://x.com/Tiendientu_com))  
> **Metrics:** 1 likes · 0 retweets · 2 comments · 27 views  

> **Posted:** 2026-07-01T03:00:26+00:00  


> **Source Link:** [https://x.com/Tiendientu_com/status/2072153324879745103](https://x.com/Tiendientu_com/status/2072153324879745103)  


> **Visual Note:** Stock chart for Circle Internet Group, Inc. showing a sharp decline to 63.58, down 12.38 (-16.30%), with red candlesticks indicating a significant drop in price.  

> 
> "$CRCL
 lao dốc gần 20% chỉ sau một đêm!

Nguyên nhân? BlackRock, Mastercard, Stripe cùng hơn 140 tổ chức vừa công bố OpenUSD.

Đây không phải sản phẩm của riêng một công ty, mà là hạ tầng stablecoin dùng chung cho cả hệ sinh thái.

 Nếu OpenUSD thành công,"


### Post #122 by @ShuYu622
> **Author:** 大鱼 ([@ShuYu622](https://x.com/ShuYu622))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 25 views  

> **Posted:** 2026-07-01T03:14:55+00:00  


> **Source Link:** [https://x.com/ShuYu622/status/2072156973139976638](https://x.com/ShuYu622/status/2072156973139976638)  


> **Visual Note:** Bar chart titled 'USDT vs USDC Market Share Over Time' from CoinLaw.io showing USDT declining from 74% in 2020 to 61% in 2026 (Q1), with USDC rising from 13% to 25% over the same period.  

> 
> "Open USD 出来 
$CRCL
 跌麻了

USDT（Tether）
你们继续卷吧，我才是真正的赢家！

这几年出了FDUSD、PYUSD、USDe、USD1一堆稳定币……但USDT份额长期稳在50%+ 稳坐龙头。"


### Post #123 by @DoctorMbitcoin
> **Author:** Bitcoin ([@DoctorMbitcoin](https://x.com/DoctorMbitcoin))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 24 views  

> **Posted:** 2026-07-01T04:21:10+00:00  


> **Source Link:** [https://x.com/DoctorMbitcoin/status/2072173643904557554](https://x.com/DoctorMbitcoin/status/2072173643904557554)  


> **Visual Note:** The image shows a stock chart for Circle (CRCL) closing at $90.54, down 0.03% in after-hours trading at $90.51, with a daily gain of +0.45% (+$0.410), highlighting the company's volatile price action including a 52-week high of $298.99 and low of $49.90. This visually supports the post's claim that CRCL lacks a strong business moat, as the dramatic price swings—from nearly $300 down to around $90—suggest the market is quickly pricing the company based on sentiment rather than durable competitive advantages.  

> 
> "这个生意 
$CRCL
 还是生意模式不行，也没啥护城河，人家说干也就干了"


### Post #124 by @ervema
> **Author:** Player One ([@ervema](https://x.com/ervema))  
> **Metrics:** 3 likes · 0 retweets · 3 comments · 20 views  

> **Posted:** 2026-07-01T00:51:36+00:00  


> **Source Link:** [https://x.com/ervema/status/2072120906529513851](https://x.com/ervema/status/2072120906529513851)  


> 
> "美股加密概念股普遍收跌，Circle跌超17%

据 
Bit.com 行情数据显示，美股加密概念股普遍收跌，其中，Circle（CRCL）跌 17.55%，Strategy（MSTR）跌 6.20%，Bitmine Immersion（BMNR）跌 3.55%，SharpLink（SBET）跌 2.44%，Bullish（BLSH）跌 1.10%，Gemini Space（GEMI）微涨 0.71%"


### Post #125 by @BitcoinChina_
> **Author:** Bitcoin China中国 ([@BitcoinChina_](https://x.com/BitcoinChina_))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 12 views  

> **Posted:** 2026-07-01T04:02:43+00:00  


> **Source Link:** [https://x.com/BitcoinChina_/status/2072169001032073320](https://x.com/BitcoinChina_/status/2072169001032073320)  


> 
> "crcl 应该还有希望"


### Post #126 by @CryptoWesearch
> **Author:** Crypto Wesearch 每日幣研 ([@CryptoWesearch](https://x.com/CryptoWesearch))  
> **Metrics:** 0 likes · 0 retweets · 1 comments · 12 views  

> **Posted:** 2026-07-01T10:49:32+00:00  


> **Source Link:** [https://x.com/CryptoWesearch/status/2072271379995738413](https://x.com/CryptoWesearch/status/2072271379995738413)  


> 
> "在 DeFi 市場萎縮、失去 Coinbase 獨家合作地位的情況之下，Circle 出現最大危機

想破局需要趕緊推出自家的原生創新方案"


### Post #127 by @OndoAlerts
> **Author:** Ondo GM Alerts ([@OndoAlerts](https://x.com/OndoAlerts))  
> **Metrics:** 0 likes · 0 retweets · 0 comments · 3 views  

> **Posted:** 2026-07-01T14:46:27+00:00  


> **Source Link:** [https://x.com/OndoAlerts/status/2072331001431478417](https://x.com/OndoAlerts/status/2072331001431478417)  


> 
> "Big mover 

 5,542.21 
$CRCLon
 purchased for a total of $354,034.31"


### Post #128 by @FLS_OTC
> **Author:** 福禄寿 UV DAO ([@FLS_OTC](https://x.com/FLS_OTC))  
> **Metrics:** 0 likes · 0 retweets · 0 comments  

> **Posted:** 2026-07-01T06:15:53+00:00  


> **Source Link:** [https://x.com/FLS_OTC/status/2072202514620174529](https://x.com/FLS_OTC/status/2072202514620174529)  


> 
> "炒币最麻烦的事情是自己把自己洗脑了，我们是来赚钱的，不是来谈感情的，当基本面发生了变化，那就别拖泥带水。当然如果一位KOL愿意分享，并不是拿你充当流动性，自己有实打实的仓位，那么即使你跟单操作亏钱也不应该埋怨。 
$CRCL"




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