— The bill vote marks the 'emotional peak,' while the approval of the main account represents the 'valuation endpoint.'
BIG78 wrote this article on March 5th, Year 26, during market hours.
1. Institutions started heavy accumulation from February 25th,
$Circle (CRCL.US)$ after the release of the Q4 2025 earnings report, steadily pushing the price from $60 to a closing price of $83.44 on the 27th.
2. On March 2nd, the market experienced a wave of selling due to the failure to meet Trump’s March 1st deadline for passing the bill, and the conflict with Iran prompted institutions to take advantage by continuing to accumulate and push prices higher.
3. Yesterday, the stock price easily broke through $100, driving the price up to touch a high of $106.35 at 11:12 AM EST today. At this point, the $CRCL stock price has doubled from its lowest level of $49.9 on February 5th.
4. This week, there were multiple reports that the cryptocurrency community had reached a compromise (which was actually positive as it preserved the mechanism for issuing stablecoin rewards). Yesterday, Trump leveraged his recent action against Khamenei, explicitly naming on Truth Social that banks are “withholding” the Clarity Act. He supports “letting Americans earn more money on their own funds” (i.e., supporting stablecoin rewards).
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