“The Big 3: CRCL, BNY, AAPL”
CRCL bull thesis relies on Clarity Act passage driving stablecoin adoption; higher yields also support revenue from interest on bills.
You've got your first pick is circle. We're looking at weakness across cryptocurrency this morning as we wait for that allimportant Senate vote this afternoon on the Clarity Act. uh how are you looking at circle and why did you pick it for the big three today?
Well, first of all, it is because of the Clarity Act that's going to allow securities to be more regulated around tokenization and stable coins which stable coins going back to the yield curve.
If we start regulating that more, there's broader adoption that's demand for the front end of the curve.