The Art of Financial Harakiri

Thinking of shorting CRCL after ARK’s slick $96M cashout? Bless your heart. Between the 180-day lockup physics and the ‘compliant stablecoin play’ meme magic, you’re basically trying to fight a tsunami with a teaspoon.

Pro Tip: When even Arthur Hayes says ‘don’t touch this’, maybe listen? Unless you enjoy paying 5% annualized fees to watch your shorts get vaporized by VISA rumors.

Drop your hot takes below – will CRCL moon or are we all just high on USDC fumes?

Grabe ang CRCL ngayon!

Parang naglalaro tayo ng apoy - ARK Invest kumita ng $96M tapos gusto mo pang mag-short? Baka masunog ka tulad nung mga sumubok mag-short sa Dogecoin!

Pro Tip: Tandaan mo ang sinabi ni Arthur Hayes - ‘Wag kang gagago sa politically-connected na token lalo na election year!

P.S. Kung ituloy mo pa rin, ready ka na ba sa 5% short interest fees? Charot! 😂 Ano sa tingin nyo, mga ka-crypto?

¿Quieres jugar al samurái con CRCL? 🎭

ARK se llevó sus 96 millones como un ladrón nocturno (¡el 25% de su posición!), mientras nosotros nos preguntamos: ¿realmente vale Circle más que medio Wall Street? 🤯

Tres razones para NO vender en corto: 1️⃣ Los insiders están locked-up hasta Navidad 🎄 2️⃣ Es el ‘meme’ de las stablecoins reguladas (¡la lógica crypto no sigue tus modelos tradicionales!) 3️⃣ Coste de shortear >5% anual 💸

Como dijo Hayes: “En año electoral, no le hagas cortos al niño mimado de la política” 🇺🇸

¿Tú qué harías: esperar la bomba VISA en Q3 o unirte al harakiri financiero? 😏 #CryptoLogic

CRCL: O novo parque de diversões dos investidores

Quando uma stablecoin vale mais que metade do Wall Street, você sabe que entrou no mundo da fantasia cripto! A ARK Invest já sacou US$96 milhões em lucros, mas será que você deveria entrar nessa montanha-russa?

Física do Lockup: Com 180 dias de bloqueio, é como tentar fugir do carnaval preso num bloco de concreto.

Meme da Complacência: CRCL não é sobre lucro, é sobre ser ‘o menino bonito’ das stablecoins reguladas.

E como diria o Arthur Hayes: ‘Não brinque com troféus políticos em ano eleitoral!’

Você teria coragem de shortar? Comenta aí! 🎢

CRCL আরও উঠবে?

এইটা হয়তো ARK-এর $96M প্রফিটটা নিয়েই।

কিন্তু ভাই, 180-দিনের lockup! কেউ short করলে “হারকিরি”-ই হয়!

“Compliance Trophy”

মুসলিমদেরও USDC-এর mint/burn signal-টা follow korte hobe। VISA Q3-তে USDC-এ settle kore? হয়তো ‘digital dollar proxy’ -টা real hobe!

“Keep your powder dry”

আমি toh analysis diye bhalo lagte chilo… কিন্তু market logic jeno steamroll kore diyeche!

চমৎকার? 😏 আপনি CRCL short korte chan? Comment section e battle start! 🚀

Shorting CRCL?

Let’s be real — your portfolio just got repossessed by market logic.

ARK took $96M out of thin air (500% ROI!), but you’re still shorting it like it’s 2017? 🤡

The lockup period hasn’t even expired yet. Meanwhile, BlackRock’s BUIDL fund is just… waiting. And VISA settling in USDC? That’s not speculation — that’s federal vibes.

“My valuation models got steamrolled by crypto market logic.”

Bro… your models didn’t lose. They were executed.

So unless you’ve got a time machine or an insider at Coinbase custody, keep your powder dry.

You wanna play chess with the Fed? Cool. But don’t call it ‘shorting’ — call it ‘emotional support trading.’

What’s your move? Drop it below 👇

40兆円のバブルに挑む勇者たちへ

ARKが96億円の利益を確定させた今、CRCLをショートするなんて、まるで江戸時代の武士が機関銃に向かって突撃するようなもの。

インサイダー縛りで供給不足 180日間のロックアップ期間中は、空売りしたら5%以上の金利地獄。これじゃあ「短期的には勝てても、長期的には負ける」のがオチですわ。

暗号市場の不思議な論理 伝統的なバリュエーション？そんなものはUSDCの風に吹き飛ばされました。政治とコンプライアンスが価値を決める新時代です。

みんなもこの狂気の相場、どう思う？コメントで戦わせようぜ！

Shorting CRCL? You’re already dead.

Let me break it down: ARK made $96M — just 25% of their position. Meanwhile, BlackRock’s BUIDL fund is lurking like a pension-fund ghost in the machine.

The $400B paradox? USDC’s value is now more than half of Wall Street’s fintech darlings. That’s not market logic — that’s crypto theater.

Lockup physics means no supply shock… yet. And short interest costs? Over 5%. Your portfolio’s bleeding while you’re still trying to short the vibe.

As Hayes said: “Don’t short a politically connected compliance trophy during election year.”

So unless you’ve got a time machine or VISA’s Q3 roadmap, keep your powder dry.

You know what they say: if you can’t beat the narrative, at least don’t get eaten by it.

Anyone else planning to short this? Comment below — let’s see who’s brave (or mad).

เจ๊งแน่ถ้าเล่นสวน!

ARK ขโมยกำไร 96 ล้านแล้ววิ่ง CRCL มันคือเกมส์ที่ valuation 40B แต่ logic ตลาดคริปโตคือ ‘อย่าใช้สมอง’

กฎเหล็กของตลาด

1. มันคือ compliance trophy - การเมืองหนุนเต็มๆ
2. ค่าขายขาดสูงกว่า 5% ต่อปี เสียหายกว่าโดนแฟนทิ้ง!
3. USDC คือ digital dollar แอบแฝง รอ Visa มาเติมฟินันเล่

สรุปแบบนักวิเคราะห์สายฮา: “จะไม่ซื้อก็ได้ แต่ห้ามขายขาดเด็ดขาด!”

พวกคุณคิดยังไง? คอมเม้นต์ละกันก่อนจะ FOMO!

ARK ने 96M डॉलर कमाए, अब क्या?
जब एक स्टेबलकॉइन वाला कंपनी Wall Street के दिग्गजों को पछाड़ दे, तो समझ जाओ कि यह कोई सामान्य बाजार नहीं है! CRCL का मार्केट कैप 40B डॉलर? हां, यह सच है।

शॉर्ट करने की सोच रहे हो?
180-दिन का लॉकअप और 5% से अधिक का शॉर्ट इंटरेस्ट कॉस्ट? यह फाइनेंशियल हराकिरी होगी! Arthur Hayes का कहना है: ‘चुनाव के साल में पॉलिटिकली-कनेक्टेड टोकन को शॉर्ट करना मूर्खता है।’

तो अब क्या करें?
Coinbase के कस्टडी फ्लो को देखें और USDC के संकेतों पर नज़र रखें। VISA के USDC सेटलमेंट की अफवाह तो सुन ही ली होगी!

क्या आपको लगता है CRCL अभी भी ओवरवैल्यूड है? कमेंट में बताएं!

CRCL Shorting? Harakiri na yan!

Sabi nila: ‘Bawal i-short ang stablecoin sa election year.’ Pero eto si ARK, nag-500% profit sa $96M lang — parang kumain ng isang kutsara ng pampalapot sa bawat trade!

Ang CRCL ay hindi presyo dahil sa kita… kundi dahil ‘compliant trophy’ na parang Miss Universe pero may PBA contract.

Sabihin mo nga: anong mangyayari kapag VISA mag-settle sa USDC? Tapos ikaw nagshort? Boom — parang sinabihan ka ng lola mo: “Anak, ano ba ‘to?” 🤯

So keep your powder dry. Ang logic dito ay… mas irrational pa kaysa sa panaginip ko nung nagluto ako ng adobo gamit ang blockchain.

Ano kayo? Mag-shorts ba tayo o baka magkamali na lang?

#CRCL #CircleShort #CryptoLogic

CRCL : la nouvelle bulle de l’été

Désolé les gars, mais courir après le short de CRCL, c’est comme vouloir faire un saut à la perche avec des chaussettes en caoutchouc.

ARK a pris son profit de 96M$ comme un pro — seulement 25% du lot ! Et BlackRock qui plane comme un drone sur les épaules…

Le vrai danger ? Ce n’est pas le prix. C’est le « narratif » : CRCL, c’est le stablecoin « conforme », celui qu’on adore parce que ça fait « sérieux ». Même si sa valorisation dépasse celle d’un petit pays.

Et les coûts du short ? >5% par an… On dirait qu’on paie pour être contre le marché.

Alors oui : respectez l’irrationalité. Visez Coinbase, surveillez USDC chez VISA (Q3 rumeur), et gardez vos poudres sèches.

Vous aussi vous avez tenté de short ? Comment ça s’est passé ? 🤔

Should You Short CRCL?

Let me rephrase that: should you try to short CRCL? Because the market’s already turned your portfolio into confetti.

ARK’s $96M exit wasn’t just profit—it was an invitation to the party. And guess what? Everyone else is dancing.

With lockups lasting 180 days and VISA eyeing USDC settlements like it’s the next big thing, this isn’t just stablecoin hype—it’s national infrastructure energy.

As Hayes said: never short a compliance trophy during election year. Especially when it’s backed by Wall Street’s favorite nanny.

So yeah—keep your powder dry. Or better yet, buy some USDC and wait for the digital dollar proxy to go full billionaire mode.

You know what they say: if you can’t beat ‘em… join ‘em (and maybe invest in the toilet paper).

What do you think—short or stay long? Comment below! 🚨

Short CRCL? Só se for louco!

Quando o CRCL vale mais que metade das fintechs da Wall Street e o ARK leva $96M em lucro como se fosse um bolo de aniversário… tá difícil até respirar direito.

O ARK vendeu parte do estoque com 500% de ROI — tipo: “tchau, até mais!” — e ainda tem 75% no bolso. Enquanto isso, o BlackRock está só olhando… como um gato preto na escuridão.

O que mais me mata? O custo de shorting passa dos 5% ao ano. É tipo pagar aluguel para perder dinheiro.

Como dizia Hayes: “Nunca short um troféu de compliance durante eleição.”

Então: fica quieto, observa os fluxos do Coinbase e espera o VISA começar a usar USDC… ou vai ter que pedir desculpas ao seu broker.

Vocês acham que dá pra curtir essa loucura? Comenta aqui!

CRCL: The Stablecoin That Stables Your Sanity

So ARK just cashed out $96M from CRCL—like it’s just another stock. But wait… this isn’t Netflix. This is crypto. And when your stablecoin is worth more than half of Wall Street’s fintechs? You’re not investing—you’re playing Russian roulette with institutional whales.

Why Shorting Is Financial Harakiri

180-day lockup means supply won’t budge. Fee bleed costs over 5% annually? Ouch. And don’t even get me started on the ‘compliance trophy’ meme—this thing’s got more political clout than Congress.

As Hayes said: “Never short during election year.” So unless you’re ready to lose your shirt (and your dignity), keep your powder dry.

Bottom line: If you’re shorting CRCL, you’re not brave—you’re just bad at math.

What do YOU think? Should we all just accept that crypto logic > reality? Let’s debate—comment below!

CRCL: коли стабільний стає божевільним

Хто б сказав, що \(40 млрд за стейблкоїн — це нормально? Але нічого не змушує мене вирвати волосся... аж доки ARK не продала на \)96 млн із 500% прибутку.

Що ж тут смішного?

Так, CRCL тепер коштує як половина Wall Street. Але чи це ринок чи фантастика? Моя модель аналізу просто вийшла з ладу — навіть моя Python-скрипта плаче.

Навчаємося у Hayesа

Якщо вже купувати — так краще не користуватися шортами під час виборів. Особливо коли VISA може почати платити USDC у третьому кварталі.

А ще… хто хоче гратися у «цифровий долар»? Краще тримайте порох сухим! 💣

Що вигадаєте далі? Коментуйте — хто з нас найбезпечніший інвестор у Києві?

ショート＝自殺行為

ARKが9600万ドル利確したって？ もう「デジタルゴールド」じゃなくて「政治的トロフィー」だよ。CRCL、$400Bパラドックス、まるで東京のマンション価格みたいにバブル。

ロックアップ180日

内輪持ち越し中。供給ショック続く。誰も売れない。みんな『待つ』しか選択肢ない。

ナラティブプレミアム

収益じゃない。『唯一の合规ステーブルコイン』というマジカルな呪文が動かす市場。 たとえば、VISAがUSDCで決済する日まで待つしかない。

「伝統的な評価モデルは、暗号市場論理に蒸発した」

どうすんの？ あなたならどうする？ コメント欄で戦おう！

CRCLショート？マジでやめとけ

ARKが9600万ドル利確したって、『まだ25%』ってよ。もう半分も売ってないのに、『俺の損失はどこへ行った？』ってなるわ。

ロックアップ180日…

insidersが株を売れないって、つまり『暴落しないでね』って宣言してるようなモン。日本語で言えば『お前ら待てばいい』。

価値なんてない…けどある

USDCの発行量より市場評価が高い？普通にバブルだろ。でも、VISAがUSDC決済導入とか噂じゃん。それなら『デジタルドル代理』になるかも。

だからね、CRCLショートは『金融ハラキリ』だよ。冷静な分析派の僕も「この市場論理、どうすんの？」と困惑してます。

どう思う？コメント欄で議論しよう！🔥