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Wesley A. Souza
Wesley A. Souza
CRCL reports tomorrow Nov 4. Everyone sees +4.46% and thinks growth is back. Wrong. USDC +25% but reserve income +5% = margin squeeze. Coinbase revenue-share is eating 60%+ of reserves. Rates collapsing. Quality of growth > quantity. Arc hit $1B USDC, but can it offset reserve dependence? Will Circle beat? Yes 65% says market, but will it matter? $CRCL #CircleQ3USDCGrowth

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