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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 eating 60%+ of reserves. Rates collapsing. Quality > quantity.
Will Circle beat? Yes 65% says market, but will it matter?
$CRCL
#CircleQ3USDCGrowth
