🟢 Circle Day 2 – Scaling Conviction in the Public Market

June 6, 2025 — Circle’s second day of trading didn’t slow down. Instead, it accelerated, closing at $107.70, touching an intraday high of $123.47, and pushing market capitalization past $25 billion.

📈 Day 2 Key Metrics:

• Volume: Over 60 million shares

• 2-day price gain from IPO: +247%

• 2-day gain from institutional price ($16): +572%

• Current Market Cap: ~$25B

• Investor confidence: ARK Invest reportedly allocated $150M in CRCL during Day 1 & 2

• Public perception: Circle has become the default “digital money infrastructure” play

🧠 From Performance to Paradigm Shift

Day 2’s continued surge is not simply fueled by retail hype. This is institutional confirmation of three deeper themes:

1. The Stablecoin Thesis is Now Mainstream

   
   

   From fringe to flagship — USDC’s growth story has shifted the narrative from speculation to utility.

2. Regulatory Alignment is the New Alpha

   
   

   Circle’s GENIUS-compliant positioning offers a structural moat in the new financial order.

3. “Digital Reserve Infrastructure” is Investable

   
   

   For years, stablecoins have been “invisible plumbing” — now, they’re becoming capital market assets.

🔐 Our Thesis, Confirmed

We’ve always believed digital finance would not be driven by hype, but by infrastructure — and that regulation, not decentralization, would define mainstream adoption. Circle has proven this at scale.

As early-stage investors, this is more than just a liquidity event. It is a macro inflection point for everything we’ve stood for:

• Long-term capital over short-term trends

• Structural asymmetry over noise

• Governance, transparency, and usability at scale

🔮 What’s Next?

Circle is just getting started.

With over $50B in USDC issuance, real-time programmable payments launching, and plans for a global Cross-border Universal Payment Network (CUPN), the next wave of monetization, utility, and policy breakthroughs is already in motion.

We’re proud to have been there at the beginning — and we’re even more excited to build what comes next.

Alpha Wealth Capital

Pioneering Structured Access to the Digital Frontier

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