Kyle(@zeroxkyle):this $CRCL PA - market initially thought Arc token would probably diminish liquidity to the stock / create problems since there'd be 2 vehicles to bet on it then it realised in this model, the equity wins and token loses.. this is pretty bad for tokens imo

Kyle

@zeroxkyle

AI supercycle enjoyer discretionary investor @defiancecapital opinions are my own, nfa

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Kyle@zeroxkyle

2026.05.11 10:44

this $CRCL PA - market initially thought Arc token would probably diminish liquidity to the stock / create problems since there'd be 2 vehicles to bet on it then it realised in this model, the equity wins and token loses.. this is pretty bad for tokens imo