CRCL is trading at 3.5% down at $80.56 following a volatile week and mixed reaction to its conditional OCC approval for a national trust bank linked to USDC.

  • Investors remain focused on rising distribution and operating costs, margin pressure, and broader bearish momentum after a steep multi-month decline.
  • The slide appears stock-specific, as Bitcoin and Ethereum are both modestly higher (up around 1%), extending CRCL’s 5.76% drop from Friday.
  • Discussion highlights ongoing concerns about insider selling and valuation after the stock’s sharp fall from prior highs.