I think the Senate setback is -To The Moon - Tiger Brokers Online Investing Community - To The Moon

I think the Senate setback is still the main overhang, but not the whole story.

Arc launching with BlackRock, Visa, Mastercard and DTCC is meaningful for Circle’s long-term infrastructure story, while higher rates can support its huge reserve-income business. Yet neither immediately solves what the market wants: regulatory clarity and diversification away from interest income.

The interesting part is that the GENIUS Act framework for stablecoins still exists, so Tuesday did not break Circle’s core business. CRCL may simply be getting repriced for regulatory uncertainty plus its heavy dependence on reserve income.

I’m watching whether Arc can turn those big institutional names into actual usage and revenue.

Markets Rebound Day After Rate Hike — What's Driving the Rally?

Stocks took back Wednesday's Fed day and more: QQQ +1.73% to $716.92, SPY +1.13% to $762.60, the S&P 500 +1.14% to 7,637.76, against Wednesday's 0.45% decline. The lift came from outside the Fed. Weekly jobless claims unexpectedly fell, which says the labor market is not cooling the way the rate path assumes, and oil kept sliding, easing inflation pressure. Yields fell and megacap tech led. The uncertainty everyone waited on is behind the market now. But the dot plot still points to one more hike this year, and only the hike already delivered is in the price. What is the market betting on?

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