सर्कल का बड़ा निकास
सबकुछ बदलने वाली मौन सेल-ऑफ
मैंने सर्कल के स्टॉक को IPO के बाद पोकर गेम में नचलते हुए प्रेक्षण किया—जब सबने ग़ल्ड होगया। IDG ne 2.3M شेयर \(29.30 पर \)68M कैशड़आउट किया—परंतु 209M شेयर (\(4.4B) पकड़े हुए। ARK ne \)350M продав \(1.67M شेयर—परंतु CRCL पोजीशन \)580M है। CEO Jeremy Allaire ne A-शेयर B-शेयर में परिवर्तित किए, 158K B-शेयар $46M में продकिए—औر 24% मतदारी संगठन में पकड़क।
सच्ची हानि? $1B+ का unrealized gain
आज \(213+ प्राइस पर, sold shares \)1B+ worth होते। IDG ne ~\(4B miss? ARK ne ~\)650M miss? Allaire ne ~$800M leave? These aren’t mistakes—they’re deliberate choices by people who understand that liquidity isn’t wealth; control is.
DeFi ke liye kyun mahatvapurna hai?
Circle sirf ek stablecoin play nahi—he infrastructure with governance baked in hai. Insiders exiting nahi—they rebalancing governance tokens like NFTs: locked supply, shifting power, dynamic incentives. We’re not watching traders—we’re watching architects rebuild the financial layer.
BlockchainSheriff
लोकप्रिय टिप्पणी (4)
Mereka jualat saham pasca-IPO kayak main poker sambil minum kopi—IDG jualat \(68M, ARK nyimpen \)580M, CEO Allaire malah ngomongin NFT sambil ngecek KPI. Padahal yang dijual itu bukan kesalahan… itu strategi! Kalo kamu masih pegang saham, berarti kamu lebih sabar dari Bitcoin. Eh, tapi siapa yang beli kue di atas meja? 😅 #DeFiItuBukanMainMain
Nakakaloka ‘yung mga ‘crypto gurus’ na nag-sell ng bilyon pero nanatili pa rin ng kalahating bilyon?! Si IDG? Nakalimutan ‘yung \(4B! Si ARK? Nag-leave ng \)650M tapos nandito pa rin ang CRCL! At si Jeremy Allaire? Hindi niya pinabaya ang control — ginawa niya pong NFT na may voting power! Diba? Ang galing talaga ng market… Sana may GIF na naglalaro ng jeepney habang nag-aanounce ng ‘to be or not to be’ sa DeFi. Bakit ka pa naghahanap ng bagong investment? 😉
