Circle dropped 20%. The market got it wrong.
Published: March 25, 2026
Duration: 8:58
Circle stock plunged 20% in a single day. The Clarity Act spooked investors. But Bernstein says they read it backwards. BTC ETFs pulled in $2.5B this month. Someone's panicking. Someone else is buying.
Today's key developments:
• Circle stock cratered 20% after the Clarity Act draft banned stablecoin yield-sharing. Then Bernstein dropped a note saying the market got it completely backwards.
• Bitcoin ETFs pulled in $2.5 billion in a single month, nearly erasing their year-to-date outflow losses despite a significant price drawdown.
• Monument Bank is tokenizing £250 million in retail deposits in what's being called a UK first. The deposits stay in...
Today's key developments:
• Circle stock cratered 20% after the Clarity Act draft banned stablecoin yield-sharing. Then Bernstein dropped a note saying the market got it completely backwards.
• Bitcoin ETFs pulled in $2.5 billion in a single month, nearly erasing their year-to-date outflow losses despite a significant price drawdown.
• Monument Bank is tokenizing £250 million in retail deposits in what's being called a UK first. The deposits stay in...