Circle Shares Plunge in a Drifty Debacle

Enter Ed Engel, the silver-tongued sage of Compass Point Investment Bank, who slid Circle from “neutral” to “sell” and trimmed its value to a shy $77, grumbling about thinning margins from Circle’s dazzling stablecoin yield-sharing shenanigans. In this pay-to-play carnival, Circle boasted $2.75B in total revenue for 2025, but handed roughly half – $1.35B – to Coinbase, faster than a gobstopper vanishing in a giggle.


