Circle Internet Group dropped 59% from the cycle high while USDC circulation grew to $77 billion with a 40% CAGR projection. Zaid Khan, CEO of Manhattan Crypto Capital, breaks down the chart-labeled buy complex, the $200 target, and the contrarian stablecoin-infrastructure setup on the MCC research desk.

Asset: Circle Internet Group, Inc. (CRCL) Asset Type: Equity Financial Infrastructure / Digital Payments (Stablecoin Issuer) Timeframe: Daily (tactical), multi-month context Vehicle Role: Crypto-adjacent Equities Engine (infrastructure proxy, not pure crypto beta) Fund Mandate: Long-only, rotation-based accumulation at value; no breakout chasing Issue: January 10, 2026 1. Market Regime & Quant Score Market Regime: Downtrend → Base Building (Early Stabilization) Strong p

Asset: Circle Internet Group Inc (NYSE: CRCL) Timeframe: Weekly Vehicle Role: Crypto Infrastructure / Stablecoin Issuer Fund Mandate: Crypto Engine Asymmetric Growth Issue: December 27, 2025 1. Market Regime & Quant Score Market Regime: Correction (Decline Phase) Total Quant Regime Score: 45 / 100 Fear / Greed Quant State: High Fear (Drawdown ~70%, channel lower) Interpretation: Price in downchannel with lower highs; momentum bearish, no base yet. Asymmetry is moderate fo