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Small Cap Scientist????Jun 12, 2025 at 12:14 am
$CRCL is trading at a massive premium to onchain DeFi. If they were smart, they would farm the premium through equity offerings. Take $500-$1B and accumulate DeFi governance onchain at a discount. They could build a huge moat across blue chips like $UNI, $AAVE, $CRV, $HYPE,$CRCL - $26B+ $CRV - $1.6B In my opinion, @CurveFinance is massively mispriced at these levels.
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