Citi sets $243 target on Circle, favors stablecoin infrastructure
- —Citi sees Circle as a key rail for cross-border payments and RWA tokenization
- —Securitize downgraded to neutral on unclear tokenization revenue model
- —Citi forecasts bitcoin at $113,000 over the next 12 months
- —For Strategy, BTC yield recovery matters more than MSCI index exclusion risk
Why it matters: Citi's call reinforces the case that stablecoin infrastructure offers better risk-reward than direct bets on token prices.
Source: TokenPost