1. Stablecoins vs crypto Stablecoins are evolving into financial infrastructure rather than speculative assets. Regulation and payment adoption will push them closer to fintech rail. However, they still inject liquidity into crypto markets, so growth in stablecoins usually supports BTC and majors indirectly. Expect functional divergence but financial interdependence. 2. Chasing Circle after the surge Risk-reward has worsened short term. The rally priced in regulatory optimism and adoption expectations. Further upside now needs execution proof. Momentum may continue, but probability favours consolidation. Taking partial profits or waiting for a pullback is more balanced than chasing. 3. BTC outlook The rebound looks like early bottom formation, not a full bull breakout yet. Institutional

When Circle soars 30%, it becomes tougher for small retailers to chase after "new growth story".

$Circle Internet Corp.(CRCL)$ It's a love hate relationship with me and crypto. The latest ear Inga report does add fuel to my belief that blockchain is here to stay. Am hoping for more glorious days ahead.

I really wished now that I made a DCA purchase on Circle before the earnings report. It would helped me out since I've held since I purchased at 109 and did not sell at ATH 2 days after I purchased. rookie mistake. I'm in for the HODL now (for now!)

🌟🌟🌟I believe that Circle $Circle Internet Corp.(CRCL)$ rally still has legs.  Despite the 35% jump, the consensus analyst Target remains in the USD 126 to USD 131 range.  Some analysts including Seaport Global are even eyeing USD 280, citing a massive acceleration in on-chain utility. Technical analysts see the surge past the USD 77 resistance as a breakaway gap that could signal a major new uptrend. Another major catalyst is the Circle Payments Network or CPN.  It isn't just a platform.  It has moved Circle from just a stablecoin issuer to a global financial utility. CPN is also being engineered for Autonomous AI Agents.    This is Circle's Agentic AI Moonshot and the market is enormous.  Expect trillions

🌟🌟🌟Circle Internet $Circle Internet Corp.(CRCL)$ didn't just beat earnings on February 25 2026.   It rewrote the rules of Fintech.  If the blockchain is the global highway, Circle has officially become the Master Toll Station, collecting fees on USD 11.9 Trillion in a single quarter. Circle's Amazing Earnings Results: Why The Market is Buzzing  The numbers are quite frankly incredible: Revenue: USD 770 million in Q4 25, USD 2.75 billion for the year - Up a massive 77% YoY  The EPS "Nuke":  43 cents vs the 16 cents expected.  That is not just a beat.  It is an eviction of the bears. The Moat:  A 54% adjusted EBITDA margin.  Circle is no longer just a crypto start up.  It is now a regulate

stable coins will drift further away. take profit now. continue bottom

1. Stablecoins are coins which are convertible to fiat currency dependent on demand for these coins. These coins grow in popularity due to growth in cryptocoin demand. 2. Circle’s surge is at a time cryptocoin values have fallen. The catalyst for price growth in cryptocoins is not known at this time with the market in long term decline. 3. $BTC Digital(BTCT)$ is in a long term bear trend which is primed for a rebound to new highs due to increased interest in cryptocoins and high prices for alternatives in gold

In a market where SaaS is generally being shorted, Circle's subscription revenue is instead growing significantly. It’s not that the subscription model no longer works, but whether your service meets the needs of the new era.

Q4 revenue hit $770 million, far exceeding market expectations of $740 million; adjusted EBITDA soared 412% YoY. Following the release of the earnings report, $Circle Internet Corp.(CRCL)$ surged nearly 35%! Against the backdrop of overall volatility in the crypto market, this report acted like a "shot of adrenaline," with many even believing that today's Bitcoin rise was driven by Circle.

$Circle Internet Corp.(CRCL)$ Circle’s quarter reset the narrative for me. $770M revenue (+77% YoY), EPS $0.43 vs. $0.16 expected, and a 54% EBITDA margin prove this isn’t just a rate-spread story anymore. With USDC circulation at $75.3B and explosive on-chain volume, the 35% surge in Circle Internet Corp. looks fundamentally driven, not speculative. More importantly, Circle is evolving beyond reliance on Coinbase and positioning itself as infrastructure. Arc and its payments network show it wants to own the pipes between banks and blockchain — that’s where the long-term moat lies. As for strategy, I’m not blindly chasing after such a sharp spike, but I’m also

stable coins not very stable leh.. I better bet on companies that make money.

Q4 revenue hit $770 million, far exceeding market expectations of $740 million; adjusted EBITDA soared 412% YoY. Following the release of the earnings report, $Circle Internet Corp.(CRCL)$ surged nearly 35%! Against the backdrop of overall volatility in the crypto market, this report acted like a "shot of adrenaline," with many even believing that today's Bitcoin rise was driven by Circle. 1. Stellar earnings data proves the 30% surge! In a market where SaaS is generally being shorted, Circle's subscription revenue is instead growing significantly. It’s not that the subscription model no longer works, but whether your service meets the needs of the new era. Revenue: Q4 recorded $770 million, up 77% YoY. Total annual revenue reached $2.75 billion.

Circle Q4 Earnings: Circle beats, sparking inflows; institutions bet on crypto's real-world adoption $Circle Internet Corp.(CRCL)$   , the issuer of the USDC stablecoin, delivered stellar results for the fourth quarter (Q4) of 2025. The report highlighted the company's business resilience and directly drove a 35.47% surge in CRCL shares on February 25, 2026, triggering a broad-based rebound across the crypto sector.  This phenomenon reflects traditional capital's validation of cryptocurrency in real-world scenarios, such as cross-border payments, DeFi (on-chain finance), and institutional settlement. Financial Highlights: Significant Growth in Circulation and Volume Circle's Q4 report demonstrated USDC's stability amidst market vola

Circle’s earnings, the Bitcoin rebound, and next week’s conference are not isolated events. They are part of the same narrative shift: crypto moving from speculative momentum back toward institutional infrastructure. --- 1. Circle’s earnings beat: why it matters more than the headline Circle’s results were genuinely strong, not just a trading squeeze. Revenue grew about 77% YoY, driven by expanding USDC usage rather than pure crypto price appreciation.  USDC circulation reached roughly $75B, up 72% YoY, signalling real adoption growth.  Shares surged sharply after earnings as investors viewed stablecoins as a structural winner even during crypto volatility.  Key interpretation: Circle is increasingly behaving like a financial infrastructure company, not a crypto beta trade.

👋 Hey Tigers! $Circle Internet Corp.(CRCL)$ just delivered its 4Q25 results, and the headline numbers were strong — especially on margins. The Tiger Research Team has updated its model, and here’s the verdict: 👉 Maintain HOLD rating The big question? Profitability momentum is real, but can revenue diversification keep pace in a rate-cut cycle? Let’s break it down. 👇 1. The Core Beat: Margin Surprise Drives Earnings Upside 📈 CRCL reported total revenue of $770M (+77% YoY) — broadly in line with The Tiger Research Team’s estimate and 4% above Street expectations. But the real surprise came from profitability. 🔥 Adjusted EBITDA: $167M (+412% YoY) 28% above consensus The key driver? A stronger-than-expected RLDC margin of 40.1%, compared with ~36.3% c

It looks like we are seeing a significant pulse of life in the crypto markets today, February 26, 2026. After a rocky start to the year that saw Bitcoin dip from its 2025 highs, the current move past $68,000 is being driven by a mix of stellar corporate earnings and a shift in the macro narrative. Relief Rally or Long-Term Run? The consensus among analysts for early 2026 leans toward a selective recovery rather than a guaranteed "to the moon" moonshot for everyone. Here is the breakdown: The Bull Case (Higher Rally): Fresh institutional inflows into spot ETFs have finally stabilized after a brutal five-week stretch of outflows. With the "tax-loss harvesting" season of late 2025 behind us, new annual capital allocations are entering the space. Furthermore, the

Circle is full of insiders and VC dumping the stocks, cautiously building a short position