The number nobody is leading with: reserve interest is 99% of Circle's revenue. Not most of it. Not a lot of it. Ninety-nine percent. That single fact reframes every other sentence in this story. On June 30, Open Standard announced Open USD, or OUSD, backed by over 140 companies including Stripe, Visa, Mastercard, BlackRock, BNY, Coinbase, Google, Shopify, American Express, Standard Chartered, DBS, and Ripple. CRCL fell 17.55% on the day, extended losses into Wednesday, and is currently sitting around $65 to $66, down 39% from its IPO high and having just been dropped from five major Russell Growth indexes. The question is not whether OUSD will overtake USDC next year. It almost certainly will not. The question is whether a company that generates 99% of revenue from one mechanism, keeping

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$Circle Internet Corp.(CRCL)$   $Palantir Technologies Inc.(PLTR)$   Circle Internet shares fell 5% Tuesday morning after Bloomberg reported that Visa, Stripe and more than 100 other financial firms are joining forces to launch a new stablecoin venture. The new initiative, known as Open Standard, will issue its own US dollar-backed stablecoin called Open USD, according to a blog post shared with Bloomberg News. Supporters of the venture include Visa Inc., Stripe Inc., Bank of New York Mellon Corp., BlackRock Inc., Klarna Group Plc, Chime Financial Inc., Alphabet Inc., and Coinbase Global Inc. Circle Internet shares continued to be ove

$Circle Internet Corp.(CRCL)$   Circle Internet shares fell 5% Tuesday morning after Bloomberg reported that Visa, Stripe and more than 100 other financial firms are joining forces to launch a new stablecoin venture. The new initiative, known as Open Standard, will issue its own US dollar-backed stablecoin called Open USD, according to a blog post shared with Bloomberg News. Supporters of the venture include Visa Inc., Stripe Inc., Bank of New York Mellon Corp., BlackRock Inc., Klarna Group Plc, Chime Financial Inc., Alphabet Inc., and Coinbase Global Inc. Circle Internet shares continued to be oversold in the market.

When Efficiency Stops Looking Like Growth For years, Block seemed to be starring in two entirely different films. In one, it was an innovative fintech reshaping commerce through Square and Cash App. In the other, it was an unfocused pandemic darling distracted by Bitcoin, the costly Afterpay acquisition and the unconventional leadership of Jack Dorsey. Neither story quite reflected what was quietly happening beneath the surface. To me, Block has evolved into something that the market still struggles to recognise. Rather than being primarily a payments company, it is steadily becoming an efficiency platform whose economics improve almost invisibly. That distinction matters because invisible competitive advantages rarely command premium valuations until they have already compounded for years

$MARA Holdings(MARA)$ $CME Bitcoin - main 2607(BTCmain)$  $Riot Platforms(RIOT)$  🚨📉🔍 Options Market Sends Warning Signals as Bitcoin Sentiment Shifts 🔍📉🚨 Friday’s unusual options activity revealed a clear defensive positioning theme, with traders aggressively targeting downside protection across several high-interest names. The heaviest put flows included: • $IGV: 421K puts • $WEN: 196K puts • $BE: 176K puts • $T: 122K puts • $MARA: 81K puts • $LYFT: 75K puts I’m watching $MARA closely because the options activity arrives at a critical moment for both Bitcoin sentiment and the company’s evolving artificial intelligence infrastructure str

🇺🇸 President Trump's disclosed cryptocurrency wallet holdings: • Bitcoin: $100,000,000+ • Ethereum: $55,000,000+ • WLFI Token: $50,000,000+ • Stablecoin / Digital-Dollar: $5,000,000+ • LINK, AAVE, ENA, MOVE, ONDO: $1,500,000+

$Strategy(MSTR)$   A brand New 52-week low. Just when you thought it has hit bottom, MSTR goes lower.  But if you think about it, this should have been expected. Seriously. What doest MSTR produce that is worth owning a part of the company? Nothing. It's only claim to fame are the bitcoin it holds in their treasury. Bitcoin which was bought from constant issuing of new shares or bprrowing of new depts.  it was okay when Bitcoin prices jept goinv higher than their last purchase prices but when it has been falling even lower than their most tecent buys, it was going to implode.  Sorry guy. MSTR is insolvent. It has ran out of funds. First sign of this was when they had to sell off a very small number of bitcoin last month. A

$Strategy(MSTR)$   From high of above $457.22 to present price of $82.20, wow. What a spectacular collapse. And it's only source of value, Bitcoin, continues to plummet. Now at around $60k.  The average holding cost of MSTR's Bitcoin is estimated to be above $84. And Michael Saylor continues to issue preferential shares that pays above 10% divideds to buy Bitcoin. How is this going to have a happy ending? I fear when MSTR collapses, it will drag down all Cryptos and Crypto related instruments.  Once again, the US authorities turn a blind eye and allow individuals to crash the economy.

$MSTR - STRATEGY LAUNCHES $1.25B BTC PLAN Strategy unveiled a new capital framework, including a $1 billion repurchase program for digital credit securities. The board also approved a Bitcoin monetization program to generate up to $1.25 billion for its USD reserve, which stood at $2.55 billion as of June 28.

If @Saylor crushed Bitcoin when he announced the sale of just 32 Bitcoin, imagine the impact of today's announcement authorizing $MSTR to sell $3.25B worth of Bitcoin. At $60K, that's over 54,000 Bitcoin. Of course, as Bitcoin falls, more must be sold to raise that dollar amount.

Bitcoin $BTC closed below its 200-week moving average for the first time since 2023 🚨 This has historically been a great buying opportunity 🤯 👀

BREAKING: Bitcoin falls below $58,000 as levered liquidations accelerate.

$Strategy(MSTR)$   "US-listed Bitcoin funds have posted almost US$3 billion of net outflows in June so far, according to data compiled by Bloomberg. Strategy Inc, the largest corporate holder of Bitcoin, is also under pressure amid investor concerns about its ability to meet its financial obligations." This is not fake news. It is real. MRTC has dividend and debt obligations at mega levels. The much shouted cash reserve has dried up. This must be the reason they recently had to sell off a meager 38 Bitcoin.