$Circle Internet Corp.(CRCL)$  If USDC gets to $1 trillion in circulation with a 4% yield, Circle's (CRCL) stock could realistically reach somewhere between $1,960 and $2,740 per share.

$Circle Internet Corp.(CRCL)$ I asked ChatGPT for the best stocks in the market with ideal monthly timeframe bull candles, and this one came in second behind Palantir. Worth keeping an eye on in case it squeezes higher.

$Strategy(MSTR)$ Selling into the recent rally to acquire more of the underlying is actually the right move when the stock is trading at a premium. Building asset holdings at a support level while keeping cash reserves and USD reserves untouched. The preferred metric doesn't count as debt because it isn't debt. Looking at the lows, they've completely shifted their monetary policies and clearly learned from the previous cycle. Those posting "dilution, dilution" on every tick down seem to have some lingering PTSD and haven't taken the time to actually study the situation.

$Circle Internet Corp.(CRCL)$ European central banks are calling for a ban on stablecoin yield. That would mean 100% of the interest stays with CRCL.

$Circle Internet Corp.(CRCL)$ Something is coming. I can really sense it will push this onto a much higher trajectory. Stay tuned, bulls.

$Circle Internet Corp.(CRCL)$  Most market participants haven't fully grasped what Binance's investment means here. Binance has essentially made an emergency investment before the ship leaves port. This isn't about Circle needing the money—it's about Binance needing Circle. This is a game-changer and extremely bullish.

$Circle Internet Corp.(CRCL)$  A $100 million equity check and a five-year commercial agreement suggest Binance sees real value here, enough to buy a seat at the table rather than rent one. In stablecoin infrastructure, the transactional model seems to be giving way to a structural one, and the companies building the rails are making sure they own them.

$Circle Internet Corp.(CRCL)$  Richard Teng, co-CEO of Binance, framed the investment as a long-duration strategic bet. Circle has earned its place as one of the most credible issuers in the world, and the $100 million investment plus the five-year commitment reflect long-duration conviction. The idea is to help build a more inclusive, transparent, and compliant digital economy. A stable, trusted digital dollar shouldn't be a privilege, it should be available to anyone with a phone.

$Circle Internet Corp.(CRCL)$ At the verge of a breakout on the back of the Binance deal.

$Circle Internet Corp.(CRCL)$ Charts are showing a key breakout level for IVER around $103. If it breaks through that three-month resistance, the next move could take it toward $120-$125. Watching for the breakout.

$Circle Internet Corp.(CRCL)$  This customer migration isn't theoretical anymore, it's playing out in the market in a measurable way. Over 80% of USDC adoption and volume is now coming from outside the United States, with businesses in Europe, Asia, and emerging markets bypassing the traditional Western banking system to treat USDC as a modern, friction-free Eurodollar. That steady corporate onboarding has kept total USDC circulation growing even through broader crypto volatility, which means big bank customers are migrating to Arc.

$Circle Internet Corp.(CRCL)$ $Robinhood(HOOD)$ The European clarity act passing should push this much higher. A US version will likely get passed as well.

$Strategy(MSTR)$ BTC.XLooking at the full commitments including debt and preferreds, plus total cash, it works out to $121.61 per share. Using only the required commitments, it's $152.09 per share. I prefer the $152 figure since the preferreds never come due, they're equity. MSTR is paying 11.3% on its preferreds, which is very high. No matter how high bitcoin goes, they need to reduce the preferreds. At that rate the stress on the common is significant. Buy STRD.

BTC.XWould be great to get 3 tall green candles like back in mid-Aug. $Circle Internet Corp.(CRCL)$  $Strategy(MSTR)$  $Coinbase Global, Inc.(COIN)$  $Robinhood(HOOD)$ 

$Circle Internet Corp.(CRCL)$ Charts are showing a bullish setup heading into next week. Gap up to $80.5, break $92.7, and the next target is $98 before resistance at $105. There's a clarity catalyst behind it, with a September move to $120. You heard it here first.

For Circle ($Circle Internet Corp.(CRCL)$ ), this looks like a major boost to their core revenue model. They earn a big part of their revenue from interest on the cash and U.S. Treasury reserves backing USDC. With tokenized stock trading now allowed through AMMs and liquidity pools, the SEC has essentially opened a path for trillions in traditional equity markets to move onchain. If trading volume scales up, demand for minting and holding USDC could rise sharply, expanding the reserves that generate interest for Circle.

$Circle Internet Corp.(CRCL)$ TD Cowen raised its price target on CRCL to $92.00. The view is that while the CLARITY Act failure was an initial setback, the Federal Reserve's hawkish lean actually boosts Circle's near-term interest-revenue financials on its cash reserves. Institutional algorithms picked up on that revised bull case and triggered heavy buying.

$Circle Internet Corp.(CRCL)$ The gap between institutions and retail seems to be closing pretty quickly. Institutions are often constrained by legislation, while retail investors have more freedom to act.

$Circle Internet Corp.(CRCL)$  $Strategy(MSTR)$ $Coinbase Global, Inc.(COIN)$ BTC.X$Robinhood(HOOD)$ Crypto friendly stocks are seeing some gains.

The SEC has granted a 5-year exemption for tokenized stock trading in the US. The Commission approved a temporary, conditional exemption called the Innovation Exemption, which allows limited trading of tokenized NMS stocks on certain onchain venues referred to as Tokenized Securities Venues, or TSVs. The goal here is to give the Commission a chance to better understand how these venues operate before shaping future policy. US investors can now trade real tokenized equities onchain through qualifying venues, and this opens a path toward 24/7 US stock trading with onchain settlement. $Robinhood(HOOD)$  $Charles Schwab(SCHW)$  $Morgan Stanley(MS)$