To The Moon

$Circle Internet Corp.(CRCL)$  It's interesting to see the sentiment shift to bullish now. The strategy seems to be to buy and hold, as clarity is expected to come. It has to, otherwise the US risks being left behind, with other countries already passing similar legislation.

$Circle Internet Corp.(CRCL)$ Revolut has suspended trading for USDT. It seems the geopolitical push for USDC is having an effect.

$Circle Internet Corp.(CRCL)$ It really needs the mainnet to go live to build up its moat and improve liquidity. Once we can see the actual metrics in action, that should help settle the market down a bit.

$Circle Internet Corp.(CRCL)$  If we assume a 10-20% swing up soon, covering shorts could push the price higher sharply. A sharp V move could happen either today or Monday. BTC.X has held above 60K, and $Strategy(MSTR)$  could swing back to $100. All positive developments. From my perspective, $100 seems likely as the earnings report gets closer. It doesn't feel like the bears will trap themselves here.

$Circle Internet Corp.(CRCL)$ Circle used to have half of a relatively small pie before the OUSD announcement, but now it's more like 30% of a much larger pie. Even with new competitors, the overall market has grown significantly, so 30% of a $20 trillion market is still better than 50% of a $300 billion market.

$Circle Internet Corp.(CRCL)$  OUSD could face some challenges. The "cold start" problem is real—USDC and USDT have deep, global liquidity that's hard to replicate. Traders and DeFi protocols rely on that depth, so moving to a new token tends to be a slow process. The governance is also complex. Coordinating over 140 major corporations, each with its own business interests, is a huge task. Cohesion might be tested when the consortium needs to make quick or controversial decisions. And the incumbents aren't standing still. Circle, for instance, is expanding its own products like the Circle Payments Network to defend its market share.

$Circle Internet Corp.(CRCL)$  CIRCLE.XCathie Wood and Ark picked up 287,609 shares of Circle today. Over the last three days, they've accumulated a total of 421,821 shares.

$Strategy(MSTR)$  $MicroStrategy Inc. Perpetual Stretch Preferred(STRC)$ To those who ignored the bearish noise, it looks like that approach has paid off.

$CoreWeave, Inc.(CRWV)$ Seems like the market makers are using the same playbook when things are down by 10%. They did something similar with CRCL. I'm expecting a bounce soon, though I'm not sure how much.

$Circle Internet Corp.(CRCL)$ The initial three-year term of the Circle-Coinbase USDC collaboration agreement is set to expire on August 18, 2026. According to the terms, specifically Section 3.2, the partnership will automatically renew for successive three-year periods if both parties meet certain pre-defined product and reseller criteria.