To The Moon

$Circle Internet Corp.(CRCL)$   Circle delivered what looked like excellent earnings. Revenue and reserve income: $865 MILLION. Up: 17% YoY. Adjusted EBITDA: $317 MILLION. Up: 85%. USDC transaction volume: $13.9 TRILLION. Up: 49%. Yet CRCL closed November 6 at: $67.88. After hours: $67.40. And here's something interesting. ARK Invest has been accumulating shares during the weakness. Its holdings tracker indicates a net increase of approximately: 78,678 CRCL SHARES across its funds on November 6. So why does CRCL keep struggling? For shareholders who have watched their positions turn increasingly red, especially after encouraging earnings, I understand the frustration. But I don't want to manufacture optimism. I think the market is telling us

Bitcoin is fighting to hold: $77,000. The Binance hack shocked the crypto industry. Approximately: $6.34 BILLION in digital assets was stolen. But here's the part that deserves more attention. Binance says it has already replenished: 98% OF THE AFFECTED TOKEN ASSETS. Yet Bitcoin remains under pressure. US spot Bitcoin ETFs have recorded approximately: $1.04 BILLION IN NET OUTFLOWS across the October 30 and November 2 sessions. And Binance customers have withdrawn a net: $4.72 BILLION. So here's my question. If Binance has largely restored its customers' token balances, why hasn't confidence returned? I think the answer is important. Because Bitcoin is now fighting two completely different battles. THE SECURITY CRISIS. And: THE LIQUIDITY CRISIS. And the second may determine BTC's next major

$Circle Internet Corp.(CRCL)$   Circle delivered what looked like excellent earnings. Revenue and reserve income: $865 MILLION. Up: 17% YoY. Adjusted EBITDA: $317 MILLION. Up: 85%. USDC transaction volume: $13.9 TRILLION. Up: 49%. Yet CRCL closed November 6 at: $67.88. After hours: $67.40. And here's something interesting. ARK Invest has been accumulating shares during the weakness. Its holdings tracker indicates a net increase of approximately: 78,678 CRCL SHARES across its funds on November 6. So why does CRCL keep struggling? For shareholders who have watched their positions turn increasingly red, especially after encouraging earnings, I understand the frustration. But I don't want to manufacture optimism. I think the market is telling us

Bitcoin is fighting to hold: $77,000. The Binance hack shocked the crypto industry. Approximately: $6.34 BILLION in digital assets was stolen. But here's the part that deserves more attention. Binance says it has already replenished: 98% OF THE AFFECTED TOKEN ASSETS. Yet Bitcoin remains under pressure. US spot Bitcoin ETFs have recorded approximately: $1.04 BILLION IN NET OUTFLOWS across the October 30 and November 2 sessions. And Binance customers have withdrawn a net: $4.72 BILLION. So here's my question. If Binance has largely restored its customers' token balances, why hasn't confidence returned? I think the answer is important. Because Bitcoin is now fighting two completely different battles. THE SECURITY CRISIS. And: THE LIQUIDITY CRISIS. And the second may determine BTC's next major