To The Moon

$Circle Internet Corp.(CRCL)$  CRCL at $150 by year-end? I wouldn't rule it out. At these levels, the market seems to be underestimating Circle's long-term growth potential. If execution continues and sentiment turns, $150 could prove to be a very achievable target.

$Circle Internet Corp.(CRCL)$ The intraday price action makes it look like a controlled or stealth short cover is actively playing out right now.

$Circle Internet Corp.(CRCL)$  Arc's early validator set already includes names like BlackRock, Mastercard, and DTCC. To me, that points to a real build-up of institutional interest in blockchain-based settlement and digital asset infrastructure.

Stablecoin card spending hit a record $1.03B in July, up another 16% MoM and roughly 200% YoY. More than 10 million purchases were made during the month. The bigger story here is that stablecoins are increasingly moving from trading infrastructure to real-world payments, driven by instant settlement and global accessibility. With 68% of volume coming from non-US users and adoption expanding across 60+ countries, the addressable market is becoming increasingly global. For perspective, monthly crypto payment card volume was only around $1M just 3 years ago. If this trajectory continues, $1.5B+ in monthly volume by year-end looks achievable. That's a pretty powerful adoption trend for the broader stablecoin and crypto-payments ecosystem. $Circle Internet

$Booz Allen Hamilton(BAH)$ $Trade Desk Inc.(TTD)$ $Circle Internet Corp.(CRCL)$ $Team(TISI)$ TISI is making a pretty aggressive move away from its legacy cyclical refining services, shifting the revenue mix instead into higher-margin, non-discretionary areas like aerospace, digital data centers, LNG, and nuclear power infrastructure. The float situation is what really stands out to me. With roughly 2.64 million shares in the public float out of 4.57 million shares outstanding, and more than 60% locked up by institutions, the supply-side scarcity here is extreme.

$Circle Internet Corp.(CRCL)$ There's huge short interest here and only a couple hundred million in fails to deliver, so honestly, why not push it back to the 130s. Sheez.

$Tesla Motors(TSLA)$ $SpaceX(SPCX)$ $Circle Internet Corp.(CRCL)$ $Hertz Global Holdings, Inc.(HTZ)$ For those still figuring out entries and stops, try the 60-minute chart. I enter only after seeing a clear trend change, then use the 10/20 EMA as a trailing stop. Swing it until you get stopped out, then repeat. Back test it on your own trades and see if it holds up.

$Circle Internet Corp.(CRCL)$ Heard a small tip yesterday suggesting it was a good time to buy. Friday volume and open interest are worth keeping an eye on. The orb script is available for free on TradingView, for what it's worth. Credit to the SMB Capital YouTube video.

$Circle Internet Corp.(CRCL)$  The move above $69 likely pushes around 30% of that large $66–$75 short cluster straight into the red. It looks like the first wave of shorts is starting to feel some pressure now, shifting from break-even to actively losing money.

$Circle Internet Corp.(CRCL)$ Lorenzo Valente, an analyst at Cathie Wood's Ark fund, recently put out a piece on Cloudflare's most recent earnings call. The numbers projected for agentic transactions, the exact kind Circle's L1 blockchain Arc is going to specialize in, are massive. Call it disruptive, call it transformational. Circle looks like the best positioned company to execute on this right now. A lot of people missed the most important earnings call of the week. It was Cloudflare. The wallet announcement got attention, but the real alpha was in the call itself. Cloudflare currently monetizes the internet through subscriptions: security services, AI platform spend, pools of funds. A mix of SaaS and IaaS economics. The CEO was explicit t