To The Moon

$Circle Internet Corp.(CRCL)$ Euroclear and Clearstream are basically Europe's versions of the DTCC. With the U.S. DTCC already integrating with Arc to enable tokenized asset settlement by 2027, the European settlement giants have a strong incentive to sign up next so they don't get locked out of tokenized securities routing entirely.

$Circle Internet Corp.(CRCL)$ The 130+ Corporate Alliance Members are a sizable group of tech-forward fintechs and market makers that backed OUSD to move away from Circle's single-issuer model. With Circle now holding IBM's 1,000 blockchain patents, these tech firms look like the most likely candidates to sign incoming licensing deals and plug into Arc.

$Circle Internet Corp.(CRCL)$ Everything is going well. We're not trending yet, but that should happen at 100. I wasn't expecting 90 today, so it's squeezing hard right now. 122 is in sight.

Crypto is moving higher again, but the stablecoin side is where the real profits have been — that's how $Coinbase Global, Inc.(COIN)$  and $Circle Internet Corp.(CRCL)$  generated so much of their earnings. Microcap Stablecoinx is worth keeping an eye on too. It's trading at $5.10 under USDE.X. It's a SPAC that opened for trading at $10 near the end of June and is now sitting at a -50% discount.

$Circle Internet Corp.(CRCL)$ All shorts are going to have to cover. They will likely buy at the open to cover their puts. We could see $90 at the open and $109 by end of day.

$Circle Internet Corp.(CRCL)$  There are prettier setups out there, but this one clearly has a head start. The asymmetric upside looks striking, especially with their new agentic platform.

$Circle Internet Corp.(CRCL)$  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