To The Moon

$Circle Internet Corp.(CRCL)$ 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

$Booz Allen Hamilton(BAH)$ $Trade Desk Inc.(TTD)$ $Circle Internet Corp.(CRCL)$ $Team(TISI)$ 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.