$Circle Internet Corp.(CRCL)$  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.

$Strategy(MSTR)$ Over the last 35 trading days, we saw 31 days of ETF outflows, up to $733 million per day and over $8 billion in total. There were only 4 days of inflows, up to $131 million per day and just $250 million total. Bitcoin is somehow still holding the line in the face of this record ETF spot selling onslaught. What's not to like about this setup.

$Circle Internet Corp.(CRCL)$ I still think this is way oversold, expecting 100/120 in the next few weeks.

$Circle Internet Corp.(CRCL)$ It's interesting how CRCL still trades in sync with BTC, given that USDC has almost opposite characteristics and use cases as a secure, instant payment method (with some form of yield, pending the Clarity Act). The growth in USDC usage for online commerce and international settlements has been explosive this year, accelerating monthly. If anything, potential Fed rate hikes could be a net positive for CRCL's bottom line compared to most other fintechs. Whether the Clarity Act passes this month or next year, CRCL already has a strong competitive moat in the stablecoin payments space. Their development of similar stablecoin offerings beyond just USDC should open up further growth opportunities in markets outside the

$Circle Internet Corp.(CRCL)$  I guess some people don't realize that the Clarity Act not passing right now might actually be good for Circle, assuming they want to offer a yield-bearing stablecoin.

$Circle Internet Corp.(CRCL)$ Lately, does it feel like we're just going in circles with this stock? It's time to break the cycle and move up.

$Circle Internet Corp.(CRCL)$  A couple of insider sales reported today are affecting shareholder sentiment, causing this after-hours decline. I'm in heavy and remain very bullish long-term, but short-term sentiment doesn't look too promising without some positive news.

$Circle Internet Corp.(CRCL)$ The after-hours move isn't significant, it feels more like small investors trying to stir up fear. I think the price should go up from here.

Circle Internet Group ($Circle Internet Corp.(CRCL)$ ) is currently trading at $82.92, up 0.47% today after a volatile period. Despite recent downward pressure, Wall Street analysts maintain a bullish 12-month outlook, with a consensus average price target of $134.18, representing a potential 62% upside. The company is benefiting from rising USDC adoption and is positioning itself as a global settlement layer for cross-border payments. Potential progress on the Clarity Act and other stablecoin legislation could serve as a major tailwind for the stock's valuation later in 2026. The majority of analysts recommend CRCL as a "Buy" or "Strong Buy," though some remain cautious due to valuation and regulatory risks. The average price target range is

$Circle Internet Corp.(CRCL)$  Run the numbers in Claude on how much companies will save yearly by adopting stables. $Gilead Sciences(GILD)$  alone would be around $100-200 million in just INSANT savings, with no capex needed. Compound this across every Fortune 500 company, and you can see why some are predicting a massive productivity gain SPY.

$Circle Internet Corp.(CRCL)$ Cathie Wood's ARK Innovation ETF purchased about 100,250 shares of Circle, investing $9.07 million. Wall Street holds a Moderate Buy consensus on Circle with an average price target near $146, implying over 80% upside.