$Circle Internet Corp.(CRCL)$  It feels like the negative sentiment is overdone. Korean firms have already denied any connection with OUSD.

A few recent insider buys that might be worth keeping an eye on. LE PHONG – $Strategy(MSTR)$  (filed 6/22, up 18.09% over 5 days) Bitcoin is still the main factor here. The chart looks decent, and if BTC stays strong, it could push this higher. KATZ ZACHARY – $GRINDR INC(GRND)$  (filed 6/30, up 18.44% over 5 days) One of the stronger-looking charts on the list. Momentum is holding, and if volume stays up, it could see another move. SOOK PERRY A – $Nexstar Broadcasting(NXST)$  (filed 6/29, up 17.06% over 5 days) It's building a base, with election ad revenue expected to be a catalyst into 2026. Could be one to watch for a potential breakout. BECKETT

I'm long $SoFi Technologies Inc.(SOFI)$  and $Circle Internet Corp.(CRCL)$ , and I'm keeping an eye on both of their stablecoin developments. I already hold a significant amount of $USDATA Corp.(USDC)$  from my crypto portfolio, so I'm focused on how Arc performs after its full launch. I'm looking for real-world speed, stability, and utility with both existing $USDATA Corp.(USDC)$  and new purchases. If Arc doesn't deliver, then SOFIUSD will be the next thing I'm watching.

$Circle Internet Corp.(CRCL)$ A large block of 50,000 shares was sold by Neville. It would be better if the selling pressure eased up for a bit. I'm bullish on the long term, but the chart pattern looks damaged. Without a significant catalyst, it seems institutional selling could continue even on rallies.

$Circle Internet Corp.(CRCL)$ We saw a sell-off across the market during the holiday period. It looks like we might test that gap next week.

$Circle Internet Corp.(CRCL)$  I think it's just a matter of time before this doubles in price, likely before the year ends.

$Circle Internet Corp.(CRCL)$  I think major commerce brands will eventually launch their own stablecoins, but not as independent projects. They'd likely brand existing coins as their own and keep a share of the reserve revenues. That seems to be the direction Circle is moving in, which explains why they don't push for an open standard and why they welcome competition. For Circle, rebranding or duplicating their technology is relatively straightforward. Creating a single, unique coin meant to be universal across all platforms is a much bigger challenge.

$Circle Internet Corp.(CRCL)$ I'm wondering why Amazon didn't sign up for the open standard, especially since Walmart and Google did. It makes me think they might have something else planned.

$Circle Internet Corp.(CRCL)$  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.