To The Moon

$Circle Internet Corp.(CRCL)$ This time around the longs seem to be holding strong. Sharing information after these short attacks appears to have built a more resilient community base. In the past, similar types of scam headlines would have panicked everyone.

$Circle Internet Corp.(CRCL)$ CRCL keeps getting downgraded over what feels like the same old concerns about competition. Honestly, it makes you wonder if some of the bigger banks and Wall Street firms are getting a bit nervous about the kind of disruption this company could bring. From where I stand, the stock looks undervalued at these levels, and I think there's a solid case for it potentially more than doubling by the end of the year.

$Circle Internet Corp.(CRCL)$ It looks like the bottom is in. I think we could start working our way back to triple digits from here.

$Circle Internet Corp.(CRCL)$  Coinbase seemed to think they could get away with leapfrogging Circle. It looks like Circle might end up outsmarting them in the end. I'm betting on that outcome.

$Circle Internet Corp.(CRCL)$ Looking at the forward price-to-sales ratio for 2027, it's pretty wild. $Visa(V)$  is trading at a 13 multiple. It's worth keeping that number in mind. You have a disrupter being priced like a rock-bottom utility, even below some of the utilities it's supposed to be disrupting.

$BTQ Technologies Corp.(BTQ)$ Quantum is probably the most overlooked name right now. It's also worth keeping an eye on $Circle Internet Corp.(CRCL)$  for exposure to crypto.

$Circle Internet Corp.(CRCL)$ The stock could potentially see a 20-point move today. It seems there's a pattern of money rotating out of memory chips, which often benefits beaten-down crypto stocks. Bitcoin appears to be on the move, and I think there's a chance it could reach 71,000 within a week.

$Circle Internet Corp.(CRCL)$  full position now

$Trade Desk Inc.(TTD)$ $Team(TISI)$ $Palantir Technologies Inc.(PLTR)$ $Circle Internet Corp.(CRCL)$  The bullish momentum for CRCL seems tied to its regulatory advantages and the upcoming federal guidelines. Getting the OCC national trust bank charter creates a solid institutional moat. At the same time, the Senate floor vote on the Clarity for Stablecoins Act should provide a more formal legal framework. This combination of compliance factors could set it apart from less-established competition, which aligns with the analyst projection for a target price above $190.

$Circle Internet Corp.(CRCL)$ When you're the top player in a rapidly expanding market, some competition is to be expected. Everyone wants in. But it often makes sense to stick with the established leader. I think it could break past 100 again sooner than some might expect.