To The Moon

$Strategy(MSTR)$ Selling into the recent rally to acquire more of the underlying is actually the right move when the stock is trading at a premium. Building asset holdings at a support level while keeping cash reserves and USD reserves untouched. The preferred metric doesn't count as debt because it isn't debt. Looking at the lows, they've completely shifted their monetary policies and clearly learned from the previous cycle. Those posting "dilution, dilution" on every tick down seem to have some lingering PTSD and haven't taken the time to actually study the situation.

$Circle Internet Corp.(CRCL)$ Something is coming. I can really sense it will push this onto a much higher trajectory. Stay tuned, bulls.

$Circle Internet Corp.(CRCL)$  Most market participants haven't fully grasped what Binance's investment means here. Binance has essentially made an emergency investment before the ship leaves port. This isn't about Circle needing the money—it's about Binance needing Circle. This is a game-changer and extremely bullish.

$Circle Internet Corp.(CRCL)$  A $100 million equity check and a five-year commercial agreement suggest Binance sees real value here, enough to buy a seat at the table rather than rent one. In stablecoin infrastructure, the transactional model seems to be giving way to a structural one, and the companies building the rails are making sure they own them.

$Circle Internet Corp.(CRCL)$  Richard Teng, co-CEO of Binance, framed the investment as a long-duration strategic bet. Circle has earned its place as one of the most credible issuers in the world, and the $100 million investment plus the five-year commitment reflect long-duration conviction. The idea is to help build a more inclusive, transparent, and compliant digital economy. A stable, trusted digital dollar shouldn't be a privilege, it should be available to anyone with a phone.

$Circle Internet Corp.(CRCL)$ At the verge of a breakout on the back of the Binance deal.

$Circle Internet Corp.(CRCL)$ Charts are showing a key breakout level for IVER around $103. If it breaks through that three-month resistance, the next move could take it toward $120-$125. Watching for the breakout.

$Circle Internet Corp.(CRCL)$  This customer migration isn't theoretical anymore, it's playing out in the market in a measurable way. Over 80% of USDC adoption and volume is now coming from outside the United States, with businesses in Europe, Asia, and emerging markets bypassing the traditional Western banking system to treat USDC as a modern, friction-free Eurodollar. That steady corporate onboarding has kept total USDC circulation growing even through broader crypto volatility, which means big bank customers are migrating to Arc.

$Circle Internet Corp.(CRCL)$ $Robinhood(HOOD)$ The European clarity act passing should push this much higher. A US version will likely get passed as well.

$Strategy(MSTR)$ BTC.XLooking at the full commitments including debt and preferreds, plus total cash, it works out to $121.61 per share. Using only the required commitments, it's $152.09 per share. I prefer the $152 figure since the preferreds never come due, they're equity. MSTR is paying 11.3% on its preferreds, which is very high. No matter how high bitcoin goes, they need to reduce the preferreds. At that rate the stress on the common is significant. Buy STRD.