The 140-Dollar Question: Bernstein Just Priced Circle's Compliance Moat — But Did They Miss the Real Story?
Date: August 24, 2025 The number hit my terminal at 09:42 CET. Bernstein drop...
circle related articles
Date: August 24, 2025 The number hit my terminal at 09:42 CET. Bernstein drop...
There is a specific moment in every market cycle when capital stops making noise
The number is small. $17.5 million. In the context of a multi-billion dollar...
Hook On a quiet Tuesday morning, Circle minted 1.5 billion USDC on Ethereum....
Circle reported $701 million in Q2 revenue and killed its quarterly dividend ...
We didn't see this one coming from Circle. Not like this. A stablecoin issuer...
There is a quiet irony in how Wall Street prices certainty. For months, the...
The Federal Reserve did exactly what every consensus model predicted. The Ban...
The Clarity Act was supposed to be the easy one. A bipartisan bill to give...
Three point three billion dollars in stablecoin net inflow to Solana in 24...
The Paradox of Trust. Here is a data point that should not exist: Circle, the...
Hook Here is the error: a President who trades like a bear and speaks like a...
On July 10, 2025, Circle received the OCC's final approval for its National...
When Coinbase announced support for Open USD, the market yawned. Another...
Greed
Market Sentiment
92 million ARB released
Block reward halving event
Team and early investor shares released
Block reward reduced to 3.125 BTC
Improves data availability sampling efficiency
Circulating supply increases by about 2%
Independent validator client goes live on mainnet
Raises validator limit and account abstraction
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