Top Results209 results
The Circle IPO: Caveat Emptor?
One of crypto’s most revered companies, Circle, has finally filed its S1 prospectus with the SEC ahead...The Circle story is really easy to grasp....But is Circle stock really the cleanest way to express a bullish view on stablecoins?  ...Circle seems to have done a good job of keeping OpEx fairly flat while revenue grew.
4 Min
Stablecoins
Apr 2025
Plasma: Stablecoin Infrastructure & The Trillion Dollar Opportunity
Especially considering Circle is paying a majority of its revenue directly to Coinbase as a distribution...If anything, Circle faces even more challenges if we assume banks will slowly begin to launch their own...
28 Min
Infrastructure
Jun 2025
Vertical Integration vs. Creator Alignment: Pump.fun and Raydium's Battle for Solana's Memecoin Economy
$75.15 million in fees — vaulting to 3rd place behind only stablecoin issuers Tether ($555 million) and Circle...
16 Min
DeFi
May 2025
The Stablecoin Manifesto
While Tether and Circle dominate the market today, I expect emerging issuers such as Paxos’ USDG, M^0...USDC seems best positioned today as Circle is launching developer-controlled wallets and stablecoin infrastructure...Today, @circle launched a guide to operating autonomous AI Agents with USDC on blockchain apps. https...
45 Min
Stablecoins
Nov 2024
The Year Ahead for Infra 2025
It will use CairoVM, Stwo (new prover from Starkware), Circle Starks and other improvements....This shift is enabled by major breakthroughs in proof systems: Circle Starks achieved 125x faster proving...Starks and Stwo The second most important development that happened this year was Circle starks.
128 Min
Infrastructure
Dec 2024
The IPO Narrative – Is the Market Rotating into Crypto Equities?
The recent IPO of Circle illustrates this....As the issuer of USDC, Circle sits at the center of crypto’s stablecoin infrastructure....I think there exists the need for crypto-equity in some capacity – Circle and Coinbase being perfect...
9 Min
Macro & Markets
Jun 2025
Initia: Fulfilling The Appchain Vision
Since Initia is natively integrated with Noble—the Cosmos chain that issues native USDC via Circle—users...
31 Min
Layer 1 / L1
Feb 2025
World: A Trillion Dollar Opportunity, or Just Another Low Float, High FDV?
World App’s payment capabilities are expanding through partnerships with Circle and Visa, with World...
26 Min
AI
May 2025
The Path to DeFi's ETF Moment: The Rise of Morpho, Curators, and Mullets
To circle back to my earlier point: onchain capital is still mercenary.
26 Min
DeFi
Apr 2025
Hope Metric : Macro Signal Monday (06-09-2025)
What’s particularly important here is the persistent divergence regime highlighted by the red circle.
6 Min
Macro & Markets
Jun 2025
The Year Ahead for DeFi 2025
Tether and Circle) and (2) stablecoin distributors (i.e., apps)....M^0’s “M”: Created by a team of ex-MakerDAO and ex-Circle veterans, M^0’s vision is to serve as a thin...
72 Min
DeFi
Dec 2024
From feUSD to HUSD: Felix’s Plan to Reshape Yield on Hyperliquid
...stablecoin designed to keep capital in the ecosystem and redirect the yield that traditional issuers like Circle...passively generating around 4.3% in yield—over $129 million annually, most of which flows straight to Circle...
10 Min
DeFi
May 2025
Delphi's Market Matters - June 2025
...be on like a real, uh, a real break, like a real all time high breakout. [00:21:45] Like volume is circle...Maybe everybody’s, you know, bidding circle....Like circle like all these companies to IPO as opposed to make a token....And then Circle [00:54:30] came out at four Bill or whatever and then everyone was like, oh, this is...
64 Min
Macro & Markets
Jun 2025
Sui Network: Demystifying the Monolithic Contender
Circle launched native USDC on Sui on September 17th, 2024.
43 Min
Layer 1 / L1
Dec 2024
Noice: Making Cents of InfoFi
Users can set different prices for different entity types (mutuals, extended circle, randoms, companies...
16 Min
DeFi
Jun 2025
The Retardation of Crowds
...simply, when you lack an objective north star metric, price action gets reduced to one massive memetic circle...
6 Min
Macro & Markets
Mar 2025
Restaking Games: Chasing for Yield
...time until we start seeing restaking protocols allowing LRTs to be restaked, creating a never ending circle...
53 Min
Staking
Nov 2024
The Inefficient Market Hypothesis
...cross-chain Splitwise that leverages the entire global network of payments, rather than an arm’s length circle...
43 Min
DeFi
Sep 2024
A New Framework For Understanding Moats In Crypto Markets
Given Circle is the native issuer of USDC, they are in a uniquely privileged position where they can...
36 Min
DeFi
Aug 2024
The Year Ahead for Markets 2025
...of decentralization with HyperEVM, it is exciting to see these ideas and themes start to come full circle...
90 Min
Macro & Markets
Dec 2024