智通财经APP获悉，周三，币圈部分股票延续近期下跌趋势，截至发稿，Strategy(MSTR.US)跌超2%， Coinbase(COIN.US)跌超3.4%, Bitmine Immersion Technologies(BMNR.US)跌超2.8%，SharpLink Gaming(SBET.US)跌超3%，Circle(CRCL.US)微跌。 ...

Core Viewpoint - Wells Fargo and other firms have initiated coverage on various companies in the payments and technology sectors, highlighting both challenges and opportunities within these industries [1] Group 1: Payments Sector - Wells Fargo initiated coverage of PayPal (PYPL) with an Equal Weight rating and a price target of $74, noting the sector's struggles due to a shift towards AI-centric stocks and execution issues among companies [1] - Coverage was also initiated for Shift4 (FOUR) and Fiserv (FI) with Equal Weight ratings, indicating a cautious outlook on these companies [1] - Block (XYZ) received an Overweight rating and a price target of $91, with Wells Fargo identifying attractive opportunities despite the sector being challenging for investors [1] - Other companies in the payments sector, including Global Payments (GPN), FIS (FIS), Visa (V), MasterCard (MA), Affirm (AFRM), and Circle Internet (CRCL), were also given Overweight ratings [1] Group 2: Advertising and E-commerce - Deutsche Bank initiated coverage of AppLovin (APP) with a Buy rating and a price target of $705, emphasizing its strong advertising technology and expansion into e-commerce advertising, which is significantly larger than mobile game in-app advertising [1] Group 3: Renewable Energy - Needham initiated coverage of First Solar (FSLR) with a Buy rating and a price target of $286, viewing it as a leading option for investing in U.S. utility-scale solar due to favorable policies [1] Group 4: Technology and Infrastructure - Piper Sandler initiated coverage of Dell Technologies (DELL) with an Overweight rating and a price target of $172, predicting it will benefit from a strong enterprise data center refresh in 2026 and AI infrastructure developments [1] - HP Enterprise (HPE) was also covered by Piper Sandler but received a Neutral rating, indicating a less favorable outlook compared to Dell [1]

Core Insights - Circle Internet Group (NYSE: CRCL) is the second-largest stablecoin provider, indicating significant market presence and potential for network effects [1] - The company's value proposition is superior to its closest competitor, particularly in terms of trust and regulatory compliance [1] Company Analysis - Circle employs a value investing approach focused on high-growth opportunities across various industries, emphasizing robust business models and strategic foresight [1] - The company primarily utilizes the discounted cash flow (DCF) valuation methodology while remaining adaptable to other valuation techniques [1] - Business model frameworks from prestigious institutions like Harvard Business School are leveraged for in-depth analysis, ensuring a comprehensive understanding of intrinsic value and strategic positioning [1] Investment Strategy - The investment strategy is centered on identifying companies with the potential to significantly influence the global landscape in the future [1] - The focus is on long-term growth potential and risk mitigation, facilitating informed investment decisions [1]

智通财经APP获悉，周一，加密货币概念股集体回暖，截至发稿，Strategy(MSTR.US)涨超4.8%， CleanSpark(CLSK.US)涨超11%，Bitmine Immersion Technologies(BMNR.US)涨超7%，Mara Holdings(MARA.US)涨超7%，Robinhood(HOOD.US)涨超4%，Circle(CRCL.US)涨超2.9%， Coinbase(COIN.US)涨超3%。比特币周末重新站上11万美元，现涨超1.7%，报111050美元。以太坊重新 站上4000美元，现报4036.14美元。 ...

Bitget's US Stock Futures trading volume has surpassed $200 Million with top 3 stocks - $TSLA, $NVDA, $CRCL!The milestone follows Bitget’s recent intro USDT-margined perpetual futures on 25 leading U.S stocks.https://t.co/qqCWVCA20C ...

Vancouver, British Columbia--(Newsfile Corp. - October 15, 2025) - Corcel Exploration Inc. (CSE: CRCL) (the "Company" or "Corcel") today announced plans for Phase 1 of its maiden drill program and additional surface exploration activities on its 100%-owned Yuma King Project ("Yuma King" or the "Project") in west-central Arizona. The Phase 1 drill program will consist of an initial 2000 m of diamond drilling, targeting copper (Cu) - gold (Au) skarn and porphyry style mineralization around the historical Yum ...

Core Viewpoint - Circle (CRCL), the issuer of USD Coin (USDC), is well positioned to benefit from increasing demand for regulated stablecoins despite potential U.S. interest rate cuts, according to Bernstein analysts [1][3]. Group 1: Market Position and Growth - USDC's market share is projected to increase from 29% today to 33% by the end of 2027 [2]. - Circle is expected to generate $668 million in EBITDA even if rates fall below 2%, indicating a robust 33% compound annual growth rate from 2024 through 2027 [3]. - Circle's compliance-first strategy, deep liquidity network, and multi-chain integrations are identified as key structural advantages [5][7]. Group 2: Financial Impact of Interest Rates - Every 25-basis-point rate cut could reduce Circle's 2027 revenue by approximately 9% and EBITDA by 11% [3]. - Despite potential revenue compression from lower interest rates, expanding stablecoin adoption and strong operating leverage are expected to support Circle's growth [1]. Group 3: Regulatory Environment - The passage of the GENIUS Act introduced a federal framework for "payment stablecoins," favoring U.S.-based companies and reinforcing Circle's status as the largest regulated stablecoin globally [6][7]. - Circle's full backing by cash and U.S. Treasurys, along with daily reserve disclosures and independent attestations, enhances its competitive position [7]. Group 4: Market Dynamics - Circle's market cap has reportedly reached about half of the total USDC in circulation, leading to speculation that it could act as a "U.S. dollar treasury company" [9]. - USDC operates across 28 blockchains and has partnerships with major exchanges like Coinbase, Binance, and OKX, contributing to its significant transaction volume [5].

Core Viewpoint - Bitcoin-related stocks experienced a widespread decline, reflecting a negative sentiment in the cryptocurrency market as Bitcoin and Ethereum prices fell significantly [1] Group 1: Stock Performance - Strategy (MSTR.US) dropped over 2.6% [1] - Bitmine Immersion Technologies (BMNR.US) fell more than 7% [1] - SharpLink Gaming (SBET.US) decreased by over 5% [1] - Circle (CRCL.US) declined more than 3.5% [1] - Coinbase (COIN.US) saw a drop of over 2.3% [1] Group 2: Cryptocurrency Prices - Bitcoin price fell over 3%, currently at $111,670 [1] - Ethereum price decreased by more than 6.7%, currently at $3,987 [1]

Wall Street broker Bernstein said Circle (CRCL) could take a revenue hit if U.S. rates fall sharply, but strong stablecoin demand and operating leverage may help soften the blow. Every 25 basis point drop in rates would trim 2027 revenue by about 9% and EBITDA by 11%, with rates below 2% implying $668 million in EBITDA and 33% compound annual growth (CAGR) from 2024 to 2027, analysts led by Gautam Chhugani wrote in the Tuesday report. Stablecoins are cryptocurrencies whose value is tied to another asset, ...

智通财经APP获悉，周一，币圈概念股多数反弹，截至发稿，Strategy(MSTR.US)涨超1%，SharpLink Gaming(SBET.US)涨近2%，Bitmine Immersion Technologies(BMNR.US)涨超3.7%，Coinbase(COIN.US) 涨0.7%，Circle(CRCL.US)涨超6%。比特币上周五出现闪崩，加密货币全网合约爆仓超190亿美元，爆 仓人数高达162万人，其中九成为多单爆仓。据Lookonchain统计，市场崩盘后，Tether和Circle共新增发 行了价值17.5亿美元的稳定币。 ...