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 ...

Core Insights - Corcel Exploration Inc. has announced plans for Phase 1 of its maiden drill program and surface exploration activities at the Yuma King Project in Arizona, focusing on copper-gold mineralization [1][8] Drilling Program - The Phase 1 drill program will consist of approximately 2,000 meters of diamond drilling, targeting copper-gold skarn and porphyry mineralization around the historical Yuma King Mine area [1][5] - The objectives include confirming historic drill results, expanding known mineralization, and identifying new high-grade copper-gold areas [3][4] - Initial drilling will test skarn/replacement and porphyry mineralization, which remains open in multiple directions and at depth [3][4] Historical Context - Historical drilling at the Yuma King Mine has shown significant intersections, including 0.78% copper, 0.53 g/t gold, and 6.3 g/t silver over 45.4 meters in copper-gold skarn [4] - The upcoming drilling aims to step out from known mineralization to expand mineralized zones [4] Geophysical Surveys - An Induced Polarization (IP) survey will be conducted over the Three Musketeers and Yuma King West targets to identify anomalies and guide further exploration [1][9] - The IP survey will collect high-resolution data and image subsurface mineralization to a depth of approximately 400 meters [9] Additional Exploration Activities - In addition to drilling and the IP survey, the 2025 exploration activities will include remote sensing hyperspectral alteration surveys, geological mapping, and surface geochemical sampling [10][11] - The results from these activities will be combined with historical data to prioritize targets for a potential Phase 2 drill program [11] Company Overview - Corcel Exploration is engaged in the acquisition and exploration of precious and base metals properties in North America, including the Yuma King Cu-Au project, which spans 3,200 hectares [14]

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]

Core Insights - Circle (CRCL) may face revenue challenges if U.S. interest rates decline sharply, but strong demand for stablecoins and operational leverage could mitigate the impact [1][4] - The broker Bernstein projects that a 25 basis point decrease in rates could reduce 2027 revenue by approximately 9% and EBITDA by 11% [1] - Circle's USDC supply is expected to exceed the $170 billion base case even in a low-rate environment, driven by increased risk appetite and demand in crypto markets [3] Revenue and Market Projections - Analysts predict that total industry stablecoins will grow to around $670 billion by 2027, primarily due to the expansion of crypto capital markets [3] - Circle's market share of USDC is anticipated to rise to 33% by 2027, with operating margins expected to widen to 51% from 43% between 2024 and 2027 [3] - Other revenue streams related to integration and transaction services are also increasing, projected to reach 9% of total revenue in a bear case scenario [4] Stock Performance and Ratings - Bernstein maintains an outperform rating on Circle stock with a price target of $230, despite the stock being down 2.3% to around $134.40 in early trading [2]

Core Viewpoint - The cryptocurrency sector experienced a rebound in stock prices following a significant market crash, with various companies showing positive performance amidst the volatility [1] Group 1: Market Performance - Most cryptocurrency-related stocks rebounded, with Strategy (MSTR.US) rising over 1%, SharpLink Gaming (SBET.US) increasing nearly 2%, Bitmine Immersion Technologies (BMNR.US) up over 3.7%, Coinbase (COIN.US) gaining 0.7%, and Circle (CRCL.US) surging over 6% [1] - Bitcoin experienced a flash crash last Friday, leading to over $19 billion in liquidations across the cryptocurrency market, affecting approximately 1.62 million traders, with 90% of the liquidations being long positions [1] Group 2: Stablecoin Issuance - Following the market crash, Tether and Circle issued a combined total of $1.75 billion in stablecoins, indicating a response to the increased demand for liquidity in the market [1]

Core Insights - The crypto market experienced significant volatility due to heightened U.S.-China trade tensions and threats of new tariffs from President Trump, leading to a sharp decline in crypto stocks [2][3][4] Market Performance - On Friday, major crypto stocks such as Coinbase, Circle, Figure, and Gemini saw declines ranging from 5% to 12% as a result of the broader market selloff [2] - Coinbase's stock initially rose above $400 due to acquisition talks but ultimately fell over 16% before closing at $357 [4] - Circle, Figure, and Gemini also faced sharp declines, with closing prices showing CRCL down 11.66%, FGR down 12.20%, and GEMI down 8.30% [5] Trade Tensions - The U.S.-China trade war escalated with Trump's threat to impose a 100% tariff on all Chinese imports following new restrictions from Beijing on rare earth mineral exports [3] - The S&P 500 index fell by 2.96% from its morning high, reflecting the negative impact of tariff threats on market sentiment [3] Regulatory Uncertainty - The crypto industry faced additional challenges from a leaked proposal by Senate Democrats that would impose severe restrictions on DeFi in the U.S., causing backlash and highlighting a bipartisan rift in crypto regulation [8]

Group 1 - The cryptocurrency sector stocks mostly declined on Thursday, with notable drops in several companies [1] - Strategy (MSTR.US) fell over 2%, SharpLink Gaming (SBET.US) dropped more than 5.6%, and Bitmine Immersion Technologies (BMNR.US) decreased by over 4.6% [1] - Coinbase (COIN.US) experienced a slight decline, while Circle (CRCL.US) saw a modest increase of 0.55% [1]

Core Viewpoint - The cryptocurrency-related stocks continue to decline, reflecting ongoing market pressures and investor sentiment [1] Company Performance - Strategy (MSTR.US) has decreased by 0.8% [1] - Circle (CRCL.US) has dropped over 1.5% [1] - SharpLink Gaming (SBET.US) has fallen by 1.7% [1] - Bitmine Immersion Technologies (BMNR.US) has seen a decline of 1.5% [1]

Core Insights - First Principles Partners specializes in equity research focused on technology, innovation, and sustainability investment, utilizing a unique approach to identify overlooked investment opportunities [1] Group 1: Company Overview - First Principles Partners employs a "First Principles" methodology to break down complex financial and technological problems, aiming to uncover potential investment opportunities [1] - The company has a strong background in investment, private equity, and venture capital, demonstrating a proven track record of delivering strong returns [1] Group 2: Investment Focus - The articles produced by First Principles Partners on Seeking Alpha concentrate on emerging technologies, sustainable investing, and the intersection of innovation and finance [1] - The company expresses a commitment to sharing insights with a broader audience and engaging with fellow investors to promote positive change in sustainability and innovation [1]