Coinbase has the upperhand over Circle, says Mizuho's Dan Dolev

My next guest believes that goal is too ambitious. He remains cautious with an underperform rating, $85 price target. Let's bring in Missou's Dan Doof, who joins me here on set.Dan, it's good to see you. Great to see you. Why do you think it's too ambitious.Because if you look at the facts, I mean, I like stable coins, don't get me wrong, but if you look at the facts, you've only had like 6% growth in USDC in circulation since like the end of 2Q. It's basically been stale. Like, it's not moving since April. ...