Core Viewpoint - The analyst maintains a sell recommendation on Circle (CRCL) shares, which is the issuer of the USDC stablecoin, indicating a negative outlook on the company's stock performance [1]. Group 1: Company Overview - Circle is the holder of the USDC stablecoin, which is a significant player in the cryptocurrency market [1]. Group 2: Analyst's Background - The analyst has over 7 years of experience in equity analysis, particularly in the Latin American market, providing in-depth research and insights for informed investment decisions [1].

Core Insights - Rhythmic aims to bring stablecoins to a broader market by partnering with consumer-facing companies to offer financial products like cash back and rewards programs [1][2] Funding and Valuation - Rhythmic raised a $4 million seed round led by Dragonfly, with additional support from Mirana Ventures and The Fintech Fund; the company's valuation was not disclosed [2] Product Offering - The startup plans to create a financial product that includes balances, payments, and rewards for customers of partnered brands, similar to existing loyalty programs [2][3] - Users will be able to deposit money into a stored value account within the brand's ecosystem and receive a co-branded Visa card to earn rewards [3] Strategic Vision - Rhythmic's strategy focuses on embedding stablecoin financial services into well-known brands, allowing them to deepen their relationship with users and become central to their financial lives [4] - The company envisions a wide range of firms adopting its model, inspired by successful programs like Starbucks' loyalty program [2][4] Founders' Background - The co-founders have extensive experience in crypto and payments, with backgrounds at American Express, Circle, Mastercard, and Walmart, which they believe positions them well to create a user-friendly stablecoin experience [5] Company Growth and Plans - Rhythmic plans to launch its services midyear and currently has no revenue; it will expand from three to six employees and invest in compliance with the new funding [6]

RT Capital Markets (@capitalmarkets)7 xStocks hit $15M+ AUM on Solana.- Tesla xStock ($53.04M)- Circle xStock ($26.93M)- NVIDIA xStock ($20.77M)- SP500 xStock ($17.55M)- Alphabet xStock ($16.33M)- MicroStrategy xStock ($15.55M)- Nasdaq xStock ($15.24M)Solana is the settlement layer for next-gen finance. https://t.co/Ytck8GUk74 ...

Group 1: Robinhood Markets - Robinhood operates an online trading platform targeting younger investors, holding nearly twice the number of millennial and Gen Z accounts compared to its closest competitor, Vanguard [5] - The company is gaining market share across various brokerage services, including cryptocurrency, equities, margin lending, and options, with its fastest-growing product line being prediction markets [6] - Robinhood is leveraging the AI boom with its investing assistant, Cortex, available exclusively to Gold membership users, aiming to provide advanced financial tools [7] - Despite a 50% decline in stock price due to reduced cryptocurrency transaction volume, Wall Street anticipates adjusted earnings to grow at 20% annually through 2027, making the current valuation of 36 times earnings reasonable [8] - The median target price for Robinhood among 28 analysts is $129 per share, indicating a potential upside of 72% from the current price of $75 [9] - Analysts Brian Bedell and Gautam Chhugani have set a target price of $160 per share, suggesting a 113% upside from the current share price [10] Group 2: Circle Internet Group - Circle is a fintech company known for minting stablecoins, particularly USDC, which is the largest fully compliant stablecoin in the U.S. and Europe [12] - The company generates revenue primarily from interest on reserve assets and has expanded into payments with the Circle Payments Network (CPN), which offers faster and cheaper cross-border payment solutions [13] - The stablecoin market is currently valued at approximately $315 billion, with projections suggesting it could grow to $2 trillion by 2030, indicating an annual growth rate of 45% [14] - Circle estimates that USDC circulation will increase by 40% annually, suggesting reserve income could grow faster than 30% annually, with total revenue potentially increasing more rapidly if CPN gains traction [15] - Wall Street forecasts revenue growth of 33% annually through 2027, making the current valuation of 5.8 times sales appear reasonable [16] - The median target price for Circle among 27 analysts is $107 per share, implying a 73% upside from the current share price of $62 [16]

Assets supplied to RWA-backed markets on @Morpho reach $350M.At ~$260M, Circle's @USDC is the most used asset for RWA-backed lending on Morpho.DeFi 🤝 USDC https://t.co/DNmWXozp2C ...

RT Dante Disparte (@ddisparte)You can't have the economy of the future, without the money of the future. A great example of @USDC powering Ai and machine-to-machine payments with @openmind_agi. ...

RT Jeremy Allaire - jda.eth / jdallaire.sol (@jerallaire)Agents + Robots + USDC = a glimpse of the near future as the machine intelligence economy explodes ...

🚨FORTUNE EXCLUSIVE: KRAKEN ACQUIRES MAGNA IN 6TH DEAL THIS YEARCrypto exchange @krakenfx has acquired token management platform Magna as the company rapidly expands its product suite ahead of a highly anticipated public offering.- Magna acquisition, which closed on Friday, marks Kraken's sixth acquisition in the past year, following its massive $1.5B purchase of NinjaTrader in March 2025Kraken filed confidentially for an IPO in November 2025 and recently released 2025 financials, positioning itself to join ...

Kraken, one of the largest US-based crypto exchanges, has acquired the token management platform Magna. The move marks another step in its aggressive expansion as it prepares for an initial public offering (IPO). Kraken Acquires Magna Amid US IPO Push The terms of the acquisition, which closed Friday, were not disclosed. Still, this marks Kraken’s sixth deal in the past year. Others include: $1.5 billion purchase of US futures platform NinjaTrader in March Acquisitions of tokenized stock provider Bac ...

Or more specifically:@tether @circle @SkyEcosystem @Securitize @Paxos @maplefinance @OndoFinance @xStocksFi looking good here. ...