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X @Michael Saylor
Michael Saylor· 2025-12-15 19:12
Still ₿ullish. https://t.co/Ehot4B0aGN ...
X @Decrypt
Decrypt· 2025-12-15 18:52
Crypto Wallet MetaMask Expands From Ethereum and Solana to Bitcoin► https://t.co/eFyAgJJGFJ https://t.co/eFyAgJJGFJ ...
Circle vs. Strategy: Which Crypto-Exposed Stock Has an Edge Now?
ZACKS· 2025-12-15 18:41
Core Insights - Circle Internet Group (CRCL) and Strategy (MSTR) are publicly traded companies with stock performance closely linked to the cryptocurrency market, but they utilize different business models to gain exposure [1][2] Company Overview - Circle is a crypto-native financial company known for issuing USDC, a leading U.S. dollar-backed stablecoin, maintaining a 1:1 dollar peg through equivalent U.S. dollar deposits [2] - Strategy operates as a Bitcoin treasury company, holding 640,808 BTC, which constitutes approximately 3.1% of all bitcoins in existence [8][10] Market Projections - The global cryptocurrency market is projected to reach $11.71 billion by 2030, expanding at a 13.1% CAGR, emphasizing the importance of selecting the right crypto-linked business model [3] Circle (CRCL) Analysis - As of September 30, 2025, USDC circulation reached $73.7 billion, up 108% year over year, increasing Circle's stablecoin market share to 29% [4][8] - Circle's on-chain activity surged in Q3 2025, with $9.6 trillion in USDC transaction volume and 6.3 million meaningful wallets, indicating deepening adoption [5] - The Circle Payments Network has annualized transaction volume of $3.4 billion, and the Arc blockchain is in public testnet with over 100 institutional participants [6] - The Zacks Consensus Estimate for CRCL's 2026 earnings has decreased 4.2% to 92 cents per share over the past 30 days, following a reported loss of 87 cents per share in 2025 [7][9] Strategy (MSTR) Analysis - MSTR's net asset value is approximately $71 billion, with an average acquisition cost of $74,032 per BTC [10] - The company raised $19.8 billion year-to-date primarily through preferred equity issuances, reducing reliance on convertible debt [10] - MSTR has delivered a 26% BTC yield and a $12.9 billion gain in BTC value year-to-date, targeting a 30% BTC yield and $20 billion gain for full-year 2025 [11] - The Zacks Consensus Estimate for MSTR's 2026 earnings is pegged at $51.6 per share, indicating a 33.88% decrease from the previous year [12][13] Performance Comparison - In the past six months, CRCL shares have fallen 44.8%, while MSTR shares have seen a 53.8% decline, with CRCL's diversified business model providing relative outperformance [14] - Both companies are currently considered overvalued, with CRCL trading at a forward price-to-earnings ratio of 99.67X compared to MSTR's 3.34X [15] Conclusion - Circle appears better positioned than Strategy, offering more attractive crypto exposure through a diversified, adoption-led business model, with growth in USDC circulation and expanded partnerships reducing reliance on Bitcoin price fluctuations [18]
X @Bitcoin Magazine
Bitcoin Magazine· 2025-12-15 18:13
RT The Bitcoin Conference (@TheBitcoinConf)HODLDAYS ARE HERE 🎉Enjoy 10% off all Bitcoin 2026 tickets with code HODLDAYS10 👉 https://t.co/fcUcHKrGZ7 https://t.co/jriuWHhjXg ...
X @Ivan on Tech 🍳📈💰
BITCOIN FALLING!!!! 🚨🚨🚨Watch asaphttps://t.co/8WG3TTZpbn ...
The Bible Predicted Bitcoin? Pastor Tells All
Bitcoin Bram· 2025-12-15 18:06
There are only two ways to make money. You either create value or you print money to steal value from everyone else. In this episode, I'm joined by Ellen Armstrong aka Pastor Coin to discuss why our modern money system isn't just broken, it's built on a lie. We explore why printing money is actually a spiritual violation of your time and energy and why holding Bitcoin is the only way to align yourself with the truth. And we also asked the most dangerous question. If the government is stealing from you throu ...
X @CoinDesk
CoinDesk· 2025-12-15 18:05
Crypto Adoption & Innovation - JPMorgan Chase launches its first tokenized money market fund on Ethereum [1] - MicroStrategy's Bitcoin holdings surpass 671,000 BTC after adding nearly $1 billion worth [1] Regulatory Landscape - The UK plans to bring all crypto companies under existing financial regulations by 2027 [1] Media & Communication - CoinDesk Daily is hosted by @JennSanasie [1]
X @Decrypt
Decrypt· 2025-12-15 18:02
President Trump has undeniably vaulted the crypto industry to unprecedented heights. But have those perks come at the cost of Bitcoin’s founding principles?Read the story on Decrypt, written by White House reporter @s_lutz95https://t.co/jb90gB8CQuIncluding interviews with @gladstein of @hrw, convicted@samouraiwallet developer @keonne, and @NeerajKA and @valkenburgh of @coincenter ...
X @Cointelegraph
Cointelegraph· 2025-12-15 18:00
Partnerships & Initiatives - Bhutan signed an MoU with Cumberland DRW [1] - The MoU aims to support Bitcoin reserve management [1] - The collaboration will explore stablecoins, mining, and AI compute [1] Gelephu Mindfulness City Focus - The initiatives will be based in Gelephu Mindfulness City [1]
X @Decrypt
Decrypt· 2025-12-15 17:47
Bitcoin, Ethereum and XRP Fall to Lowest Prices in a Week as Liquidations Top $500 Million► https://t.co/Z8HVeqhQEg https://t.co/Z8HVeqhQEg ...