Stablecoin Adoption
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Circle Stock Falls After 10 Million Share Offering
Benzingaยท 2025-08-12 21:18
Group 1 - Circle Internet Group, Inc. announced a public offering of 10 million shares of its Class A common stock, with 2 million shares offered by the company and 8 million shares by selling stockholders [1] - The underwriters will have a 30-day option to purchase an additional 1.5 million shares of Class A common stock [1] - Circle's stock price decreased by 6.28% to $152.96 during Tuesday's extended trading session [3] Group 2 - Circle reported its first earnings as a publicly traded company, achieving a quarterly revenue growth of 53% year-over-year [2] - The revenue reached $658.08 million, exceeding the analyst consensus estimate of $540.02 million [2] - The adjusted EPS loss was 43 cents, which was better than the Street estimate of 46 cents [2]
X @Token Terminal ๐
Token Terminal ๐ยท 2025-07-16 13:10
Stablecoin Adoption - Stablecoin ๅจ Arbitrum One ไธ็้็จ็่พพๅฐๅๅฒๆฐ้ซ [1]
X @Token Terminal ๐
Token Terminal ๐ยท 2025-07-15 20:01
Stablecoin Adoption - Stablecoin ๅจ Arbitrum One ไธ็้็จ็่พพๅฐๅๅฒๆฐ้ซ [1]
Coinbase: Get In Now To Ride The Megatrend Of Stablecoin Adoption
Seeking Alphaยท 2025-06-22 10:19
Core Insights - The article emphasizes the importance of generating alpha through independent investment strategies, focusing on a generalist approach across various sectors with potential alpha compared to the S&P 500 [1]. Investment Strategy - The investment strategy involves managing a family portfolio primarily through a Self Managed Super Fund, with a typical holding period ranging from a few quarters to multiple years [1]. - The research methodology includes building comprehensive spreadsheets that track historical financial data, key metrics, guidance trends, and performance indicators [1]. Research Approach - The analysis does not heavily rely on Discounted Cash Flow (DCF) models for long-term projections, instead focusing on assessing a company's historical performance and outlook on five key drivers: revenues, costs and margins, cash flow conversion, capital expenditures, and interest rates [1]. Market Positioning - The article indicates a potential interest in initiating a long position in COIN within the next 72 hours, suggesting a proactive approach to investment opportunities [1].