RT Token Terminal 📊 (@tokenterminal)Circle’s business has historically been defined by USDC.With the EURC stablecoin, @circle is making a push into the EU market.Market cap for EURC is up by 150% YTD, reaching $367.4 million in December '25. https://t.co/Vcho1Ej5eO ...

BREAKING: @humafinance to provide Solana-based stablecoin liquidity for global rare earth mineral trades, in partnership with @obligatecom and @TradeflowM 🚢 https://t.co/ejd34Sg1po ...

.@farhaj from @formacity shares how Kazakhstan has reinvented itself with Solana at its core:- The Solana Economic Zone- The Tenge stablecoin- Dual list IPO on AIX and Solana- Trained 1000 developers on Solana- A national crypto reserve- CryptoCity, an entire city dedicated to blockchain ...

⚡ UPDATE: $USDT is 60.5% of the Stablecoin Supply. https://t.co/Asv8L4ux12 ...

Nvidia - Nvidia specializes in accelerated computing, particularly in AI infrastructure, with its GPUs and networking equipment being industry standards [3] - The company is expected to maintain over 80% market share in AI accelerators due to its robust software ecosystem, CUDA, which is difficult for competitors to replicate [5] - Recent approval from the Trump administration for Nvidia H200 GPU sales in China could lead to upward revisions in earnings estimates, potentially boosting stock prices [6] - Nvidia's AI accelerator sales are projected to grow at 29% annually through 2030, indicating a strong growth trajectory despite market volatility [7] - Wall Street analysts have set a target price of $352 per share for Nvidia, suggesting a 95% upside from its current price of $180 [8] - Earnings are expected to increase at 37% annually over the next three years, making the current valuation of 44 times earnings appear reasonable [9] Circle Internet Group - Circle is a fintech company known for its USDC stablecoin, which is the second-largest stablecoin by market value and the largest compliant with U.S. and European regulations [10][11] - The stablecoin market is currently valued at $315 billion and is projected to grow to between $2 trillion and $4 trillion by 2030 to 2035, implying annual growth rates of 45% or more [12] - Circle's revenue is primarily generated from interest on reserve assets, and the company has expanded into payments through the Circle Payments Network [11] - Analysts expect Circle's revenue to grow at 32% annually through 2027, making its current valuation of 8.2 times sales attractive [14] - A target price of $280 per share for Circle implies a 215% upside from its current price of $89, although this may be overly optimistic [8][14]

Stablecoin firm Tether is making a bid to acquire the famed Serie A Italian soccer club, Juventus, after previously taking a minority share. https://t.co/vXTIEhiCq2 ...

Core Viewpoint - Circle Internet Group (NYSE: CRCL) experienced a highly successful IPO, but is now facing challenges that could impact its stock performance and profitability [1][2]. Group 1: IPO Performance - Circle went public on June 5, marking the most oversubscribed crypto IPO in decades, with the stock surging approximately 250% in the first two trading days, the largest two-day IPO increase since 1980 [1]. - The surge was driven by strong institutional demand and optimism regarding stablecoin regulation following the passage of the GENIUS Act [1]. Group 2: Analyst Downgrades and Stock Performance - Wolfe Research downgraded Circle to "sell" on December 2, setting a price target of $60, citing several headwinds affecting the stock [2][4]. - Circle's stock has declined by 21.18% over the past six months, trading at approximately $83.92 at the time of reporting [3]. - The downgrade implies a potential downside of about 33% from the recent stock price of $83.98 as of December 13 [4]. Group 3: Revenue and Profitability Concerns - Circle generates over 96% of its revenue from interest income related to reserves backing its USDC and EURC stablecoins, making it sensitive to interest rate changes [5]. - Wolfe projects that Circle will generate more than $2.75 billion in revenue by 2025, but lower yields on reserves could pressure profitability [6]. - Circle's third-quarter earnings report showed earnings per share of $0.64, exceeding forecasts, with revenue of $740 million, up 66% year over year [7]. - Mizuho analyst Dan Dolev expressed concerns over higher costs and weaker fourth-quarter revenue trends, maintaining a 'sell' rating with a price target of $70 [7].

Core Insights - The integration of crypto companies into the financial system is advancing, with five companies receiving conditional approval for national banking charters [1][2] - National bank charters provide significant advantages, including federal oversight and access to the Federal Reserve system, enhancing operational capabilities for crypto firms [2][5] Group 1: National Banking Charters - Five crypto companies, including Circle's First National Digital Currency Bank and Ripple National Trust Bank, have received conditional approval for national banking charters [1] - Companies like BitGo, Fidelity Digital Assets, and Paxos Trust Company are awaiting approval to transition from state charters to national charters [2] - National charters allow crypto companies to participate directly in payment systems, access the Fed's discount window, and potentially qualify for FDIC insurance [3][5] Group 2: Advantages of National Charters - National bank charters represent a significant upgrade from state trust company status, which operates under state regulations and lacks direct access to the Federal Reserve [4] - National banks benefit from federal oversight by the OCC and can establish branches across all 50 states without needing separate state licenses [5] - The federal banking system comprises over 1,000 national banks, controlling approximately 67% of all banking activity in the US, with combined assets exceeding $17 trillion [5] Group 3: Stablecoin Market Growth - The stablecoin market is experiencing rapid growth, reaching nearly $314 billion in 2025, with over $100 billion gained since January [6] - This growth is attributed to the Genius Act, which established the first federal regulatory framework for stablecoin issuers [6]

Core Viewpoint - The Agnelli family, through Exor, has firmly rejected Tether's offer to purchase Juventus, emphasizing that the club's history and values are not for sale [1][3]. Group 1: Tether's Offer - Tether proposed an all-cash offer of 2.66 euros per share for Exor's stake in Juventus, valuing the club at over one billion euros ($1.17 billion) and providing a 21% premium over the current share price of 2.19 euros [2][3]. - Tether plans to invest one billion euros to support Juventus if the acquisition proceeds [2]. Group 2: Juventus Financial Performance - Juventus has not reported an annual net profit for nearly a decade, and its shares have decreased by 27% in the current year [4]. Group 3: Tether's Stake and Strategic Intent - Tether has acquired over 10% of Juventus this year, making it the second-largest shareholder [5]. - The acquisition of a European soccer club could enhance Tether's credibility amid increasing regulatory scrutiny in the EU [5]. Group 4: Exor's Position and Future Plans - Exor, which holds a 65.4% stake in Juventus, has unanimously rejected Tether's offer and has no intention of selling any shares [3][6]. - Exor is streamlining its portfolio, having sold Iveco to Tata Motors and is in discussions to sell its news operations [6]. Group 5: Historical Context - The Agnelli family's connection to Juventus dates back to 1923, and there are indications of a gradual disengagement from Italy, although they have stated no intention to sell shares [7].

Circle’s business has historically been defined by USDC.With the EURC stablecoin, @circle is making a push into the EU market.Market cap for EURC is up by 150% YTD, reaching $367.4 million in December '25. https://t.co/Vcho1Ej5eO ...