For those looking to invest in Circle right now, the right mindset is not to bet on it doubling next month, but to position it as a long-term infrastructure option: be prepared to hold for the long haul, manage position sizes rationally, and let time translate the narrative into reality.

Crypto market rally lifts stock price; Arc is the key to long-term valuation.

CRCL is the strongest rebound play over the past month, surging +41.5%—more than double BTC's gain during the same period.

BTC's breakout above $79,000 ignites a crypto stock rally, with mining companies and BTC treasury firms surging collectively.

Circle is severely undervalued by the market, which treats it as just another stablecoin issuer. Its payment network and the true moat of its full-stack money platform are sufficient to support a revaluation scenario at a $50 billion market cap.

Can PYUSD support PayPal's "AI + Payments" ambitions?

Institutions select leading stocks across various sectors.

Strategy CEO称公司出售200万美元比特币后BTC当周下跌4%，出售2.16亿美元后BTC上涨6%。

With stocks like this, retail investors are most prone to two mistakes: heavily betting on a single direction, or stubbornly holding onto losses and playing dead. The mature approach is to define your risk boundaries before making a move.

$38 or $82? Whose Argument Has More Supporting Evidence?

The Web3 industry is undergoing a profound paradigm shift. The previous narrative around Web3 payments primarily centered on "exploring the application of on-chain assets in the payment sector," yet its real-world adoption has long been constrained by asset volatility, user experience issues, regulatory uncertainty, and insufficient merchant acceptance.

大摩将目标价下调至38美元；另一家机构看多至82美元，但分析师历史战绩有些拿不出手……

宇树科技：初步询价日为8月5日，网下申购日为8月10日。

JP Morgan: Liquidation Process for Korean Stock Leveraged ETFs Complete, Hedge Funds 90% De-leveraged.

Will CRCL plummet, or will the crypto industry once again become a neglected sector in the US?

The Arc mainnet is expected to launch this summer. Here are the projects within the ecosystem worth keeping an eye on in advance.