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BREAKING: Hunter Biden is set to launch a meme coin called $LAPTOP on Sept. 9.
The coin will be launched through a Coinbase-affiliated blockchain, according to the WSJ.Biden and the token’s founders are expected to control 30% of the 1 billion-token supply.A separate allocation will reportedly be distributed to people who lost money trading $TRUMP, among others.Well, didn’t expect to see this headline on Labor Day.Source: amit
I received a $Circle(CRCL.US) stock cash coupon today which made me curious 🧐 about their business model.
Circle Internet Group (CRCL) bridges traditional finance and Web 3.0 by acting as the issuer of USD Coin (USDC) 🪙.
Its core business model is a hybrid of fixed-income treasury management, payment processing, and Web 3.0 platform services.
🗝️ Key Revenue Drivers:
1. Reserve Yield Engine 🚂
* Mechanism: When users deposit U.S. dollars to mint USDC 1:1, Circle holds 100% of the backing assets in high-quality short-term U.S. Treasuries and cash.
* Economics: Circle keeps the yield on these reserves while the token pays no yield to end-holders.
* Formula: Gross Revenue = USDC Circulation x Reserve Yield
2. Coinbase Revenue Share 💰
* On-Platform: Coinbase earns 100% of interest on USDC held in Coinbase accounts.
* Off-Platform: Yield from USDC in external wallets, DeFi, and other exchanges is split 50/50 between Circle and Coinbase.
3. Developer Platforms & APIs 🤖
* Infrastructure services (Programmable Wallets, Cross-Chain Transfer Protocol [CCTP], Gas Station APIs) generate recurring usage and fee-based non-reserve revenue.
💪 Investment Pros & Cons
1. Strengths 👍
* Strong regulatory compliance (state BitLicenses, European MiCA adherence).
* Institutional backing and reserve management via BlackRock.
* Zero-debt, high-margin asset management model.
2. Risks 👎
* High sensitivity to rate cuts (lower Fed funds rate reduces reserve yield).
* Heavy revenue distribution shared with Coinbase.
* Competition from yield-bearing stablecoins, tokenized deposits, and bank initiatives.
⭐ Retail Investor Takeaway
CRCL functions as a high-margin float business where top-line expansion relies on global USDC circulation outpacing benchmark interest rate drops.
Coinbase might be down, but it's gonna go up
0825 | Dolphin Research Focus: Macro/Industry — 1) The U.S. Treasury Secretary said on Mon (local time) that a new round of long-bond buybacks will be executed on Sep 9, and the tool will remain active. The operations will cover 10–30Y USTs to address the recent spike in long-end yields.
This signals direct Treasury intervention at the long end, offering a short-term sentiment backstop for USTs. However, markets worry about the funding source for buybacks given a swollen fiscal deficit. If the effect is limited, long-end rates still face upside, which would keep a lid on global equity valuations...
🚀 Everything Is Blasting Higher - Crypto & Crypto Stocks Are On Fire!
Major cryptos and related stocks are surging across the board. Breakdown as below:
🔥 Crypto Rally:
• Bitcoin ($BTC/USD(BTCUSD.HAS)) :$77,231 — up +22.54%
• Ethereum ($ETH/USD(ETHUSD.HAS)) : 2,424.96 — up +28.97%
• Solana ($SOL/USD(SOLUSD.HAS)) : $93.53 — up +18.18%
📈 Crypto Stocks Going Parabolic:
• MARA ($Mara(MARA.US)): +33% 🚀
• Coinbase ($Coinbase(COIN.US)): +30%
• MicroStrategy ($Strategy(MSTR.US)): +28%
• Robinhood ($Robinhood(HOOD.US)): +15%
• Riot Platforms ($Riot Platforms(RIOT.US)): +10%
• Bitmine ( $BitMine Immersion Tech(BMNR.US)): +22%
• Circle ( $Circle(CRCL.US)): +28%
💡 Two Ways to Play This Move:
⚡ 1. Short-Term Momentum Trading
• Ride high volatility with miners & leveraged ETFs
• High risk, high reward profile
🛡️ 2. Long-Term Position Building
• DCA into core cryptos & exchanges
• Moderate risk - targeting long-term growth
👇 What’s your strategy? Short-term swings or long-term DCA? Let’s discuss 😊😊
For educational purposes. Not financial advice. Please do your own DD😊
Well as much as the narrative keeps pointing to yields and I agree yields are a sticky point and that is why the Feds are doing a ‘stealthy YCC’. (Look at what Bessent just added to what he said the day earlier. I mean he is hinting at YCC without saying it. Those who get the hint will plan accordingly. Those who are waiting for a clear cut announcement and definition will be behind the curve. Even crypto is hinting at something. Hint: They flourish with liquidity. And look at USD. It is devaluing in response. Price action precedes narratives.)
Again, I am just sharing my opinion. To the ‘textbookists’, let’s agree to disagree. Peace! 😊
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
Jackson hole is a key point but not sure what stuff Fed will say
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
Crypto was the buzz just when Trump took office and it took a bow and languished in the dark shadows for the most of the year. Now the president is back in action again to pump it up again such that funds have another avenue to rotate around, scything the retail FOMO hords.
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
📌 Last session supposed many 👀 at the hottest hits for this month. I also got it though few months ago was searching what to invest. If the prices came tumbling downward, I will also consider to buy more, not worrying about the short term swings as the purpose of it is indeed worth more meaning than just AI Era as we will see how it could further transformed in the medical sciences too, another TGIF hope to close it steadily to mark a good week! It is Friday baby! 👏🏻🆙📈🆒🆕💊💫🌟🌟
Two of the week's biggest stories unwound Thursday: Walmart crashed 9% as US sales growth hit its slowest pace since 2020, and Moderna gave back almost all of Wednesday's record surge, its worst day e...
