circle private market data is interesting right now

• linqto platform showing 589% appreciation ($30k → $157k positions)

• flow divergence: coinbase and circle buying heavily vs binance selling

• infrastructure metrics: $1.2b fees generated on arbitrum, $1.0b on base

stablecoin fundamentals accelerating:

• $702b monthly transaction volume (+49% yoy)

• usdc holds 30% market share

• cctp v2 rolling out to polygon and unichain

• eurc up 138% to $200m+ market cap

regulatory path cleared with genius act approval

the private market premium suggests positioning ahead of public listing but these numbers feel aggressive for current market conditions