From a trading perspective, we can ignore the Circle’s extremely high PE, as trading is all about momentum and hot money. However, as I have sold my $CRCL too early and it’s mentally hard to buy it back, I’m considering buying $COIN as a fundamental play.
Per Circle’s IPO filings, Coinbase receives fully 50% of the interest income on currently ~$61B USDC reserve (after Circle’s base costs). Coinbase earns more if users hold USDC on the Coinbase platform, and slightly less for off-platform circulation – but broadly, Coinbase gets ~50% of USDC reserve income in most cases.
Coinbase earned $297 million in USDC interest revenue in just the latest quarter (Q1 2025). In Q1 2025, stablecoin interest accounted for roughly 15% of Coinbase’s total revenue (>$297M of $2.03B)
As part of restructuring their USDC partnership, Coinbase also obtained an equity stake in Circle. According to disclosures, Coinbase received ~8.4 million shares of Circle (presumably Class A) in late 2023. That stake is now worth on the order of $1.6–1.7 billion at Circle’s recent ~$200 stock price. This is a substantial hidden asset on Coinbase’s balance sheet. (For context, Coinbase’s entire market cap is ~$60B, so the Circle stake alone might equal ~3% of Coinbase’s value
I don’t expect CRCL to be that strong, but now I realize I’m wrong. I will start buying $COIN as TradFiMoney finds some crypto proxy on the stock market. $COIN will still be strong in the foreseeable future. I may also consider $HOOD as well.
You can't blame a casino to build a bigger casino @pumpdotfun
Val: $4B, raising $1B Funding: $200M from institutions and $800M from retail investors. Cumulative revenue: ≈ $677M Airdrop: 10 % of the total supply Tokenomics: 25% protocol’s fees will be used to buy back
1. @pumpdotfun introduce CREATOR REVENUE SHARING. This basically kills other meme launchpad.
2. US & Chain cut Tariff for 90 days, crypto market priced-in and have some heathly adjustment.
3. Trump's social media platform rumored to launch a memecoin in 72 hours, it could launch at @BNBCHAIN so $BNB rose up a lot
4. AI Sector News: @virtuals_io collab with @KaitoAI, BNB AI like @myshell_ai @SKYAIpro pushing MCP with Binance. $Virtual GENESIS LAUNCH is attracting lots of traction, waiting @elizaOS to catch up.
5. Binance Alpha lists $PUFFER, changes happening soon to its Alpha system. Follow Binance seems still the way to make money.
While @Cbb0fe is farming nearly 200K weekly on Berachain, most people are still aping memecoins and getting rekt every day.
As a DeFi farmer, let me guide you through how to do low-risk & high-risk yield farming through @beraborrow so you won't miss any juicy passive income.
There has never been a moment where any chain has its real-world TPS meet its maximum theoretical TPS.
High TPS will never be a durable moat. Distribution is still the key rule of an ecosystem. That's the reason why you should treat your community better. Reward them properly, and they will be your best distribution channels.
I stopped using AI for brainstorming my initial ideas.
I realized that relying on AI for convenience outsources my critical thinking to the model. For a 10-minute read article (in-depth discussion), I usually spend over 3 hours researching and writing to refine it. Now, with the right sources, I can finish it in under 1.5 hours.
While AI is highly productive, it comes with a cost. It's like using a calculator instead of your brain; you risk losing the ability to calculate without tools.
Our critical thinking and imagination make humans special—linking ideas and creating something new. If I gradually lose this ability, AI could fully replace me.
If you don't use it, you lose it. Thinking and writing foster intellectual growth, setting humans apart from other animals. Some may argue it’s foolish to do math manually when you have a calculator.
I agree, but it's about balance. If you rely on a calculator for "29+67," you're likely over-dependent on technology. It's unfortunate if social media and AI cause humans to lose focus and intellectual depth.