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Reports that Google Chief Scientist Jeff Dean is leaving after 27 years to help launch a new AI company raised questions about talent retention and Alphabet’s AI strategy, putting $Alphabet-C (GOOG.US)$ under pressure. Meanwhile, estimates suggesting that OpenAI may account for a substantial share of Microsoft’s AI-related revenue led investors to reassess $Microsoft (MSFT.US)$ ’s reliance on its partner.
Performance a...
Performance a...
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$Circle (CRCL.US)$ reported total revenue and reserve income of $701 million for the second quarter of 2026, up 7% year over year but slightly below Wall Street’s expectation of approximately $717 million. Adjusted EBITDA rose 8% to $143 million, while adjusted diluted earnings per share came in at $0.18, above the market estimate of $0.16.
Net income reached $48.2 million, compared with a substantial loss in the same period ...
Net income reached $48.2 million, compared with a substantial loss in the same period ...
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$Circle (CRCL.US)$ just reported its latest quarterly results.
At first glance, the numbers look pretty decent.
– Revenue: US$701.3 million (+7% YoY)
– EPS: US$0.18 (beat expectations)
– Net profit returned to US$48 million
– USDC circulation grew to US$73.3 billion (+19% YoY)
– On-chain transaction volume surged 151% YoY
The biggest takeaway isn't the EPS beat. It's the continued growth of USDC.
Remember, Circle's busine...
At first glance, the numbers look pretty decent.
– Revenue: US$701.3 million (+7% YoY)
– EPS: US$0.18 (beat expectations)
– Net profit returned to US$48 million
– USDC circulation grew to US$73.3 billion (+19% YoY)
– On-chain transaction volume surged 151% YoY
The biggest takeaway isn't the EPS beat. It's the continued growth of USDC.
Remember, Circle's busine...
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Key Takeaways (AI-Generated)
Financial Performance
- USDC circulation ended Q2 at $73.3 billion, up 19% year-over-year with average circulation hitting all-time high of $76.5 billion
- Total revenue and reserve income reached $701 million, up 7% year-over-year despite lower reserve return rates
- Reserve return rate declined to 3.48%, down 66 basis points year-over-year impacting overall revenue growth
- Adjusted EBITDA grew 8% year-over-year to $143 millio...
Financial Performance
- USDC circulation ended Q2 at $73.3 billion, up 19% year-over-year with average circulation hitting all-time high of $76.5 billion
- Total revenue and reserve income reached $701 million, up 7% year-over-year despite lower reserve return rates
- Reserve return rate declined to 3.48%, down 66 basis points year-over-year impacting overall revenue growth
- Adjusted EBITDA grew 8% year-over-year to $143 millio...
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Columns Circle Q2 2026 Earnings Preview: Stablecoin Issuer Faces Pivotal Quarter After First Public Miss
$Circle (CRCL.US)$ will report second-quarter 2026 results before the market open on August 5, with a management call at 8:00 AM ET. The report arrives at a critical juncture. Its first revenue miss as a public company last quarter rattled investor confidence, analyst price targets span nearly $100 from bear to bull, and forward rate expectations threaten to complicate the outlook.
The Model: Elegant b...
The Model: Elegant b...
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If you think CRCL's major revenue is limited to interest, then its PE should be in the mid teens and its price should be below $30, which has even included ample growth space. This is the status quo and true. However, it's growth depends mostly on ARC and APN. COIN or OUSD have the same idea of building a swift SWIFT, which I have too. The key is whether there is a comparable product available. It's not the gas/process fee but the availability, instantaneity and regulation compliance that matter...
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
Bro Q, true to his name, is now at a low level, waiting for a rally before pulling back again
Stablecoins function as practical equivalents to central bank digital currencies in many real-world applications, despite differing in issuance and governance.
They enable real time, 24/7 settlement across borders, mirroring the core functions of CBDCs. They're already being used in cross border remittances, trade finance, and DeFi lending the key use cases also targeted by CBDCs.
With regulatory clarity, such as the U.S. GENIUS Act and Australia's legal framework, stablecoi...
They enable real time, 24/7 settlement across borders, mirroring the core functions of CBDCs. They're already being used in cross border remittances, trade finance, and DeFi lending the key use cases also targeted by CBDCs.
With regulatory clarity, such as the U.S. GENIUS Act and Australia's legal framework, stablecoi...
Market Summary
$Bitcoin (BTC.CC)$ fell 1.14% over the past 7 days, currently trading at $62,662 with weekly volatility between $62,000 and $66,000. Despite weakness, Bitcoin ETFs recorded $172.8 million in July net inflows, led by BlackRock $iShares Bitcoin Trust (IBIT.US)$ and Grayscale BTC products.
$Ethereum (ETH.CC)$ declined 2.21% over the same period to $1,881. Grayscale transferred 9,453 ETH worth $...
$Bitcoin (BTC.CC)$ fell 1.14% over the past 7 days, currently trading at $62,662 with weekly volatility between $62,000 and $66,000. Despite weakness, Bitcoin ETFs recorded $172.8 million in July net inflows, led by BlackRock $iShares Bitcoin Trust (IBIT.US)$ and Grayscale BTC products.
$Ethereum (ETH.CC)$ declined 2.21% over the same period to $1,881. Grayscale transferred 9,453 ETH worth $...
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