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cryptocurrency: Archive

Subhasish Mukherjee

Circle's USDC Growth Fuels Reserve Income: Is It Sustainable?

CRCL's USDC surge drives reserve income and margins higher, but interest rate sensitivity and rising costs raise questions about sustainability.

PYPLPositive Net Change COINNegative Net Change CRCLNegative Net Change

Rajshree Sipani

Can Visa's Privacy Push on Canton Network Redefine Digital Payments?

V pushes privacy-focused blockchain on Canton Network, aiming to blend confidentiality with digital payments as stablecoin traction grows globally.

MAPositive Net Change VPositive Net Change AXPPositive Net Change

Subhasish Mukherjee

Strategy Expands Bitcoin Holdings: Is Shareholder Value Scaling?

MSTR expands Bitcoin holdings past 762,099 BTC, boosts BPS and targets long-term shareholder value despite volatility.

MSTRPositive Net Change RIOTPositive Net Change COINNegative Net Change

Swayta Shah

Is Robinhood's Premium Valuation Backed by Fundamentals or Hype?

HOOD's lofty valuation reflects AI launches, crypto expansion and buybacks, but regulatory probes and trading volatility cloud the outlook. Is the stock a buy?

SCHWPositive Net Change IBKRPositive Net Change HOODPositive Net Change

Subhasish Mukherjee

Circle Moves Beyond Stablecoins: Is Diversification Paying Off?

CRCL expands beyond stablecoins as payments, FX and tokenized assets gain traction, but reserve income still dominates its evolving model.

PYPLPositive Net Change COINNegative Net Change CRCLNegative Net Change

Derek Lewis

What's Going On With Circle and Coinbase Shares?

Several digital currency-related stocks, including Circle Group and Coinbase, faced notably adverse action in today's session, with investors reassessing their outlooks after proposed legislation.

COINNegative Net Change CRCLNegative Net Change

Urmimala Biswas

Investing During War: Stocks, Gold, Commodities and Crypto

Investing during war brings volatility, but defense, energy, gold and crypto can outperform while long-term investors use downturns to accumulate assets.

LMTNegative Net Change NOCNegative Net Change AAPLNegative Net Change MSFTPositive Net Change

Om Jaiswal

IREN vs. CRCL: Which Crypto-Exposure Stock Has an Edge Right Now?

Circle gains an edge over IREN as surging USDC adoption, strong revenue growth, and rising estimates outweigh IREN's near-term transition pressures.

IRENPositive Net Change CRCLNegative Net Change

Om Jaiswal

Will IREN's $9.3B Funding Cover Its 150K GPU Expansion Costs?

IREN's $9.3 billion funding largely covers its 150K GPU expansion, but execution risks remain as deployment timing will be key to realizing returns.

APLDPositive Net Change IRENPositive Net Change WULFPositive Net Change

Rajshree Sipani

Visa vs. American Express: Which Stock Has the Better Charge?

V's network model, strong cross-border growth and expanding payment solutions give it an edge over AXP in the evolving digital payments race.

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