Dima
133 posts
Clarity act enables the entire financial system to move forward and use blockchain to create new financial products and innovate financial infrastructure Great news for $ETH which is the settlement layer of the future financial system $BMNR
The Internet’s largest paradigm shift is happening now, and our Q1 results underscore Circle’s role at the center of these changes. → $694M total revenue and reserve income, +20% YoY → $77.0B USDC in circulation, +28% YoY → $21.5T in USDC onchain transaction volume, +263% YoY From digital dollars and global payments to the agentic economy, Circle is building trusted infrastructure for a more programmable internet financial system. Full results at investor.circle.com
Are we about to enter the biggest bull run in crypto history?
When I wrote back in early April and really banged the drums on the semiconductor trade, little did I know that my extremely aggressive "catch up" target was actually too defensive haha. I admittedly did not alter my portfolio enough in this direction, but I have captured a good part of this upside via various bets in this sector. "We continue to believe there is 25 to 50% upside remaining in the semiconductor catch up story after the ceasefire, especially now that there is increasing visibility and some light at the end of the tunnel for helium deliveries to TSMC, Hynix, and Samsung." The easy part of the trade is over now, as there is no longer a risk premium related to the war, which was evidently there and huge in size during March, which is why I wrote what I did in the quote. The next legs of this trade will be a little less uniform and more about finding the right expressions. Learn about my favourites @RealVision Pro Macro.
STRATEGY TO ANNOUNCE NEW BITCOIN BUY My prediction: 5,000-10,000 more Bitcoin via MSTR sales Ending the month with around 60,000 Bitcoin acquired. That’s an annualized pace of 720,000 Bitcoin acquired per year, and STRC is still in its infancy. Next couple years will be historic. Get ready.
