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Jordan Mathey
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Why Did the Circle $CRCL Re-Rate? ($50 → $129 in 6 Weeks)
Five things happened simultaneously:
-Fed keeps rates higher → Circle prints more on $81B USDC reserves.
-USDC flipped Tether on volume for the first time since 2018.
-98% of AI agent payments settle in USDC. Google, Stripe, Coinbase all building on it.
-Crypto crashed 44% since October. USDC supply held steady. Analysts stopped calling it a crypto stock.
-Q4 earnings beat by 23%. Even the biggest bear removed his sell rating
CRCL went from $50 to $129 in 6 weeks.
The stock re-rated from "crypto proxy to "payments infrastructure."

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@CoachRolfes Philippians 4:13
Psalm 23:4
Many from Proverbs 🙌🏽
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Robinhood Social is going to be a lot of fun.
Pay close attention to which of your favorite finance creators avoid joining because they’re too scared to show their ACTUAL moves…



PepeMoonBoy@pepemoonboy
JUST GOT ACCESS TO ROBINHOOD SOCIAL!! It is so SICK! Your favorite furu’s are petrified… No hiding now 🤣
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@lindsaybitcoin I agree, STRC is great in a bear market. Could see a lot of funds rotating once we flip bullish again.
Feels like that will be STRC true test.
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@FinFreedom414 We got hit by that same storm here in MN.
Nothing like a good foot of snow in March!
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@wannabefresh @RobinhoodApp I just rolled two UTMAs over to $HOOD and was blown away by the ease of the transfer.
Completely agree on the optionality aspect as well over a 529.
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I’ve been waiting a long time for them to roll this out but just opened custodial accounts for both my boys on @RobinhoodApp.
For me, a custodial account makes more sense for my kids’ future than relying only on a 529. A 529 is great for education, but it’s also very specific. The funds are largely tied to school expenses, and if they aren’t used that way you’re looking at restrictions or rolling it into a Roth that they can’t touch until 59½. That might work for some families, but I want my kids to have flexibility while they’re young, within reason.
My goal is to give them optionality. By starting a custodial account early, they can begin learning about money the right way. I’ll have them buying stocks, tracking positions, understanding how markets move, and most importantly seeing how dividends and compounding work over time. When that process starts at a young age, the math becomes incredibly powerful.
There’s also a practical side to it. If they decide to buy a house one day, having a long track record of dividend income can actually help when qualifying for a mortgage. Lenders typically want to see at least two years of income history, and if that portfolio has been compounding for years, those dividends can help support real life milestones. Think housing, weddings, starting a family, or even launching a business.
What I really want to give my kids is something I didn’t have growing up: the freedom to explore what they’re passionate about without money being the thing that holds them back. Financial literacy will always come first, but the bigger goal is building a foundation early enough that they have choices.
If I did my job right as a father, they’ll spend their lives financially free with or without me.
Big respect to @vladtenev and the team at $HOOD for listening to their users and building tools that can genuinely shape the next generation of investors.

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@CGInvesting10 I wouldn’t be surprised to see it bottom in the 50s.
This is a phenomenal opportunity for anyone who is long on $HOOD
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@qualtrim $HOOD tracks $BTC closely.
When AUM drops sharply due to a crypto correction, the stock price seems to follow the trend.
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@CoachRolfes Proverbs is loaded with wisdom.
Great verses right here.
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@lindsaybitcoin Many people have trouble committing to the long game.
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