$CIGI - Circle's earnings beat expectations with better mix shift and strong CPN adoption, showing network effects with 55 financial institutions onboarded.
$STABLES - Stablecoins are inevitable with massive adoption from content creators and Gen Z, with companies like Whoop integrating USDT for 18 million users.
$STRIPE - Stripe growing tremendously at $57B valuation, with Collison brothers seen as unstoppable in building a potential trillion dollar payment company.
Bearish:
$LIQUIDFUNDS - Liquid crypto funds struggling to raise capital due to high correlation and excessive volatility that LPs don't want.
$TRADFI - Traditional banks facing existential threat from stablecoins, desperately using regulatory moats to protect their deposit base and net interest income.