Weekly Roundup 02/27/26 (Insider Predicting, OCC implements GENIUS, ZachXTB fingers Axiom, Jane St vs Terra) (EP.704) – On The Brink with Castle Island
Weekly Roundup 02/27/26 (Insider Predicting, OCC implements GENIUS, ZachXTB fingers Axiom, Jane St vs Terra) (EP.704)
$CRCL - Circle (stablecoin issuer) will benefit from OCC rules that ban yield sharing, allowing them to keep 100% of yield. Stock up 25% on this realization.
$STABLES - Stablecoins gaining adoption even in developed markets with major platforms like Meta exploring partnerships and Stripe highlighting use cases.
$STRIPE - Stripe valued at $159B with potential PayPal acquisition, strong stablecoin integration, and early investors like Elon and Thiel seeing massive returns.
Bearish:
$PYPL - PayPal has lost its competitive position and is now practically irrelevant, potentially becoming an acquisition target for Stripe.
$COIN - Coinbase may lose stablecoin yield revenue due to OCC rules banning payments from issuers to intermediaries, forcing structural changes to their business model.
$PREDMARKETS - Prediction markets face integrity issues with widespread insider trading that will require KYC and surveillance, degrading their core value proposition.
$BTC - Bitcoin development governance is dysfunctional with no clear quantum resistance roadmap while Ethereum is moving aggressively on post-quantum cryptography.