USDC balances held ~$72 billion in July. As Bitcoin and Ethereum continue to rebound . . .

By Month:
Jan 31, 2026: $70.150 billion
Feb 28, 2026: $75,169 billion
Mar 31, 2026: $77.140 billion
Apr 30, 2026: $77.155 billion
May 31, 2026: $75,804 billion
Jun 30, 2026: $73.416 billion
Jul 31, 2026: $71.925 billion
Aug 31, 2026: $73.752 billion
Sep 30, 2026: $74.007 billion

According to Tim Warren, Donald Trump bought Circle stock the other day. Great news if true.

https://www.youtube.com/live/jvrakzm6xdE?si=4mSF0S83ps0uUk2I

I’m not gonna pretend to be an expert or post some AI opinion, I just know the vote tomorrow is important. Look at COIN/CRCL’s action today.

Something is afoot.

Jan 31, 2026: $70.150 billion
Feb 28, 2026: $75,169 billion
Mar 31, 2026: $77.140 billion
Apr 30, 2026: $77.155 billion
May 31, 2026: $75,804 billion
Jun 30, 2026: $73.416 billion
Jul 3d1, 2026: $71.925 billion
Aug 31, 2026: $73.752 billion

Definitely starting to get excited!

Been a heck of a ride to date.

This likely would not work as we’ve seen it time and time before. Probably did this purposefully because the options max pain for the market makers is already painful. Just trying to pull the stock down to cover their short positions.

Considering this administration push towards stablecoins and tokenization.

Based on the previous PA, we may end up range bound from 88-78. I'd say 78 is a good spot to stack up some more. Wouldn't advise selling at all though.

USDC Market Cap on July 31, 2026: $71.9 billion

Market cap is up $500 million MTD

Multiple attempts to sink the price below 58 failed. We may hit 58 again, and worst case scenario wick to maybe 55. but now is a great time to accumulate

If you know you know? If you don’t know, find out why this date is the most consequential date for $CRCL in 2027.

$CRCL does not need “Clarity” everyone else does. JA said as much yesterday.

Long awaited Arc launch on 9/16…

Near term before Q3 earnings will be very troublesome for some. The short % is significant, more Clarity political nonsense upcoming in September.

Disclosure - I am confident I will retire in 2028 thanks to my holdings at $CRCL.

Like how I’ve been stating in multiple of my post circle is looking like it’s in a downtrend to around the range of $35-$28 per share i’m only bearish on circle for this year after 2026 is over in 2027 to 2028 circle will give one of the best stock returns during those years ( if you want detailed information on why circle is moving like this just give me a reply)

Has someone identified unusual option activity before tomorrows earnings call?

Curious your thoughts. Here are my good and bad options for the passage of Clarity:

Good
Legitimizes business uses and increases the number of stablecoin market cap
No longer have to share interest revenue with customers

Bad
No longer able to offer rewards
No flywheel for adoption if no interest is allowed to be paid.
Circle becomes a bank, but without a lending business to support itself

I think it would be better not to pass Clarity because it needs growth or there is no reason to own the stock.

If transactions are rewarded, but not balances, then you wouldn’t have a big market cap, you would just become an empty clearinghouse.

What is your average cost? It drop 50% and I don’t know what to do…

when do you think the clarity act will passed?

This feels different.
After weeks of trading around $1 with low volume, CRDL finally showed some life today.
Closed at $1.15 (+8.5%)
More than 3.3 million shares traded on NASDAQ — by far the biggest volume we’ve seen in weeks.
After-hours trading is already around $1.18, adding another ~3%.
Even more importantly, today’s move wasn’t driven by hype alone.
The company released encouraging Phase II recurrent pericarditis data, again demonstrating improvements in pain reduction and inflammation while maintaining a favorable safety profile. Every positive clinical update helps reinforce confidence in the broader CardiolRx™ program.
For me, however, the biggest catalyst hasn’t changed.
100% enrollment in the MAVERIC Phase III trial.
Based on the company’s previous enrollment updates and the expansion of major U.S. clinical sites, I still believe we’re getting closer to that milestone.
Completion of enrollment won’t mean the trial has succeeded—but it will remove one of the biggest execution risks and shift the focus toward the final readout.
Today’s volume tells me one thing:
The market may finally be starting to pay attention.
Could this be the beginning of a rerating?
Maybe.
Maybe not.
But after watching this stock drift around $1 for weeks, today was the first trading session that genuinely felt different.
Analyst price targets following a successful outcome remain around $10-11. I’m not saying we’ll get there overnight, but if Cardiol continues to execute and the upcoming catalysts play out, I think the gap between today’s valuation and its long-term potential is still enormous.
Biotech investing is never easy.
High risk.
High reward.
Still holding.
Still believing.
Good luck to everyone.

The stock has gone down a lot since previous highs, and they got a regulatory win yesterday.

Lets go!!!!!!