
Weekly Editor's Picks (0221-0227)
Top in-depth analysis articles and a recap of the week's hot topics.
2026-02-28
ETH
stable currency
Circle
AI
Prediction Market

Behind Circle's Strong Stock Price Rebound: AI, Prediction Markets, and Institutional Adoption
Where Does the Confidence for a 10x Upside Come From? And Where Are the Impending Challenges?
2026-02-27
exchange
stable currency
finance
Circle
Coinbase
USDC
AI
Prediction Market
x402

24H Hot Tokens and Key News|ZachXBT Accuses Axiom Employee of Suspected Insider Trading; Circle Stock Price Hits $90 (February 27)
The Ethereum Foundation releases the "strawmap" roadmap.
2026-02-26
stable currency
finance
invest
currency
Circle
AI

CRCL Surges 35%: Circle's Q4 EPS Exceeds Expectations by 169%, AI + Stablecoin Moat Continues to Deepen
All core metrics have comprehensively surpassed market expectations.
2026-02-26
Circle
USDC

Q4 Loss of $667 Million, Yet Stock Price Soars 16%, Coinbase is Not a Buy Now
Coinbase is building an "everything trading platform," but short-term volatility and excessive market optimism have reduced its risk-reward ratio.
2026-02-14
exchange
stable currency
invest
Circle
Coinbase
USDC
Base

Compliance Stablecoin Competition Heats Up, Tether Launches USAT to Enter the US Market
USDT once reaped the first-mover advantages of stablecoins. As a latecomer this time, how can USAT break through?
2026-01-28
stable currency
USDT
Circle
USDC

Rising in Silence: Is Circle Undervalued in the Red Ocean of Stablecoins?
Circle demonstrates significant competitive advantages in the stablecoin sector. Its core value stems not only from USDC itself but also from the payment and settlement ecosystem it is building.
2026-01-27
stable currency
Circle
IOSG Ventures

Ark Invest's "Big Ideas 2026" Crypto Chapter: BTC Market Cap Projected to Reach $16 Trillion by 2030
From a 5-year, 3-year, 1-year, and 3-month perspective, Bitcoin's drawdown in 2025 was not significant relative to historical drawdown magnitudes.
2026-01-24
blockchain
stable currency
finance
currency
Circle
technology
Meme
AI
RWA
Pump.fun

Saying goodbye to the era of "agent banks"? Five crypto institutions obtain direct access to the Federal Reserve's payment system.
Why is a Federal Trust Bank license so valuable?
2025-12-18
stable currency
Circle
USDC
Trump

BitMEX Alpha: Will Western Union be an asymmetric trading opportunity in the stablecoin sector?
In the race to digitize the dollar, whoever wins the users wins the market. Western Union has users; while Circle is still acquiring users through "subsidies".
2025-12-17
stable currency
Circle

Cryptocurrency and Stock Market Indicators | Strategy's total BTC holdings have risen to over 670,000, with an annualized return of 24.6%; Bitmine's holdings have increased to nearly 397 ETH, with unrealized losses exceeding $3 billion (December 16).
The top three performing crypto concept stocks this week were ICG, FGNX, and BTCM.
2025-12-16
BTC
ETH
Circle
SEC
Chainlink
Coinbase
Solana
Strategy
DAT

Circle's acquisition of Axelar sparks controversy: The giant only wants people, not the cryptocurrency.
"Don't blame me for using this as a disguised form of 'rug,' tokens are inherently at the very bottom of the capital structure."
2025-12-16
invest
Circle
Axelar

a16z predicts that decentralized payments will become mainstream, but my judgment is as follows:
The most user-friendly benefit comes from the heated "battle of the hundred groups" for stablecoins.
2025-12-12
exchange
stable currency
DeFi
Circle
a16z
USDC
AI
RWA
x402

Debate between bulls and bears: Is CRCL, the leading stablecoin, worth buying? Why are high-growth financial reports failing to boost its stock price?
A disagreement about interest rates, scale, and moats.
2025-12-09
stable currency
Circle
Coinbase
USDC

Why was a company with $15 billion in profits and the world's largest gold reserves deemed "most vulnerable" by S&P?
Tether holds 116 tons of gold and earns $15 billion annually, yet it was rated the "lowest level" by S&P? As regulation, asset quality, and disclosure mechanisms become core competencies, RWA is becoming the new underlying logic permeating the entire industry.
2025-12-02
stable currency
finance
USDT
Circle
USDC
RWA

24-Hour Hot Cryptocurrencies and News | Polymarket has now relaunched in the US in Beta mode; Czech Central Bank becomes the first central bank to purchase Bitcoin (November 14)
Stable's mainnet is about to launch; Musk is about to launch X Money.
2025-11-14
invest
currency
Circle
AI






