Why Circle Stock Surged 400%: A Stablecoin Engineer's Take Circle stock hit $164, surging from its $31 IPO price. Here's my recent interview with Laura Shin, organized below. TL;DR Circle isn't just another fintech - it's digital dollar infrastructure with quasi-sovereign

Quick math fixes: IPO price: $31 (not $26) Initial market cap: $6.8B (not $6B) Fair valuation range: $15-24B (not $150-250B - that was overly ambitious!) At $150/share now = $36B market cap, the market has repriced Circle well beyond my bullish target. The core thesis holds:

The wall between corporations and crypto is crumbling.

Maybe all human effort is just generating training data for AI.

Pre market $219….Market ❤️ Circle so much.

From my friend: can't believe iran bombed crcl…

Respect to FuzzLand Republic for this level of transparency and accountability. This is exactly the kind of professional incident response the crypto industry needs more of. At Yala , we know that security isn’t a destination—it’s a continuous journey. Seeing peers share detailed

The Fed manages $7.2T in traditional assets. The ECB manages €4.9T in euros. Circle manages $61B in digital dollars — TODAY. While central banks plan CBDCs for 2027+, Circle is already operating the infrastructure.

$Yu is on Pyth now 🎉🎉🎉🎉🎉 pyth.network/price-feeds/cr…

Yala 💟 Switchboard

Love to see Yala’s friends come over to participate our podcast.

Yala Finance is becoming a #BitcoinFi black horse. Yala is building an omni-chain Bitcoin-backed stablecoin. Within 60days since launch, Yala has hit $78M in circulation and $132M+ TVL across Ethereum & Solana. Yala’s stablecoin $YU is well-positioned as a yield

🔌⚡️ Plugging with the Best: Switchboard x Yala 🔌⚡️ x.com/i/broadcasts/1…

Nice

so slow that by the time I blink, it is done…

Yala 💟 USDC - You can mint $Yu with $USDC

Spend Now Pay Never. We envision a form of life where you can retire with 10 Bitcoin today, maybe 1 Bitcoin within 5 years. Mark my words