$Circle Internet Corp.(CRCL)$ Congratulations to those who listened - you only had to wait 30 days.

$BitMine Immersion Technologies Inc.(BMNR)$ $Strategy(MSTR)$ BTC.XETH.XShorts can't close their positions. They're frantically trying to open their trading apps, but Face ID locked them out and won't recognize their faces with tears streaming down.

Strong day for the crypto basket. $Strategy(MSTR)$  is testing the 200-day, $Circle Internet Corp.(CRCL)$  has been doing great off that $60 gap, and $Robinhood(HOOD)$  and $Coinbase Global, Inc.(COIN)$  are in the mix as well.

$Circle Internet Corp.(CRCL)$ I have been holding since $60. Now it is at $100. I think new all-time highs could come within a year.

APT.X$Circle Internet Corp.(CRCL)$ Apparently nobody reads the Aptos post. But if anybody's listening, Aptos just completed integration with Circle's USDC, so it will become one of the chains that USDC runs on. Joining others including ETH, SOL, Polygon, Base and Stellar. This will help its stable coin market share grow immensely. With a market cap of $0.5 Billion, Aptos is already ranked 11th in terms of stable coin activity, ahead of tokens with much higher market caps like XRP (market cap $85 B), Stellar (market cap $6.1 B), SUI (market cap $3.1 B), and Near (market cap $2.4 B). Cryptos are largely valued on retail popularity, with almost zero fundamentals taken into account. There are billions to be made by doing homework and figuring out

$Scorpio Gold Corp(SGLD)$ The problem is they updated the assay report on the website without issuing a PR or filing, so the information wasn't released to all investors. IPO at $5 looks woefully underpriced. $Circle Internet Corp.(CRCL)$  IPO'd at $20 and ran to $120.

$Circle Internet Corp.(CRCL)$  I keep looking at $Solowin Holdings(AXG)$  as a potential second USDT.X story. Tether already proved the demand is there. $Solowin Holdings(AXG)$  is working on regulated alternatives through AXUSD and AXBHD, and it has already reported more than $1B in stablecoin and fiat volume. If U.S. access becomes the next chapter, the addressable market changes dramatically.

$Chevron(CVX)$ $Circle Internet Corp.(CRCL)$  $Trade Desk Inc.(TTD)$ $Team(TISI)$ Stellex Capital bought 1,604,326 TISI shares at $35.50 on August 6. At $25 per share, TISI is now roughly 30% below that $35.50 level. From my view, that $35.50 purchase price works as a useful valuation reference, and some investors see it as a likely floor or near-term target.

$Circle Internet Corp.(CRCL)$ I like the chop around above the .382 fib level. Looking for a hot little potato that wants to explode upwards.

$Circle Internet Corp.(CRCL)$  Checking $Solowin Holdings(AXG)$  before this gets more attention. Revenue growth came in at +895% YoY, with FY2026 revenue of $28.05M. Assets Under Administration sit at $848.8M, and stablecoin plus fiat trading volume reached $1.04B. With AXUSD and AXBHD in place, there's a chance this turns into a second USDT-type narrative for the market.

$Circle Internet Corp.(CRCL)$ Fundamentally, rising 10-year Treasury yields are very good for Circle Internet Group (NYSE: CRCL).

$Circle Internet Corp.(CRCL)$ Waiting on the two financial reports that are supposed to signal data related to a future rate increase. I'm guessing an increase is coming, and we could head toward $100. Premarket chop is just noise.

$Circle Internet Corp.(CRCL)$ Coinbase is reportedly injecting $20 billion in liquidity into Circle (CRCL), which gives the company a meaningful boost to its cash position and financial flexibility. The move could have major implications for CRCL and its outlook as investors assess what the capital means for the company's next phase of growth.

$Strategy(MSTR)$ Imagine holding a large position at 133 all the way down to 125. That takes some conviction.

$Circle Internet Corp.(CRCL)$ Playing stablecoins from both sides. Pairing it with $Solowin Holdings(AXG)$  and both are green today. Decent start to the week.

There was some notable early morning call activity in MSTR. A large buyer came in on the 9/4 $133 calls, picking up 2,175 contracts at the ask. That worked out to nearly $472K in a single 5-minute candle. Volume hit 2,889 against open interest of 729, and there are only 4 days left until expiration. Aggressive short-dated call buying like this tends to put a name on the radar, so I'm watching $Strategy(MSTR)$  closely from here.

$BitGo Holdings, Inc.(BTGO)$ I think there's a good chance of getting back to $12+ in Q3, which would be almost 100% upside potential. I also see decent upside potential on other crypto stocks like $Coinbase Global, Inc.(COIN)$ , $Circle Internet Corp.(CRCL)$ , and $MARA Holdings(MARA)$ , with Bitcoin pushing toward 95k and MicroStrategy's stock moving higher while they keep adding more Bitcoin to their treasury.

BTC.XIt is rallying nicely overnight, and taking my MSTR, CRCL, and COIN leveraged positions along with it.

$Strategy(MSTR)$ Should have gone with the bulls earlier, but it's not too late.

$Keel Infrastructure Corp(KEEL)$ A lot of bears said $Circle Internet Corp.(CRCL)$  would be bankrupt three weeks ago when it was trading around $60 flat. Now it's around 94+, a $34 jump. I just held and bought more during that stretch.