To The Moon

$Circle Internet Corp.(CRCL)$   $Coinbase Global, Inc.(COIN)$   Circle Soars Pre-Market Circle Internet Corp.'s stock surged 6.43% during Wednesday's intraday session, continuing a strong positive trend. The significant price movement is primarily attributed to a key legislative development. Bipartisan Senate negotiators have reached a compromise on critical stablecoin yield provisions within the U.S. CLARITY Act, resolving a major hurdle. The agreement prohibits passive yield distributions akin to deposit interest while permitting activity-based rewards tied to payments and transfers. This progress has substantially raised market exp

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$Coinbase Global, Inc.(COIN)$ is scheduled to release its Q1 2026 financial results on Thursday, May 7, 2026, after the market close. Given the "brutal" first quarter for crypto—with Bitcoin dropping roughly 22% and Ether sliding 41%—expectations have been significantly de-rated. This creates a high-stakes "low bar" scenario where even a modest beat could spark a sharp relief rally. Revenue Est: ~$1.55B (down 23% YoY). Adjusted EBITDA Est: ~$455M. The Q4 2025 earnings report for Coinbase (COIN) was a sobering moment for the market, characterized by a significant "miss-and-lower" dynamic that reset expectations for 2026. While the company touted long-term growth, the immediate numbers reflected the heavy toll of a cooling crypto market. Q4 2025 Ear

The 80K Bitcoin Turning Point: A New Dawn for MSTR and COIN? 🌟🌟🌟 We watched, worried and waited as Q1 2026 saw Bitcoin test lower levels, pressure on institutional appetite and market chatter about peaks and corrections.  But now that Bitcoin has just hit USD 80,000, $Strategy(MSTR)$  and $Coinbase Global, Inc.(COIN)$  investors can celebrate. This USD 80k milestone feels like breaking through a glass ceiling.  It validates the "Digital Gold" narrative and prepares us for the next leg of this long term journey of Bitcoin as a valid alternative asset to other commodities like Gold and Silver. MSTR :  The Unwavering Conviction of Michael Sayl

$Strategy(MSTR)$   MicroStrategy (NASDAQ:MSTR) reported quarterly losses of $(38.25) per share, 131.4 percent decrease over losses of $(16.53) per share from the same period last year. The company reported quarterly sales of $124.300 million which beat the analyst consensus estimate of $120.749 million by 2.94 percent. This is a 11.92 percent increase over sales of $111.066 million the same period last year.

The Pulse $Coinbase Global, Inc.(COIN)$ $COIN reports May 7 after the bell, and the setup is brutal. Bitcoin just smashed through $80,000, yet Wall Street expects $COIN to deliver a -23.7% YoY revenue collapse to $1.55B with EBITDA margins crumbling 15.5 percentage points to 30.2%. Here's the paradox: crypto's hottest bull run in 18 months is happening while $COIN's Q1 subscription revenue guidance missed by 27%, triggering a 49% slash in full-year EPS estimates. Meanwhile, $MSTR just dropped its Q1 card on May 5, and the regulatory winds are shifting—$COIN flipped on the Digital Asset Market Clarity Act. But with 11.5% short interest and institutional revenue surging 31% YoY from Deribit, is this the ultimate contrarian setup? 📊 Key News: The Dam

ARKK Investment Tracker position change: Decreased position in Coinbase Global, Inc. by 106,625 shares, the number of shares held decreased 6.8% compared to the previous period and now represents 4.47% of the total position.

$Coinbase Global, Inc.(COIN)$ No time to eat the fish tail

ARKK Investment Tracker position change: Decreased position in Coinbase Global, Inc. by 27,296 shares, the number of shares held decreased 1.71% compared to the previous period and now represents 4.72% of the total position.

$Circle Internet Corp.(CRCL)$   $Coinbase Global, Inc.(COIN)$   Circle Soars Pre-Market Circle Internet Corp.'s stock surged 6.43% during Wednesday's intraday session, continuing a strong positive trend. The significant price movement is primarily attributed to a key legislative development. Bipartisan Senate negotiators have reached a compromise on critical stablecoin yield provisions within the U.S. CLARITY Act, resolving a major hurdle. The agreement prohibits passive yield distributions akin to deposit interest while permitting activity-based rewards tied to payments and transfers. This progress has substantially raised market exp

$Coinbase Global, Inc.(COIN)$ is scheduled to release its Q1 2026 financial results on Thursday, May 7, 2026, after the market close. Given the "brutal" first quarter for crypto—with Bitcoin dropping roughly 22% and Ether sliding 41%—expectations have been significantly de-rated. This creates a high-stakes "low bar" scenario where even a modest beat could spark a sharp relief rally. Revenue Est: ~$1.55B (down 23% YoY). Adjusted EBITDA Est: ~$455M. The Q4 2025 earnings report for Coinbase (COIN) was a sobering moment for the market, characterized by a significant "miss-and-lower" dynamic that reset expectations for 2026. While the company touted long-term growth, the immediate numbers reflected the heavy toll of a cooling crypto market. Q4 2025 Ear

The 80K Bitcoin Turning Point: A New Dawn for MSTR and COIN? 🌟🌟🌟 We watched, worried and waited as Q1 2026 saw Bitcoin test lower levels, pressure on institutional appetite and market chatter about peaks and corrections.  But now that Bitcoin has just hit USD 80,000, $Strategy(MSTR)$  and $Coinbase Global, Inc.(COIN)$  investors can celebrate. This USD 80k milestone feels like breaking through a glass ceiling.  It validates the "Digital Gold" narrative and prepares us for the next leg of this long term journey of Bitcoin as a valid alternative asset to other commodities like Gold and Silver. MSTR :  The Unwavering Conviction of Michael Sayl

The Pulse $Coinbase Global, Inc.(COIN)$ $COIN reports May 7 after the bell, and the setup is brutal. Bitcoin just smashed through $80,000, yet Wall Street expects $COIN to deliver a -23.7% YoY revenue collapse to $1.55B with EBITDA margins crumbling 15.5 percentage points to 30.2%. Here's the paradox: crypto's hottest bull run in 18 months is happening while $COIN's Q1 subscription revenue guidance missed by 27%, triggering a 49% slash in full-year EPS estimates. Meanwhile, $MSTR just dropped its Q1 card on May 5, and the regulatory winds are shifting—$COIN flipped on the Digital Asset Market Clarity Act. But with 11.5% short interest and institutional revenue surging 31% YoY from Deribit, is this the ultimate contrarian setup? 📊 Key News: The Dam

eth

$Strategy(MSTR)$   MicroStrategy (NASDAQ:MSTR) reported quarterly losses of $(38.25) per share, 131.4 percent decrease over losses of $(16.53) per share from the same period last year. The company reported quarterly sales of $124.300 million which beat the analyst consensus estimate of $120.749 million by 2.94 percent. This is a 11.92 percent increase over sales of $111.066 million the same period last year.

ARKK Investment Tracker position change: Decreased position in Coinbase Global, Inc. by 106,625 shares, the number of shares held decreased 6.8% compared to the previous period and now represents 4.47% of the total position.

$Coinbase Global, Inc.(COIN)$ No time to eat the fish tail

ARKK Investment Tracker position change: Decreased position in Coinbase Global, Inc. by 27,296 shares, the number of shares held decreased 1.71% compared to the previous period and now represents 4.72% of the total position.