Whalesbook
Arey yaar, Circle Internet (CRCL) ne Q1 mein itna kamaal ka perform kiya hai ki bade-bade investors bhi apni kursi se hil gaye! Unke paas ab $77.0 Billion ka USDC in circulation hai, jo pichle saal se 28% zyada hai. Aur on-chain transaction volume toh rocket ki tarah 263% badh kar $21.5 Trillion ho gaya!
Total revenue 20% badhkar $694 Million aur adjusted EBITDA 24% badhkar $151 Million ho gaya. Yeh numbers dekh kar hi lagta hai ki company sahi track par hai.
Iske saath hi, unke naye Arc blockchain token ka presale bhi dhamaka kar gaya, $222 Million collect kiye gaye. Yeh Arc blockchain, jo stablecoin aur tokenized markets ke liye banaya ja raha hai, ab $3 Billion valuation par hai. Aalas, BlackRock jaise bade players bhi ismein invest kar rahe hain.
Yeh sab dekh kar hi toh ARK Invest ne turant $5.5 Million invest kar diye 41,904 CRCL shares mein! Yeh move dikhata hai ki ARK ko Circle ka future sirf stablecoin tak nahi, balki blockchain infrastructure mein bhi dikh raha hai. Isiliye toh CRCL stock already 15.91% badh kar $131.76 par pahunch gaya tha jab yeh kharidari hui.
Circle ka yeh infrastructure-centric model unhe dusri crypto companies se alag banata hai. Jabki kai crypto companies ka stock is saal girne ke bawajood, Circle ka stock lagbhag 68% badh gaya hai 2026 mein. Yeh poore crypto market se behtar perform kar raha hai jahan Q1 mein 20.4% ki giraavat dekhne ko mili.
Abhi sab kuch hi itna aacha nahi hai, bhai. Halan ki revenue badha hai, lekin net income 15% gir kar $55 Million ho gaya hai. Iska reason hai operating expenses badhna, specially stock-based compensation aur naye Arc network mein investment. Kuch analysts ko margin par pressure bhi dikh raha hai. Aur regulatory uncertainties toh poore digital asset sector ke liye ek challenge hai hi.
Aur ek interesting baat – pichle teen mahine mein company ke insiders ne $72.5 Million ke shares bech diye hain. Yeh thoda chinta ka vishay ho sakta hai, par analysts ka kehna hai ki company ka 'Moderate Buy' rating hai aur price target lagbhag $138.50 hai. Needham ne toh target $150 tak rakha hai.
Circle ka aim hai ki woh future finance aur AI agents ke liye ek poora economic operating system banaye, apni stablecoin expertise aur naye blockchain tech ko leverage karke. Dekhte hain yeh long-term bet kitni successful hoti hai.