Circle stock might implode

What we’ll cover today:

🚨 Circle’s IPO pop might already be peaking

⚖️ Crypto firms fight to protect non-custodial devs

💰 OpenAI made $10B… and still lost $5B?!

Circle IPO Hits 🚀… But Trouble Ahead?

Circle, the company behind stablecoin USDC, went public and shot up to a $27B valuation. But cracks are showing.

🚨Breaking News:
Circle’s stock jumped 4x after IPO, but experts warn it may be overpriced and vulnerable to interest rate cuts.

⚡Wire Simplified –

• Circle IPO stock rose from $31 to $138.

• Revenue is up ($1.6B in 2024), but profits are slim ($155M).

• Current valuation = 45% of USDC’s assets — yikes.

• Fed rate cuts may hit their bond income hard.

• Hype may fade post-IPO, just like Coinbase and Robinhood.

✔️Straight to the Point –
Circle had a blockbuster IPO, but high valuation + profit risks = a bumpy road ahead. Don’t let the hype blind you.

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Crypto Firms Want Clarity, Not Chaos 🧾

Eight major US crypto firms—including Uniswap and Solana—are backing the updated CLARITY Act for better regulation laws.

🚨Breaking News:
Crypto orgs support BRCA’s inclusion in CLARITY Act, pushing for legal protection for non-custodial blockchain devs.

⚡Wire Simplified –

• BRCA says devs writing blockchain code ≠ money transmitters.

• Big names backing it: Uniswap, Solana, Paradigm, Coin Center.

• Law helps separate software devs from custodial crypto firms.

• Based on a 2019 FinCEN advisory.

• Goal: clarity without stifling innovation.

✔️Straight to the Point –
Crypto builders want to code in peace. Legal clarity may finally separate creators from custodians—and save devs a lot of headaches.

OpenAI Hits $10B Revenue… and a $5B Loss 🤯

OpenAI, the company behind ChatGPT, made $10B in revenue this year—but also burned $5B chasing the future of AI.

🚨Breaking News:
OpenAI nearly doubles revenue to $10B but racks up a massive $5B loss as it races to dominate the AI space.

⚡Wire Simplified –

• Revenue: $10B in 2025 (up from $5.5B in 2024).

• Losses: $5B due to expensive AI model training.

• Valuation: ~$300B after $40B raised this year.

• Plans to hit $125B revenue by 2029 (!).

• 500M weekly users, 3M paying business customers.

✔️Straight to the Point –
OpenAI is making big bucks and losing even bigger. They’re playing the long game—but will investors stick around?