Latest from Will Canny
Circle's USDC volumes top Tether's USDT for first time since 2019, prompting sell-side price target hike
Japanese investment bank Mizuho remains neutral on Circle, but lifted it price target to $120 from $100.

Cathie Wood's Ark Invest says quantum computing is a long-term risk for bitcoin, not an imminent threat
Today’s quantum computers are far from breaking Bitcoin’s cryptography and any real threat would likely emerge gradually, giving the network time to adapt.

Circle’s outperformance highlights USDC’s staying power, says bullish Wall Street analyst
William Blair said Circle’s recent rally reflects more than macro factors, pointing to USDC resilience and growing recognition of the firm’s stablecoin infrastructure advantage.

Stablecoin market hits $312 billion as banks, card networks embrace onchain dollars
As regulation advances and institutions adopt blockchain settlement, stablecoins are expanding beyond crypto trading into payments infrastructure.

Slumping Strategy and Strive started with buy ratings at B. Riley
The bank said the bitcoin treasury sector’s slump reset valuations, but opened the door for new digital credit financing models that could revive growth.

How the war in Iran and trader positioning could be behind the surge in Circle's stock
Shares were up another 9.7% on Monday, bringing them nearly to double over the past month.

Canton’s Yuval Rooz says smart contract blockchains face a reckoning over value gap
The network's co-founder says many blockchains pitching financial rails lack the activity to justify their valuations, and stablecoins still lack true product-market fit.

U.S. judge freezes BlockFills assets in dispute over 70 bitcoin with creditor Dominion Capital
A New York federal court barred the crypto trading firm from moving bitcoin tied to Dominion Capital, citing suspended withdrawals and insolvency concerns.

Bitcoin’s drawdown hasn’t shaken institutional investors yet, says CoinShares
Professional investors trimmed exposure but largely held firm during BTC’s recent slump, while long-term allocators quietly added positions, the crypto asset manager said.

Trump-backed American Bitcoin board members scoop up stock following earnings
Board members Justin Mateen and Richard Busch bought roughly 1.6 million shares after the trading window reopened following the bitcoin miner’s latest earnings report.

