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Citizens Starts Circle Coverage With Market Perform Rating on Stablecoin Growth, Valuation

Citizens has initiated coverage of Circle Internet (CRCL) with a market perform rating, highlighting the company's potential to benefit from increasing stablecoin adoption. Analysts note that Circle's current valuation reflects much of the anticipated growth in the sector, with projections indicating that the stablecoin market could expand from $300 billion today to $3 trillion by 2030, driven by favorable regulations like the U.S. GENIUS Act and Europe’s MiCA. Circle, the issuer of USDC—the second-largest stablecoin—has developed a robust infrastructure suite including a payments network and programmable wallets. Despite rapid USDC growth, the stock trades at high multiples, suggesting limited upside unless adoption accelerates. Key factors to monitor include USDC's growth, margins, fee revenue, and new payment corridors, while also considering risks from competition and regulation.

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Here's What to Expect From Solana as Daily Transactions Fall Ahead of ETF Deadline

Solana's daily transactions have sharply declined from a peak of 125 million in July 2025 to approximately 64 million, indicating a nearly 50% drop. This decline occurs as the anticipated ETF approval deadline approaches, which is expected to affect price movements. Analysts suggest that decreased retail activity and

New OpenAI Research Touts Political Bias Down 30% in Latest ChatGPT Models

OpenAI's latest findings reveal that its new ChatGPT models, GPT-5 Instant and GPT-5 Thinking, showcase a 30% reduction in political bias compared to their predecessors. This research, conducted by the Model Behavior division led by Joanne Jang, examined model responses to 500 politically charged prompts. The results aim

Coinbase, Mastercard Eye Billion Dollar Deals for Stablecoin Firm BVNK: Report

Coinbase and Mastercard are reportedly in advanced talks to acquire BVNK, a London-based fintech firm building stablecoin infrastructure, with the potential sale valuing BVNK between $1.5 billion and $2.5 billion. The transactions highlight the growing importance of stablecoins as core infrastructure in the financial sector. If successful, these

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