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Good evening, Folks! |
Hope your trading is back into full swing! Mine is after returning home from Germany yesterday. Here is another great example of super compliant marketing from Europe! |
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And of course the gelato one in Portugal in case you missed it. |
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Good job guys, way to stay safely in bounds lol. |
During vacation, I didn't step away from trading completely but kept it at a very manageable level. |
That helped me regain some sanity and come back fresh this week. My Bullseye Pick on CRCL launched nearly immediately this morning. I rode it UP … then down… then back UP again. |
Took most of my position off the trade by market close for a NICE chunk of change. |
But consider this → Who else is alerting you to lesser-known plays like CRCL? |
Yes. I'm easily "probably" the best weekly option trader out there! |
Who else do you know that told you about this beauty today BEFORE it happened? |
 | *Note: Trading is hard, results not guaranteed and should not be expected to be replicated typically. |
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And also consider THIS… I read a really interesting article this weekend from the folks at RiskHedge by Chief Analyst, Stephen McBride. |
This isn't sponsored content by the way… I just thought it was worth passing along! Give it a look below and let me know what you think. |
To YOUR success, |
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The following email is reposted from RiskHedge (for your reading pleasure!). |
Can you name the most profitable business in the world? |
It's not Apple (AAPL), Microsoft (MSFT), or Nvidia (NVDA). |
It's a crypto business. |
Tether (USDT) raked in $14 billion in profit last year with just 150 employees. That's $93 million per employee. No other company comes close. |
Even the mighty Nvidia rakes in "just" $2 million per employee. |
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USDT is the largest and most popular stablecoin in the world. |
Stablecoins are digital dollars that move on blockchains and are pegged 1:1 with USD. |
I've been saying for years that stablecoins are crypto's killer use case. |
They basically give everyone on Earth instant access to a US dollar bank account. They can be transferred anywhere around the world in mere seconds. 24/7/365. |
If you've ever found yourself asking, "What is crypto good for?" run this experiment for me. Try sending money overseas. I had to make an international wire transfer recently and oh, man, what an ordeal. It cost me $20 and almost an hour of my time. |
Then try to send the same payment with stablecoins via blockchain rails. No banks. No waiting. Stablecoins are the only way to send $10,000 to a friend halfway around the world in seconds, from your phone, for less than a penny. |
It's finance at internet speed. |
When I lived in Argentina, locals trying to escape hyperinflation would beg me for dollars. Now, they can instantly change money into "digital dollars." |
Folks often talk about crypto replacing the US dollar. If anything, stablecoins strengthen the dollar's dominance. But I'm certain they'll replace the 100+ worthless currencies around the world. |
In Bolivia, some grocery stores now show prices in USDT: |
 | Source: @paoloardoino on X |
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Look at their charts. Just one all-time high after another. Truly two of the greatest moneymaking machines on Earth: |
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Visa and Mastercard dominate the payments landscape, processing trillions of dollars in card payment each year. Everywhere I travel in the world, I see two things: Coca-Cola and Visa terminals. |
What if I told you stablecoin transactions just surpassed both Visa and Mastercard for the first time? In 2024, stablecoin volumes hit $14 trillion compared to Visa's $13 trillion: |
 | Source: Binance |
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Guys, wake up. There's a financial revolution unfolding. |
The number of stablecoins in circulation also recently hit $250 billion for the first time ever. We're on a path to $1 trillion: |
 | Source: DefiLlama |
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Tether's USDT dominates the stablecoin landscape with around 70% market share. |
Unlike money transmitters like Western Union (WU), Tether doesn't slam you with fees. It basically runs a "money market" business model. Every time someone buys USDT, Tether takes that cash and buys mostly US Treasuries. Then it collects the yield. |
Multiply that by $155 billion in circulating USDT and voila, you have the most profitable business in the world. |
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The Wall Street Journal just reported America's two largest retailers, Walmart (WMT) and Amazon (AMZN), are preparing to launch their own stablecoins. |
Why give Visa 2%–3% of every transaction when you can own the payment rails yourself? |
Paying with WalmartCoin or AmazonCoin will soon become a checkout option. |
Payments giant Stripe recently acquired stablecoin platform Bridge for $1 billion. And Shopify (SHOP) now allows sellers on its platform to accept stablecoins and bypass card networks. |
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Circle Internet (CRCL) is the company behind the second-largest stablecoin, USDC. |
Circle went public two weeks ago and took off like a rocket ship, tripling in price: |
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If Tether were public, I'd buy it in a heartbeat. But I'd avoid Circle. |
At first glance, its business is identical to Tether. It invests its reserves into Treasuries and pockets the yield. |
But unlike Tether, Circle doesn't keep all its profits. |
It hands over a massive chunk of that revenue to Coinbase (COIN). |
USDC was originally a joint venture between Circle and Coinbase. The crypto exchange is still the main distribution platform for USDC. That allows Coinbase to earns half of USDC's interest income. |
I'd much rather own Coinbase than Circle. |
Circle shot out of the gates, but I don't think it'll last. It will be acquired by Coinbase or a bank in the next year or two. |
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Own the rails. |
As I mentioned, there's roughly $250 billion worth of stablecoins in circulation today. |
Over 60% of these transactions happen on Ethereum's (ETH) blockchain and its Layer 2 networks like Arbitrum (ARB). |
 | Source: rwa. xyz |
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Each time you use Ethereum's blockchain, you pay a fee. |
Over the past two years, stablecoin transactions alone have generated $288 million in revenue for Ethereum. |
As stablecoin volumes continue their steady march higher, expect revenue from fees to surge. That's great for Ethereum and Ethereum holders, who can earn a slice of these fees by staking their tokens. |
Stablecoins are crypto's first killer use case, but they won't be the last. Watch this space. |
Stephen McBride
Chief Analyst, RiskHedge |
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DISCLAIMER: This entity is owned by Sherwood Ventures LLC (SV). Full disclaimer: https://bullseyealerts.com/disclaimer/ | SPONSORED CONTENT & COMPENSATION: You should assume we receive compensation for any non-SV purchases through links in this email via affiliate relationships, direct/indirect payments from companies or third parties who may own stock in or have other interests in promoted companies ("Clients"). We may purchase, sell, or hold long or short positions without notice in securities mentioned in this communication. | CLIENT CONTENT: SV is not responsible for any content hosted on Client sites; it is the Client's responsibility to ensure compliance with applicable laws. | NOT INVESTMENT ADVICE: Content is for educational, informational, and advertising purposes only and should NOT be construed as securities-related offers or solicitations. All content, regardless of characterization as "educational," should be considered promotional and subject to disclosed conflicts of interest. Do NOT rely on this as personalized investment advice. SV strongly recommends you consult a licensed or registered professional before making any investment decision. | RESULTS NOT TYPICAL: Past performance, testimonials, and historical results are unverified and NOT indicative of future results. Results presented are NOT guaranteed as TYPICAL. Past newsletters, marketing materials, track records, case studies, and promotional content should NOT be relied upon as indication of future performance. Market conditions, regulatory environments, and individual circumstances vary significantly over time. Actual results will vary widely given factors such as experience, skill, risk mitigation practices, market dynamics and capital deployed. Investing in securities is speculative and carries a high degree of risk; you may lose some, all, or possibly more than your original investment. | REGULATORY STATUS: Neither SV nor any of its owners or employees is registered as a securities broker-dealer, broker, investment advisor (IA), or IA representative with the U.S. Securities and Exchange Commission, any state securities regulatory authority, or any self-regulatory organization. | HIGH-RISK SECURITIES: Securities discussed may be penny stocks, small-cap stocks, cryptocurrencies, options, or other highly speculative investments subject to extreme price volatility, rapid and substantial price movements, limited liquidity, regulatory changes, and potential total loss of value. Market conditions can change rapidly and unpredictably. | LEGAL: In any legal action arising from or related to SV services or these terms, SV shall be entitled to recover attorneys' fees, costs, and disbursements in addition to any other relief. |
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