 Dear Reader, The Energy Cube. 
It's the most important energy breakthrough in one hundred years. Yet, most investors have still never heard of it. A single unit can be transported by truck... Dropped next to a data center, military base, or industrial site... And deliver reliable power for decades. I like to think of it as the "Starlink of Energy." Starlink brought internet to places cables couldn't reach. The Energy Cube brings power to places the grid can't easily serve. What's remarkable is that the underlying technology isn't new. Versions of it have been used by the U.S. Navy for decades. Big Oil buried this breakthrough - just like the electric car before it - using smear campaigns and powerful lobbies. But until recently, it remained largely outside the public spotlight. Now that appears to be changing. Big Tech is searching for new sources of electricity. Washington is accelerating domestic energy projects. And a key government milestone expected this August could draw significant attention to this space. Click here for the full story. There's a small stock with tremendous upside potential at the center of it. Yours in smart speculation, Karim Rahemtulla
Co-Founder, Monument Traders Alliance
Just For You
As Stablecoins Keep Growing, These 2 Stocks BenefitReported by Nathan Reiff. Published: 6/28/2026. 
Key Points
- The stablecoin industry saw market capitalization increase by about 50% in about the last year as use among institutions, credit card companies, and more continues to grow.
- Two publicly traded firms that may benefit from this trend are CRCL and COIN.
- Circle is the issuer of USDC, a major stablecoin, while Coinbase is one of the largest crypto exchange platforms available today.
- Special Report: I have a critical warning to share with you today
The stablecoin ecosystem experienced massive growth over the past year, with the market capitalization of this segment of the crypto space climbing by about 50% from early 2025 to early 2026. At the same time, increased institutional participation and transaction volumes have helped solidify tokens like Tether and USDC as essential parts of the financial ecosystem. For investors, the benefits of stablecoins—including capital preservation, easy global transfers, yield opportunities, and more—may be available through direct investments in the coins themselves, through crypto exchange-traded funds (ETFs), and even through unorthodox methods like tokenized Treasury products or venture capital. But there is also a growing number of publicly traded companies that benefit as stablecoins continue to expand, and the stocks below may be a good place to start. A Strong Pure-Play Stablecoin Play With Excellent Growth Prospects
Circle Internet Group (NYSE: CRCL) is one of the most important companies in the stablecoin ecosystem, providing a platform, network, and infrastructure that are deeply tied to the space. As the issuer of USDC, one of the largest stablecoins by market cap, Circle may be the easiest pure-play stablecoin investment for investors looking to target a publicly traded company rather than the token itself. Even as Bitcoin has seen massive price fluctuations continue into 2026, USDC has managed to grow its market cap to about $74 billion. The price of the leading cryptocurrency has fallen by almost a third so far this year. Circulation of USDC was up 28% year over year (YOY) in the latest quarter. The token has also benefited from rising transaction volumes in recent quarters, which were up 263% YOY according to Circle's last report. Stability for USDC means strength for Circle, especially given the volatility in the broader cryptocurrency market. Circle has a dominant position in the rising stablecoin trend among credit card providers, representing about 63% of stablecoin commercial transactions for Visa Inc. (NYSE: V) last quarter. The company is also healthy from a profitability standpoint: revenue and reserve income for Q1 2026 were up 20% YOY to $694 million, and adjusted EBITDA improved by an even wider margin. Analysts are fairly divided when it comes to CRCL shares, with 11 Buys, 11 Holds, and three Sell ratings. While share prices have moved up and down along with the broader crypto market, investors may look for increasing stability as USDC adoption continues to expand. In the meantime, Wall Street expects impressive upside potential of 95% for those willing to bear these fluctuations. Major Crypto Exchange With a Growing Stablecoin RoleIf Circle represents a more direct means of accessing stablecoins through an issuer, Coinbase Global Inc. (NASDAQ: COIN) is somewhat more removed as a cryptocurrency exchange. The company behind one of the largest exchanges in the crypto industry has seen sizable share price declines this year, with a year-to-date (YTD) drop of about 36%. That is to be expected given the challenges facing the broader crypto industry. Part of the reason for COIN's struggle was the company's less-than-stellar Q1 2026 earnings report, which included quarterly net losses of $394 million alongside revenue that dropped sharply on a YOY basis. However, the firm's crypto trading market share climbed to an all-time high during the quarter, helping shore up Coinbase's position as the world's largest custodian of crypto assets. When cryptocurrency prices rise again, Coinbase will be in an even stronger position than it is now. Coinbase's stablecoin business in particular is a highlight, with the average USDC held in Coinbase products reaching an all-time high of $19 billion in the first quarter of the year. The company holds about a quarter of all existing on-platform USDC. If crypto traders are looking to buy or sell a stablecoin, Coinbase is increasingly becoming the go-to option. Still, Coinbase stands to benefit even if users are not making active stablecoin trades. With remittances, settlements, and other activity involving stablecoins, Coinbase can thrive based on custody fees and revenue-sharing arrangements, for instance. Like CRCL, COIN shares are a mixed bag in terms of analyst ratings. Buy ratings total 18, compared with 15 total Sell and Hold ratings. The stock is also highly volatile, but an increasing role in the stablecoin industry may provide a more stable footing for COIN over time. Nonetheless, both of these stocks carry inherent risks despite their potential given the growth of stablecoins.
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