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VOICE ARCHIVE

Fiddy

@fiddyresearch
4 posts
2025-05-28
So. Are we buying the Circle IPO? I thought about it for a bit. Circle looks like a bad business on paper but it has strong network effects. It has a culture of innovation. I can't own Tether. So I'm probably dipping into my retirement account. I must say I was happy to see
2025-05-28 View on X
CNBC

Circle's S-1 shows that 60% of the 24M shares available in its IPO come from existing stakeholders rather than the company, a highly unusual move in a tech IPO

Stablecoin issuer Circle stands to be one of the first significant cryptocurrency companies to go public in the U.S. That's not the only unusual aspect of its IPO.

So. Are we buying the Circle IPO? I thought about it for a bit. Circle looks like a bad business on paper but it has strong network effects. It has a culture of innovation. I can't own Tether. So I'm probably dipping into my retirement account. I must say I was happy to see
2025-05-28 View on X
Bloomberg

Circle aims to raise up to $624M in its US IPO, offering 24M shares at $24-$26 each, valuing it at ~$5.65B, or ~$6.7B fully diluted, at the top of the range

The New York-based company behind the second-largest stablecoin and some of its shareholders are offering 24 million shares for $24 to $26 each …

2024-11-20
Well I mean they are a company that wants to list their own assets and not allow competitors to exist so it makes sense. Whether wbtc is decentralised or not is another topic on its own. But yeah, goes to show what can happen when exchanges have their own interests to cater to.
2024-11-20 View on X
The Block

Coinbase plans to delist wBTC next month, as Justin Sun gains influence over the wBTC protocol; Coinbase launched its wrapped bitcoin, cbBTC, in September 2024

cbbtc, Coinbase, Justin Sun, WBTC—by Protos Staff X: @coinbaseassets : We regularly monitor the assets on our exchange to ensure they meet our listing standards. Based on our most ...

2024-09-02
And this is precisely why it makes no sense to build in a network that rewards this kind of behavior (people in the helm propagating memecoin and gambling). This extends to eth l2s which also propagate memecoins as a crypto gateway to ‘onboard the masses’.
2024-09-02 View on X
The Block

Dune Analytics: Pump.fun has generated $100M+ in revenue from 1M+ memecoins on the platform since its January 2024 launch; Pump.fun takes a 1% transaction fee

Zack Abrams / The Block :