Circle
$530.30
last price
-6.85%
session
$371B
market cap
87
highest conviction
It earns weight in more than one thesis — for different reasons.
Conviction answers one question: if the claim turns out to be true, how directly does this name benefit? The score sets the size, and the formula is published.
Tokenised markets
87/100Stablecoin issuance is the clearest revenue line in the sector.
Traditional assets move onto public ledgers, and the rails that carry them collect the fee.
Build this bookPayments rewiring
76/100Stablecoin settlement as the credible new rail.
Payment rails are rebuilt around real-time settlement and the incumbent toll is renegotiated.
Build this bookPrototype figures. The price, session move, market cap and chart above are generated deterministically from the ticker text. They are not live quotes. The conviction scores and written reasons are real editorial judgements, described on the methodology page.