Cathie Wood Is Buying Coinbase and Circle Stock as the Sell-Off Ramps Up Ahead of the Clarity Act Vote. Here's the Bet.

Cathie Wood's Ark Invest is purchasing shares of Coinbase and Circle ahead of a potential Senate vote on the Clarity Act, a cryptocurrency regulation bill. The act would establish regulatory frameworks between the SEC and CFTC, define mature blockchains, and set rules for stablecoins. While the House passed the bill in June, Senate passage remains uncertain with only a 25% probability as of July 9, requiring 60 votes and support from seven Democrats.

07/11/2026, 11:03 AM • The Motley Fool

Better Crypto Buy: Lighter vs. Hyperliquid

Robinhood's partnership with Lighter to route perpetual futures trading through its platform presents a competitive challenge to market leader Hyperliquid. While Lighter benefits from the Robinhood deal and favorable tokenomics, Hyperliquid maintains a stronger market position with 61.5% market share, a lucrative stablecoin deal with Coinbase and Circle generating $137-160 million annually in buyback fuel, and superior revenue generation. The article concludes Hyperliquid is the better buy despite both coins carrying significant risk.

07/08/2026, 7:30 AM • The Motley Fool

How Circle Internet Group Stock Lost 45% Last Month

Circle Internet Group stock plummeted 44.6% in June 2026 due to Bitcoin's decline and the announcement of a new competitor, Open USD stablecoin backed by major companies like Visa, BlackRock, and Alphabet. Additionally, Strategy's sale of Bitcoin holdings spooked crypto investors, and Circle's removal from Russell indexes reduced passive fund demand. While Circle's USD Coin remains the second-largest stablecoin, its competitive moat is weakening.

07/07/2026, 8:01 PM • The Motley Fool

Circle Internet Group Has a Brand-New Stablecoin Rival. What Does That Mean For Circle Stock?

A coalition of 140+ major companies including Visa, Mastercard, Stripe, BlackRock, Coinbase, Google, and Shopify launched Open USD (OUSD), a competing stablecoin that threatens Circle's USDC business model. OUSD offers decentralized governance, shared reserve income, zero-cost minting, and no volume limits, making it more attractive to institutional users. Circle's stock initially dropped on the announcement, and the threat intensifies if Coinbase—a key USDC partner—switches to OUSD when its revenue-sharing agreement expires in August.

07/06/2026, 12:26 PM • The Motley Fool

Congress Is Trying to Ban the Digital Dollar. What Does That Mean for Crypto Stocks?

Congress passed legislation to prevent the Federal Reserve from issuing a digital dollar before 2030, but digital dollar development had already stalled. The real competition in on-chain money is between stablecoin issuers, banks, and payment providers rather than government CBDCs. Circle faces growing competition from a new Open USD stablecoin consortium backed by major firms like Visa, Mastercard, and BlackRock.

07/05/2026, 4:24 AM • The Motley Fool

Why Circle Internet Group Stock Is Rising Today

Circle Internet Group stock rose 6.24% today following Ark Invest's significant purchases of the cryptocurrency and stablecoin company across multiple ETFs yesterday. Despite the positive momentum, Goldman Sachs analyst James Yaro lowered his price target on Circle from $111 to $96, reminding investors that cryptocurrency investments remain speculative.

07/02/2026, 11:23 AM • The Motley Fool

The Federal Reserve Has New Rules for Stablecoins. Circle Could Be The Biggest Winner

The Federal Reserve's proposed anti-money laundering rules for stablecoins could strengthen Circle's USD Coin by making it more reliable for institutional investors and widening its competitive moat against Tether. Circle's revenue is expected to nearly double from 2025-2028, with adjusted EBITDA more than doubling, supported by higher interest rates and increased USD Coin issuance.

06/28/2026, 1:24 PM • The Motley Fool

3 Stocks Building the Future of Agentic AI Payments

The article identifies three stocks positioned to benefit from the convergence of AI and blockchain technology in autonomous payments: Coinbase Global (COIN), Circle Internet Group (CRCL), and PayPal Holdings (PYPL). These companies are building infrastructure for AI agents to conduct autonomous transactions using stablecoins and blockchain rails. Coinbase offers exchange services, Circle provides stablecoin infrastructure and developer tools, and PayPal has launched agentic commerce services. All three are seen as early-stage plays in a transformative technological shift.

06/26/2026, 11:41 AM • Investing

What Happened to 2024's Top Cryptocurrencies? Here's Who Graduated and Who Got Held Back.

A two-year comparison of top cryptocurrencies from June 2024 shows that while eight of the top 10 remain in the rankings, most have lost half their value or more. Bitcoin dropped 47%, Ethereum fell 55%, and Solana declined 50%. Stablecoins emerged as winners with Tether and USDC growing their market caps significantly. New top 10 entrants TRON and Hyperliquid focus on practical financial utility rather than hype, suggesting that staying power and real-world utility matter more than marketing in crypto.

06/20/2026, 10:30 AM • The Motley Fool

Moody's Credit Ratings Are Coming for Tokenized Assets. What This Means For Solana Might Surprise You.

Moody's has integrated its credit ratings directly into Solana's blockchain to facilitate trading of tokenized bonds and fixed-income securities. This move eliminates friction in accessing credit data and represents confidence in Solana as a faster alternative to Ethereum for blockchain-based transactions. While Ethereum currently leads in tokenized assets, Solana's speed advantage and upcoming upgrades position it for growth in the tokenized asset space.

06/19/2026, 2:31 PM • The Motley Fool

Over 200 Crypto Firms Now Back the Clarity Act. If It Passes, This 1 Cryptocurrency Could Soar in Price

A coalition of over 200 crypto firms is urging the Senate to pass the Digital Asset Market Clarity Act, which would establish a federal regulatory framework for digital assets and clarify SEC/CFTC roles. If passed, Solana could benefit significantly as it would likely be reclassified as a digital commodity regulated by the CFTC rather than the SEC, potentially attracting more investors and yield-seeking participants.

06/15/2026, 1:19 PM • The Motley Fool

The SEC Just Included Digital Assets In Its 5-Year Strategic Plan. Which Cryptocurrencies Could See the Biggest Gains?

The SEC's new 5-year strategic plan includes clearer regulations for digital assets and cryptocurrencies. Bitcoin and Ethereum, already designated as commodities, are expected to benefit from tighter regulations that will pressure smaller altcoins. Stablecoins, Chainlink, and XRP may see moderate gains, while meme coins and privacy coins face significant headwinds.

06/08/2026, 2:10 PM • The Motley Fool

Why Circle Internet Group Stock Tumbled Today

Circle Internet Group's stock fell nearly 11% after reports that Visa, Mastercard, Stripe, and potentially Coinbase are developing a competing stablecoin platform. While this represents significant competition to Circle's USDC stablecoin, the article notes that USDC's established market position may make it difficult to unseat.

06/03/2026, 7:08 PM • The Motley Fool

Coinbase Just Gave Hyperliquid Holders the Gift of a Lifetime. Here's How to Benefit.

Coinbase and Circle announced a deal making Hyperliquid the official USDC treasury deployer, allowing Hyperliquid to capture up to 90% of yield from USDC deposits on its platform. This yield will be used for buybacks of the native HYPE token, potentially generating $135-160 million annually in additional demand, with potential to reach $300-500 million as the platform grows. The arrangement provides a stable revenue stream independent of trading fees.

05/28/2026, 6:15 AM • The Motley Fool

Nasdaq 100 Drops, Intel Crashes 7% On Rate-Hike Panic: Stock Market Today

U.S. equities declined Friday as rising oil prices and bond-market losses triggered rate-hike concerns, sending Treasury yields sharply higher. The Nasdaq 100 fell 1.6%, Russell 2000 dropped 2.4%, and S&P 500 declined 1.1%. Energy stocks rallied on crude surge, while tech and AI stocks suffered heavy losses. Intel crashed 7%, Tesla fell 4.3%, and NVIDIA dropped 3.5%. Precious metals collapsed amid dollar strength and rising real yields.

05/15/2026, 1:49 PM • Benzinga