Innlegg
AllEF
Next week’s earnings could tell us a lot about where both AI and crypto are headed, but there’s one report I’m watching closer than the rest.
Yes, Palantir and AMD will drop updates and give us more color on AI demand. But honestly, most of that story is already priced in. The market has heard it before.
The one that actually matters for digital assets is Circle.
Other crypto names that reported recently showed softer trading. That leaves a big question on the table. Is money leaving the ecosystem, or is it just rotating into different corners of it?
That’s why USDC data is important. USDC activity is a clean read on liquidity and institutional presence. If stablecoin usage is strong, capital is still here and just moving differently. If growth slows, it likely means fewer dollars are flowing in.
Earnings aren’t always about beating on revenue. Sometimes they’re about the signal behind the numbers. Circle’s report could give us exactly that signal for $BTC and $ETH.
Watch the flows, not just the headlines.
#EarningsWeekAhead #USJapanYenIntervention #30YrYieldTopOrStart $SOL $GRVT $GIGGLE
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