The Infrastructure Behind Internet Money

There were no S&P 500 earnings reactions on Monday, but we want to tell you about a stock outside of the S&P 500 that has our attention.

This is Circle Internet Group $CRCL, and the stock is back in a big way.

After an 80%+ post-IPO drawdown, the stock has completely flipped the script, ripping higher on the back of a monster earnings report.

On February 25, CRCL delivered a double beat and rallied +35.5% for its best reaction ever.

And the fundamentals are just as strong as the price action.

Circle, the company behind USDC, is building the infrastructure for internet-native money, and adoption is accelerating fast.

USDC in circulation grew 72% year-over-year to $75.3B, while transaction volume surged 247% to $11.9T.

Revenue jumped 77%, and EBITDA exploded 412%, showing the kind of operating leverage you get from a scaling network.

This isn’t just crypto hype, it’s real usage, with partners like Visa and Intuit integrating USDC into real-world payments.

Since bottoming in early February, the stock is up ~150% and is now reclaiming a key polarity level.

That’s a major shift in character.

You’ve got a huge earnings reaction, strong fundamentals, and a clean primary trend reversal, all lining up at once.

That’s how new uptrends begin.

These are the kinds of setups we’re tracking every week.

Inside the Premium Beat Report, we break down the stocks with the strongest reactions, cleanest trends, and biggest opportunities ahead.

If you want to catch moves like this early, that’s where to look.

We hope you enjoyed this post,

-The Beat Team