The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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CRCL

Circle Internet GroupSmall cap (market cap < $50B)Partly aligned
Close 85.71 (2026-10-15)28 days +0.7%1Y -36.3%28 d mentions 2

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
0
No stance
2
Bearish
0
Accounts BullNeuBearNone
@ripster47Views ›0001
@TheStalwartViews ›0001

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Joe Weisenthal @TheStalwartViews ›
No stance
Basis not tagged · (Reposted by @TheStalwart) @kolumxmah: USDC issuance on Hyperliquid's L1 now matches Solana, showing where active margin capital is concentrated.
2026-10-14 02:38 HKT Original post ↗
No stance
Basis not tagged · （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。
2026-10-09 20:44 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 1 posts · Bull 0 / Bear 0
    @TheStalwart: (Reposted by @TheStalwart) @kolumxmah: USDC issuance on Hyperliquid's L1 now matches Solana, showing where active margin capital is concentrated. (No stance)
  • 10/3–10/9 · 1 posts · Bull 0 / Bear 0
    @ripster47: （@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。 (No stance)
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

No views with a tagged stance.
No-stance mentions (2)
CRCL Small cap No stance↻ Repost of @kolumxmah2026-10-14 02:38 HKTOriginal post ↗

(Reposted by @TheStalwart) @kolumxmah: USDC issuance on Hyperliquid's L1 now matches Solana, showing where active margin capital is concentrated.

See original

The fact that the stablecoin liquidity depth of a dedicated Appchain can rival that of a general-purpose L1 reveals exactly where active margin capital is concentrated

Reasoning: Not tagged by analyst

CRCL Small cap No stance↻ Repost of @TENETTRADEGROUP2026-10-09 20:44 HKTOriginal post ↗

（@ripster47 轉發）Tenet 10 月 9 日早盤摘要，列出 $SPX $AAPL $NVDA $META $DAL 等一大堆代號與比特幣。

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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