Circle

0 statements across 0 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Oct 24, 2024 by Jordi Hays · said 30 times in 13 episodes since 2024 · across every show →

Mentions by year

brought up most by Jordi Hays (16), John Coogan (2), Nic Carter (1)

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2026 4 mentions in 3 episodes 1 per episode
2025 22 mentions in 9 episodes 2 per episode
2024 4 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Circle, oldest first

Oct 24, 2024 positive
Assertion Supported
Hays: Circle generates roughly 5% interest yield on $34B in USDC reserves
“Circle is, Has taken on thirty four billion dollars and is earning interest yield on that, which right now is somewhere around five percent.”
Jordi Hays Oct 24, 2024 ▶ 31:32 Crypto is Back Baby (ep5)
Apr 10, 2025 neutral
What-if
Mohnot: Circle stock would have surged during Stripe's Bridge acquisition hype
“And I bet if circle was public at that point, they would have gotten a huge bump for no particular reason.”
Sheel Mohnot Apr 10, 2025 ▶ 9:42 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
Apr 10, 2025 bullish
Opinion
Hays: Circle is the regulated stablecoin winner with 80x competitor supply
“And so to me, I'm looking at circle and it's like, here's like the power law winner, the dominant, you know, they're 80, they have 80 times the circulating supply as their next like regulated, you know, Western institution.”
Jordi Hays Apr 10, 2025 ▶ 13:32 GOOGLE'S “Rest and Vest” Strategy Is REAL | Sheel Mohnot on TBPN April 8th
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