Just saw that Bernstein Circle has been examined, and interesting numbers are coming out. The analysts see an upward potential of about 60 percent for the next phases. The main reasons are two factors: on one hand, the growing importance of stablecoins in the financial sector, and on the other hand, the increasing use of AI agents in payment transactions.

What fascinates me is how much Circle's business model is currently shifting. Stablecoins are increasingly becoming infrastructure, not only for crypto traders but also for traditional financial movements. And if you look at how stocks in this sector are currently reacting, such a short squeeze at Circle could certainly be possible if the positive momentum continues.

AI financing is still relatively new, but Circle is positioning itself quite cleverly there. If Bernstein's thesis is correct, this could become interesting for investors betting on this trend. Let's see how it develops over the next quarters.