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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing a parabolic rally driven by explosive demand for AI-enabling memory and storage, fueled further by the launch of high-capacity data center SSDs and systemic supply constraints. Community sentiment is overwhelmingly bullish, with investors actively discussing the stock's re-rating potential, persistent supply-demand imbalances, and the belief that the company remains undervalued relative to its forward earnings potential despite the rapid price surge.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing an explosive rally driven by an AI-fueled NAND flash memory shortage and major analyst price target upgrades, with the community actively debating whether the stock is in a sustainable supercycle or a speculative bubble reminiscent of past market manias. While some investors are aggressively scaling into long positions to capitalize on massive data center demand, many are expressing concern over extreme valuations and are actively searching for signs of a potential short squeeze or reversal.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is trending following the execution of a multi-year master services agreement with Cerebras Systems for an AI data center campus, a deal with a potential value reaching billions. Investors are actively debating the company's valuation relative to its new contract, comparing it to other AI infrastructure players, while discussing the potential for stock dilution and the long-term impact of this high-profile partnership.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as frustrated investors navigate a relentless semiconductor bull run that has left many short-position holders facing significant losses. The community is actively debating whether the current AI-driven rally represents a historic valuation bubble nearing a correction or an unstoppable momentum trend, with many traders discussing aggressive dollar-cost averaging strategies and the inherent decay risks of holding a leveraged ETF.

Skycorp Solar Group Ltd. is a holding company which designs, develops, manufactures and sells solar PV products and solar power system solutions services, through its indirectly wholly owned subsidiary. Its products include One-stop Solar system, Inverter, LFP Battery, Balcony Storage, and PV Cable. It operates through the following segments: Solar PV Products, High Performance Computing Products, and Others. The Solar PV Products segment includes servers, photovoltaic cable, and photovoltaic connectors. The High Performance Computing Products segment refers to the HPC servers and accessories delivered to the customers. The company was founded on January 19, 2022 and is headquartered in Ningbo, China.

Skycorp Solar Group Ltd. - Ordinary Shares - Class A

Skycorp Solar Group Ltd.

Skycorp Solar Group Ltd. (PN) is surging on massive volume following news of its full-control acquisition of Nanjing Cesun Power and an accompanying private placement. The community is heavily focused on the stock's low-float dynamics and high short-borrow fees, leading to intense debate over whether the price will reach double digits or if the rally is a temporary pump.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing intense downward pressure and volatility, fueled by investor frustration over stagnant stock performance and skepticism regarding the effectiveness of its buyback program. While bulls highlight the company's strong subscriber base and long-term value, the community remains divided, with many actively trading the stock as a short-term setup amid concerns over insider selling and weakening technical support levels.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing intense volatility as investors weigh a blowout earnings report and raised guidance against concerns over the company's premium valuation and sector-wide AI skepticism. While the community remains deeply divided, many are debating whether the dip represents a major buying opportunity or a necessary correction toward more sustainable price levels.

Applied Digital Corporation

Applied Digital is trending as investors react to the company securing a massive 300 million dollar bridge financing facility led by Goldman Sachs to accelerate its high-performance AI data center buildout. The community is actively debating the stock's valuation and long-term potential, with many discussing the strategic implications of the recent cloud business spinoff while monitoring sector-wide capital rotation into infrastructure providers.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending as investors react to a strategic pivot from Bitcoin mining toward AI infrastructure and hyperscale data center development. The community is actively discussing recent hyperscale lease announcements and infrastructure milestones, with bullish sentiment fueled by the company's long-term capacity expansion and a positive price target revision from Morgan Stanley.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing significant investor scrutiny as shareholders demand clarity on contract execution and revenue conversion ahead of the upcoming earnings report. The community remains divided between long-term optimism regarding the drone sector's potential and deep skepticism toward management's communication style, particularly regarding the timing and materiality of defense partnerships.

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<ul class="summary-bullets"><li>Circle backed strict stablecoin rules in a letter&nbsp;on Tuesday to the Office of the Comptroller of the Currency under the GENIUS Act framework.</li><li>The USDC stablecoin issuer agreed that&nbsp;only licensed entities should issue stablecoins, aligning the sector with traditional financial oversight.</li><li>The firm called for full redeemability and uniform rules, positioning the U.S. dollar as a global benchmark.</li></ul>Circle (CRCL) submitted a comment letter to the Office of the Comptroller of the Currency (OCC) on Tuesday, supporting a stricter regulatory approach for stablecoins under upcoming US digital asset rules.Circle&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.circle.com/blog/circle-submits-comment-letter-on-proposed-genius-licensing-regime">backed</a> the OCC’s proposed prudential and licensing regime, describing it as a “momentous turning point” for dollar-backed digital assets and a key step toward building a regulated payments framework.<figure class="image"><a class="st-link-external" href="https://x.com/circle/status/2051664462554280075" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_at_12_38_25_PM_png_62c6075c0a.webp" alt="Screenshot 2026-05-05 at 12.38.25 PM.png" width="1176" height="1258"></a><figcaption>Circle's letter to OCC. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/circle">@circle</a>/x</figcaption></figure>The USDC (USDC) stablecoin issuer supported a model where only licensed entities, including banks and approved non-bank institutions, can issue payment stablecoins, aligning the sector more closely with traditional financial oversight.<h2 class="st-heading-2">US Stablecoin Rules Take Shape Under GENIUS Act</h2>The proposal is tied to the GENIUS Act,&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/house-advances-genius-and-clarity-crypto-bills/ch8hldrR5or">passed</a> in July last year, which seeks to establish a federal framework for payment stablecoins in the&nbsp;U.S. Implementation has been gradual, with rulemaking still underway.Lawmakers are also advancing the broader CLARITY Act, which aims to define oversight across digital asset markets. The markup for the CLARITY Act has been delayed over the past few months, though discussions are&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-80k-stablecoin-yield-clarity-act-banks-vs-crypto/cZQwujvReBm">ongoing</a>.<a href="https://stocktwits.com/symbol/CRCL">Circle’s stock</a> was down by 0.98% during mid-day trading hours. On Stocktwits, the retail sentiment around CRCL moved to ‘extremely bullish’ from ‘neutral’ zone, as chatter around it moved to ‘extremely high’ from ‘high’ levels over the past day.&nbsp;<h2 class="st-heading-2">Circle Pushes For Uniform Global Stablecoin Standards</h2>Circle underlined the need for a uniform regulatory framework across all issuers, including banks, non-banks, and foreign entities, saying consistent standards would reduce regulatory gaps and position the US dollar as a global benchmark.The firm called for strong redemption guarantees, stating that stablecoins must be “fully redeemable, at par, at all times.” The firm also warned against fragmentation, adding that payment stablecoins should function as a single interoperable instrument.Circle urged regulators to distinguish payment stablecoins from tokenized bank deposits, noting that the two “serve distinct purposes.” It also supported strict risk controls, including liquidity, operational resilience, anti-money laundering, and credit risk requirements.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/default/6/prediction-markets-etfs-could-make-the-sector-more-legit/cZQDcw5Re90">Prediction Markets ETFs Could Make The Sector ‘More Legit,’ Analyst Says – But Critic Calls Them ‘Las Vegas in a New Outfit’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Circle (NYSE: CRCL), a global fintech company and issuer of the USDC stablecoin, on August 8, 2025, in Chongqing, China. 

Circle Supports Tougher Stablecoin Regulation, Backs GENIUS Act Framework In Letter To OCC

Circle’s proposal ties into the GENIUS Act, with broader crypto regulation under the CLARITY Act, which is still facing delays as lawmakers continue discussions.

Equity

Wells Fargo & Company Forecasts Strong Price Appreciation for Circle Internet Group (NYSE:CRCL) Stock

Wells Fargo & Company boosted their price objective on Circle Internet Group from $111.00 to $142.00 and gave the stock an 'overweight' rating in a research report on Tuesday...

<ul class="summary-bullets"><li>COIN and MSTR shares were among the top-trending tickers on Stocktwits in early-morning trade.</li><li>Coinbase rallied after announcing that it would be laying off over 14% of its workforce in an AI-led shift.</li><li>Strategy rallied amid Bitcoin’s momentum ahead of its first-quarter earnings, scheduled for after-market close.</li></ul>Crypto-linked stocks gained on Tuesday morning amid Bitcoin’s (BTC) rally to over $81,000 for the first time since January. Circle Internet Group (CRCL) led gains among the large-caps, followed by Coinbase (COIN) and Strategy (MSTR).<a href="https://stocktwits.com/symbol/CRCL">CRCL’s stock</a> rose as much as 4.5% in pre-market trade, clocking a second consecutive day of gains. Retail sentiment on Stocktwits around the USDC stablecoin issuer flipped to ‘extremely bullish’ from ‘bearish’ and chatter rose to ‘extremely high’ from ‘high’ over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_091118_png_21aa3ba882.webp" alt="Screenshot 2026-05-05 091118.png" width="1264" height="146"><figcaption>CRCL retail sentiment and message volume on May 5 as of 8:50 a.m. ET | Source: Stocktwits</figcaption></figure>The uptick came as&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose nearly 3% in the last 24 hours to cross $81,000. Retail sentiment around the apex cryptocurrency trended in ‘bullish’ territory on Stocktwits over the past day, with chatter rising to ‘high’ from ‘normal’ levels.&nbsp;<h2 class="st-heading-2">COIN Stock Gains Amid Layoffs</h2><a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> rose nearly 4% in pre-market trade and was among the top trending tickers on Stocktwits at the time of writing, even as its CEO Brian Armstrong&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coinbase-layoffs-14-percent-ai-shift-coin-stock/cZQwxTBReBs">announced</a> that the company was laying off around 14% of its workforce in an AI-led shift.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_091142_png_87c80b108e.webp" alt="Screenshot 2026-05-05 091142.png" width="1265" height="144"><figcaption>COIN retail sentiment and message volume on May 5 as of 9:00 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around the cryptocurrency exchange rose to ‘bullish’ from ‘neutral’ territory over the past day, while chatter stayed at ‘high’ levels.&nbsp; Many retail traders on the platform were in support on Coinbase running a “lean and mean” company.<stembedurl>https://www.stocktwits.com/24_7Markets/message/652272400</stembedurl><stembedurl>https://www.stocktwits.com/Cvn71/message/652270957</stembedurl><h2 class="st-heading-2">MSTR Stock Pumps Ahead Of Earnings</h2><a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> rose as much as 3.24% in pre-market trade, and was also among the top trending tickers on Stocktwits. Retail sentiment around the Michael Saylor-backed enterprise rose to ‘bullish’ from ‘neutral’ over the past day, and chatter climbed to ‘high’ from ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_091131_png_8327298d41.webp" alt="Screenshot 2026-05-05 091131.png" width="1244" height="134"><figcaption>MSTR retail sentiment and message volume on May 5 as of 9:00 a.m. ET | Source: Stocktwits</figcaption></figure>The company is expected to report earnings after market close later today. Wall Street is expecting an adjusted loss of $27.33 per share on revenue of $85 million, according to Koyfin data.However, retail commentary was more focused on Bitcoin’s price driving MSTR’s rally rather than what is expected from the company’s earnings.&nbsp;<stembedurl>https://www.stocktwits.com/Billionaire2025/message/652272344</stembedurl><h2 class="st-heading-2">Smaller Crypto Equities Also Rally</h2>American Bitcoin Corp. (<a href="http://stocktwits.com/symbol/ABTC">ABTC</a>), which is scheduled to report earnings on Wednesday, gained more than 4% in pre-market trade. Bullish (<a href="http://stocktwits.com/symbol/BLSH">BLSH</a>) climbed 3% after announcing a $4.3 billion acquisition of Equiniti. It recovered after&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blsh-stock-tumbles-after-4-2-billion-all-stock-bet-on-equiniti/cZQwDnUReBA">tumbling</a> over 8% earlier in the day.&nbsp;Ethereum (ETH) treasuries Bitmine Immersion Technologies (BMNR) and Sharplink Gaming (SBET) also gained in pre-market trade.&nbsp;<a href="http://stocktwits.com/symbol/BMNR">BMNR’s stock</a> was up 1.8% while&nbsp;<a href="http://stocktwits.com/symbol/SBET">SBET’s stock</a> climbed 2.64%.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> rise iver 2% in the last 24 hours to around $2,380.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blsh-stock-tumbles-after-4-2-billion-all-stock-bet-on-equiniti/cZQwDnUReBA">Why Bullish's $4.2B Deal Is Sending BLSH Stock Lower Despite A Crypto Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Representative image of Bitcoin. (Photo by Andriy Onufriyenko via Getty Images)

CRCL, COIN, MSTR Stocks Gain With Bitcoin Above $81,000 For The First Time Since January

Shares of Circle Internet Group led large-cap gains, while retail sentiment on Stocktwits around the company flipped to ‘extremely bullish’ from ‘bearish’ over the past day.

Cryptocurrency

Shares of Circle Internet Group led large-cap gains, while retail sentiment on Stocktwits around the company flipped to ‘extremely bullish’ from ‘bearish’ over the past day.


Promising Value Stocks Worth Watching - May 4th

Invesco QQQ, Intel, Nebius Group, CoreWeave, Circle Internet Group, Bloom Energy, and ProShares UltraPro Short QQQ are the seven Value stocks to watch today, according to MarketBeat's stock screener tool. Value stocks are shares of companies that appear priced below their intrinsic worth based on f...

Circle Stock Soars As Bitcoin Nears $80,000 Three-Month High

Circle Internet Group Inc (NYSE:CRCL) shares are skyrocketing as Bitcoin read more...

Circle Internet Group (NYSE:CRCL) Shares Gap Up - Should You Buy?

Circle Internet Group (NYSE:CRCL) Shares Gap Up - Still a Buy...

Investors Purchase Large Volume of Call Options on Circle Internet Group (NYSE:CRCL)

Circle Internet Group, Inc. (NYSE:CRCL - Get Free Report) saw unusually large options trading on Monday. Traders bought 138,703 call options on the stock. This represents an increase of 19% compared to the average daily volume of 116,581 call options...

<ul class="summary-bullets"><li>Shares of Circle jumped over 16% to a one-month high after a key compromise on the CLARITY Act&nbsp;reportedly&nbsp;passed a major legislative hurdle.</li><li>The bill allows cashback-style rewards but bans interest on stablecoin balances, defining them as payment tools rather than yield-generating assets.</li><li>Coinbase, which has an equity stake in Circle and receives a cut of USDC revenue, backed the revised bill after initially raising concerns that it favored banks.</li></ul>Circle Internet Group (CRCL) shares rose to a one-month high on Monday after a long-awaited compromise on the CLARITY Act cleared one of its final legislative hurdles.<a href="https://stocktwits.com/symbol/CRCL">Circle’s stock</a> was trading at $116.16, up more than 16% in midday trading. On Stocktwits, CRCL was among the top-trending tickers. Retail sentiment around CRCL improved to ‘bullish’ from the ‘bearish’ zone, while chatter around it&nbsp;rose to ‘high’ from ‘normal’ levels over the past day.<h2 class="st-heading-2">CLARITY Act Breakthrough</h2>The breakthrough of The Digital Asset Market Clarity Act (CLARITY Act) was reached on Friday, led by Senators Thom Tillis (R-NC) and Angela Alsobrooks (D-MD),&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://punchbowl.news/article/finance/economy/tillis-alsobrooks-stablecoins/">according</a> to PunchBowl News.&nbsp;Under the new language, crypto firms would now&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-executives-backs-clarity-act-stablecoin-rewards/cZQomXKRe7e">be allowed</a> to offer activity-based perks, such as cashback on transactions or platform discounts. However, crypto companies are prohibited from paying interest, or APY, on idle stablecoin balances. The ruling essentially categorizes stablecoins as payment instruments rather than yield-bearing savings products, a distinction that received mixed responses across the industry."The banks were able to get more restrictions on rewards, but we protected what matters — the ability for Americans to earn rewards based on real usage," said Faryar Shirzad. The current text has been approved by Coinbase (COIN), which withdrew its support for the Act in January over concerns that the bill was biased in favor of banks. However, Shirzad’s post was reshared by Coinbase CEO Brian Armstrong.&nbsp;<h2 class="st-heading-2">Coinbase-Circle Ties In Focus</h2>Coinbase, which has an equity stake in Circle and commands 50% of USDC (USDC) revenue, has primarily benefited from the stablecoin’s growth through interest income on its reserves and deep integration across the exchange’s trading and payments ecosystem.&nbsp;<a href="https://stocktwits.com/symbol/COIN">Coinbase’s stock</a> was up over 7% in midday trade. On Stocktwits, retail sentiment around COIN improved to ‘bullish’ from ‘neutral’ zone, while chatter remained at ‘high’ levels over the past day.<h2 class="st-heading-2">Senate Markup</h2>Senate Banking Committee Chairman Tim Scott (R-SC) will likely schedule a markup as soon as the week of May 11, when Congress returns from recess.&nbsp;Industry insiders also reportedly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cryptoinamerica.com/p/stablecoin-yield-deal-clears-path">spoke</a> to CryptoInAmerica, saying that DeFi provisions, including developer protections under the Blockchain Regulatory Certainty Act, will be wrapped up this week.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/pepsi-playbook-meets-bitcoin-cathie-wood/cZQMwx1ReJW">Pepsi ‘Playbook’ Meets Bitcoin: Cathie Wood Sees Liquidity Fueling Next Surge</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Representation of cryptocurrency and Circle logo displayed on a screen in the background are seen in this illustration photo taken in Krakow, Poland on June 10, 2022. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Circle Stock Extends Gains, Hits 1-Month High On CLARITY Act Momentum

Senate markup could reportedly happen as early as mid-May, with the remaining DeFi provisions to be ironed out in the coming weeks.

Why Is CRCL Stock Rallying?

Senate markup could reportedly happen as early as mid-May, with the remaining DeFi provisions to be ironed out in the coming weeks.


<ul class="summary-bullets"><li>Bitcoin’s price rose to a three-month high of $80,500 in intraday trade before paring gains to settle at around $79,700.</li><li>Among large-cap cryptocurrency-linked equities, Circle Internet Group, Coinbase Global and Robinhood Markets led gains.&nbsp;</li><li>Michael Saylor-backed Strategy and peer Strive were also in the green during pre-market trade.</li></ul>Michael Saylor-backed Strategy (MSTR), Coinbase Global (COIN), Circle Internet Group (CRCL), and other crypto-linked equities rallied in pre-market trade on Monday amid Bitcoin’s rally to over $80,000 after President Donald Trump announced ‘Project Freedom’ in a Truth Social post on Sunday.&nbsp;The President&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/116512555123589170">wrote</a> that ‘Project Freedom’ would help “free” cargo ships stranded in the Strait of Hormuz that belong to countries that are not involved in the Middle East conflict. He said the operation is slated to start on Monday.&nbsp;<figure class="image"><a class="st-link-external" href="https://truthsocial.com/@realDonaldTrump/posts/116512555123589170" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_04_052855_png_1575a9f9a7.webp" alt="Screenshot 2026-05-04 052855.png" width="944" height="1310"></a><figcaption>President Donald Trump announces 'Project Freedom' starting May 5 morning. | Source: @realDonaldTrump/TruthSocial</figcaption></figure><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 1.6% in the last 24 hours to around $79,700 after crossing $80,500 for the first time since January. Retail sentiment on Stocktwits around the apex cryptocurrency rose to ‘bullish’ from ‘neutral’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;<figure class="image"><a class="st-link-external" href="https://in.tradingview.com/chart/5MigAogM/" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/BTCUSD_2026_05_04_05_55_31_png_340850db3a.webp" alt="BTCUSD_2026-05-04_05-55-31.png" width="2644" height="1519"></a><figcaption>Bitcoin's price year-to-date. Source: TradingView</figcaption></figure><h2 class="st-heading-2">Bitcoin Rally To $80K Lifts Crypto-Linked Stocks</h2>Bitcoin proxy&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock price</a> rose 3.32% in pre-market trade, but retail sentiment remained in ‘neutral’ territory over the past day and chatter stayed at ‘normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_04_055433_png_ce55ab1e47.webp" alt="Screenshot 2026-05-04 055433.png" width="1287" height="148"><figcaption>BTC retail sentiment and message volume on May 4 as of 5:30 a.m. ET | Source: Stocktwits</figcaption></figure>Vivek Ramaswamy-backed Strive (ASST), which follows Saylor’s Bitcoin acquisition playbook, saw retail sentiment trend in ‘bearish’ territory over the past day, with chatter at ‘low’ levels. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/ASST/">ASST’s stock</a> rose nearly 2% in pre-market trade.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_04_055444_png_e76ac5620c.webp" alt="Screenshot 2026-05-04 055444.png" width="1281" height="144"><figcaption>ASST retail sentiment and message volume on May 4 as of 5:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Coinbase, Circle, Robinhood Lead Among Large Caps</h2>Circle Internet Group (CRCL) and Coinbase Global (COIN) led gains among the large-cap crypto stocks, followed by Robinhood (HOOD).&nbsp;<a href="http://stocktwits.com/symbol/CRCL">CRCL’s stock</a> rose as much as 5.5%, while&nbsp;<a href="http://stocktwits.com/symbol/COIN">COIN’s stock</a> was up 4.1% and&nbsp;<a href="http://stocktwits.com/symbol/HOOD">HOOD’s stock</a> rose 3.38%.On Stocktwits, retail sentiment around all three stocks was varied but chatter showed elevated levels. Sentiment around CRCL trended in ‘bearish’ territory over the past day, but message volumes rose to ‘high’ from ‘normal’ levels. Meanwhile, retail sentimetna round COIN trended in ‘neutral’ territory over the past day, accompanied by ‘high’ levels of chatter. HOOD saw retail sentiment in the ‘exteremely bullish’ zone, alongside ‘extremely high’ levels of chatter.&nbsp;Among the smaller-caps, Eric Trump-backed American Bitcoin Corp (ABTC) rose 3.29% in pre-market trade, ahead of its earnings on Wednesday. Hut 8 Corp (HUT), which holds a majority stake in ABTC, is also expected to report earnings on Wednesday.&nbsp;<a href="http://stocktwits.com/symbol/HUT">HUT’s stock</a> rose around 2.23% in pre-market trade.&nbsp;<a href="http://stocktwits.com/symbol/ABTC">ABTC’s stock</a> saw retail sentiment trending in ‘neutral’ territory, while sentiment around HUT was in the ‘bearish’ zone. However, HUT saw higher levels of chatter at ‘normal’ levels, while chatter around ABTC was at ‘low’ levels over the past day.&nbsp;Strategy, Core Scientific (CORZ), Block (XYZ), Coinbase, Nakamoto (NAKA), MARA and Holdings (MARA) are also expected to report earnings this week.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tether-reports-1-04-billion-q1-profit-with-8-23-billion-equity-buffer/cZQVhN3Ree8">Tether Reports $1.04 Billion In Quarterly Profit As Reserves Hit Record $8.23 Billion Buffer</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

CRCL, COIN, MSTR Stocks Gain Amid Bitcoin’s Rally To Over $80K After Trump’s ‘Project Freedom’

The President wrote that ‘Project Freedom’ would help “free” cargo ships stranded in the Strait of Hormuz that belong to countries that not involved in the the Middle East conflict. 

Circle Internet Group (NYSE:CRCL) Trading Up 7.7%  - What's Next?

Circle Internet Group (NYSE:CRCL) Trading 7.7% Higher - Should You Buy...

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Still early innings

Overdone

Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

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Circle

Renewed progress and compromise on the Clarity Act are driving massive momentum and regulatory optimism for the company.

Investors are closely watching the strong correlation between Bitcoin price action and institutional flows into this stock.

Anticipation is building for the upcoming May earnings call as traders look for continued growth and fiscal catalysts.

Short interest is creating high volatility, leading to intense debates between bulls expecting a breakout and bears anticipating pullbacks.

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