Happy Tuesday!

Bitcoin is doing surprisingly well despite the macroeconomic turmoil with oil spiking above $100. Is Bitcoin the new insurance?

Circle has reversed from the bottom and is up 100%. And 70% more upside is left, analysts say.

Plus, when everyone else sees wreckage, Edge members see a shopping list. The Whisper Index has flagged stocks like MicroStrategy before a 335% run and Coinbase before a 253% gain. Right now, 5 new names are on this week's list. 

TOP STORY

Bitcoin Is More 'Global Insurance' Than Gold, Anthony Pompliano Says

Anthony Pompliano is calling Bitcoin $BTC "global insurance" — and says the asset is proving more resilient than gold amid economic uncertainty.

The Professional Capital Management CEO pushed back on the risk-on label, arguing deflation — driven by tariffs, AI, and robotics — is the bigger structural threat, not inflation.

His boldest data point: Bitcoin ETFs hit adoption levels in under two years that took gold ETFs 15 years to achieve.

SPECIAL OFFER

The Last 3 Times the Market Looked This Ugly, These "Whisper Stocks" Soared

When everyone else sees wreckage, Edge members see a shopping list. The Whisper Index has flagged stocks like MicroStrategy before a 335% run and Coinbase before a 253% gain. Right now, 5 new names are on this week's list. These aren't the stocks CNBC is screaming about. They're the ones quietly setting up for the next big move while the market is distracted by the chaos.

QUICK N DIRTY

Bitcoin, Ethereum, XRP are holding strong as oil whipsaws and investors look for the next momentum trade: here’s what’s moving markets today.

Strategy may have just bought a new big batch of Bitcoin. Michael Saylor’s company sold $300M of STRC on Monday — here’s what it means.

Donald Trump signaled the war in Iran might soon be over. But do prediction markets believe him?

FINTECH FOCUS

Circle Surges 110% In 5 Weeks — And Bernstein Says 70% More Upside Is On The Table

Circle Internet Group surged 9.74% to $111.84 after Bernstein reiterated a $190 price target — 70% upside — as stablecoin adoption hits escape velocity independent of the broader crypto cycle.

USDC supply sits at $78 billion in new highs while total stablecoin transaction volume hit $55 trillion in 2025, up 98% year-over-year.

Bernstein's bull case: Circle is building the rails for AI agent micropayments, cross-border payments, and "global digital dollar banking".

BEFORE YOU GO

Were you forwarded this email? Click here to subscribe.

And be sure to check out our other newsletters:

Ring The Bell: Created for market enthusiasts by market enthusiasts, this daily newsletter delivers top stories, fast movers and hot trade ideas straight to your inbox. Subscribe here.

Advisor: Tailor-made for Financial Advisors, this weekly newsletter has industry-specific insights, analysis and news. Subscribe here.

Tech Trends: Get the inside scoop on AI, the hottest gadgets and mind-blowing tech trends. Subscribe here.