Header logo
  1. Research
  2. Crypto Research
  3. Comments

Circle: Challenging Economics, Compelling Stablecoin Trade

Jun 5, 2025
Author
Sean Farrell
Sean Farrell AC

Stocks and crypto whip on talk of a Trump-Xi meeting and a Musk budget blast while Circle’s IPO rockets out of the gate. We unpack the stablecoin trade, Bitcoin’s bounce off its 50-day, and how Pump.fun flows may dent Solana now but set up a tailwind later.

Tickers in this video: #BTC


Unlock this article with a FREE 30-Day Trial!

An FSI Pro, or FSI Crypto subscription is required in order to access this content.

*Free trial available only on a monthly plan

Already a member?

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

Keep reading by starting your Free Trial today!

You are reading the last free article.

Already have an account? Sign In

FS Insight footer logo

150 East 52nd St, 3rd Floor New York, NY 10022

OUR WORK

COMPANY

RESOURCES

SUBSCRIBE TO OUR FREE RESEARCH REPORTS

An institutional-grade report delivered to your inbox every week.

© 2025 FS Insight. All rights reserved.

Illustrations by Karl Wimer.