
Markets Flip Red, but $CRCL is Still Fundamentally Strong: 119% EPS Beat and the $213 Gap | Ep 601
Good now revolutionaries— Evan and Will close the week with Bitcoin ripping into the high-$79Ks after a Democratic sweep flipped the macro script. Oil fell off a cliff, the S&P held under resistance, and crypto rode along for the ride — but the monthly Bitcoin candle still has to close above $78.6K before Will will say 'up only.' Will unpacks Polygon's open money stack picking up Solana and Tron (Paul is the toll road), why Hyperliquid, Zcash, and Circle are eating the altcoin attention away from SOL and ETH, and gives Circle stock a proper read: 119% EPS surprise, descending wedge, bullish gap sitting at $213. On the AI side, Anthropic's $1.5T valuation set the tone while BitTensor TAO got a death-cross-shaped yawn — because a 'marketplace for AI models on a blockchain' doesn't need to exist when open source already does. Fetch has fallen off the list; VVV, down 37% off its top, is still up 2,000% since October 2025. Practical stuff: leverage swing trades sound great until you remember the taxable event you just triggered to get there. If you've been holding a bag that just keeps going down, consider harvesting the capital loss and freeing up the attention. CPI inflation data drops Tuesday — watch that over the weekend close as much as oil. Rapid-fire at the end: Near as a cross-chain intent router, Pyth over Redstone on client count, and why Zcash is starting to behave like a privacy store-of-value. The after-show is in the free community at community.rumshq.com — start the Premium 10-day trial and use code DOLPHIN at checkout for a free month. Support the show — Want to hang out with us after the show, get live answers to your questions, or join future giveaways? Join our free community where the show lives 24/7: community.rumshq.com — ☕ THE RISE UP MORNING SHOW☀️ LIVE Monday - Thursday @ 7a central Helpful web3 news, commentary, & answers to your crypto questions. 🍻RISE UP AFTER DARK🌗 LIVE Wednesdays @ 7p central DYOR and BYOB for casual Q&A, fun with expert guests, and altcoin research. 📈RISE UP MARKET WATCH🤑 LIVE Mondays @ 7p central Technical analysis, real macro insight, and practical takeaways to help you invest smarter in every market. ⚖️ TRUST ISSUES 🧐 LIVE Tuesdays @ 6:30p central Breaking down U.S. crypto policy, regulation, and legislation—what they mean for the industry and what comes next. — WANT MORE? 👉Connect w/us on your favorite social: https://rumshq.com 👉Become a guest or sponsor: riseup@rumshq.com 👉Join our free community: https://community.rumshq.com FOLLOW OUR HOSTS: ☮️ Evan Mann: https://beacons.ai/conversationswithevan 🤬 Alex Popovic: https://alexpopovic.info 🐬 Will Watson: https://c...
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