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@jonbma "Circle keeps getting crazier now $65B. In comparison - Robinhood $69B $1.3B of net income 51.5x NI - Coinbase is $78B $2B of net income 37.3x NI - Circle is $65B $259M of net income 216x NI Circle now trades for: - 24.2x Q1'25 revenue run rate - 60.7x Q1'25 gross profit run rate - 216x Q1'25 net income run rate. Investors clearly want stablecoin bets"
@jonbma on X 2025-06-20 23:18:01 UTC 11.3K followers, 401.4K engagements

"Circle is now $74B enterprise value. Circle is now more valuable than Robinhood ($68B) Nubank ($59B) Block ($38B) and just $4B shy of Coinbase ($78B). Circle now trades at: - 32x revenue - 80x gross profit - 152x EBITDA - 285x earnings In comparison USDC is $60B of marketcap growing XX% YoY. We'll soon be able to estimate Q2'25 Circle numbers based on onchain stablecoin supply"
@jonbma on X 2025-06-23 15:17:24 UTC 11.3K followers, 411.9K engagements

"Circle $CRCL is now a $56B company. Circle trades at 24.5x rev 61.4x GP 219x earnings. You can make money on Circle if you believe X. With the passage of the GENIUS bill stablecoins can reach at least $3T in 2030. X. Circle takes up XX% of total supply and doesn't lose significant share to other issuers and banks. X. Circle pays no more than XX% of revenue as distribution costs. X. Fed Funds rate are no lower than XXX% (Market consensus for July 2027 rates is XXXX% X. Circle only grows headcount by 70%. That implies in 2030 Cirlce does $20B of revenue $6.2B of gross profit $4B net income."
@jonbma on X 2025-07-20 22:42:31 UTC 11.3K followers, 35.4K engagements

"Who are the best fintech investors in the world"
@jonbma on X 2025-06-16 14:31:28 UTC 11.2K followers, 1034 engagements