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[@jonbma](/creator/twitter/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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::26697653.png) [@jonbma](/creator/x/jonbma) on [X](/post/tweet/1936201904888955090) 2025-06-20 23:18:01 UTC 11.2K followers, 401.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::26697653.png) [@jonbma](/creator/x/jonbma) on [X](/post/tweet/1937168114552017021) 2025-06-23 15:17:24 UTC 11.2K followers, 411.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::26697653.png) [@jonbma](/creator/x/jonbma) on [X](/post/tweet/1947064605554995658) 2025-07-20 22:42:31 UTC 11.2K followers, 35.1K engagements


"Pancake Swap rapidly growing share to XX% of Spot DEX Volume Memecoin season on BNB Top Tokens Traded: X. Tether USD ($USDT) X. Wrapped BNB ($WBNB) X. Polyhedra Network ($ZKJ) X. BSquared Token ($B2) X. OKZOO ($AIOT)"  
![@jonbma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::26697653.png) [@jonbma](/creator/x/jonbma) on [X](/post/tweet/1924827510329717189) 2025-05-20 14:00:14 UTC 11.2K followers, 1339 engagements


"Fintech Multiples growing as well. $HOOD now trades at 26.1x annualized revenue and 72x earnings at $96B marketcap $COIN now trades at 13.1x annualized revenue and 50.7x earnings at $106B marketcap. $CRCL now trades at 24.6x annualized revenue and 219x earnings at $56B marketcap Growing demand for high quality SaaS / AI / Fintech + Macro Set Up = we are going back to all time highs in multiples. This bodes well for DeFi like $HYPE that $936M annualized revenue and 15.8x MC/Revenue"  
![@jonbma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::26697653.png) [@jonbma](/creator/x/jonbma) on [X](/post/tweet/1946597490754535822) 2025-07-19 15:46:22 UTC 11.2K followers, 35.2K engagements


"Who are the best fintech investors in the world"  
![@jonbma Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::26697653.png) [@jonbma](/creator/x/jonbma) on [X](/post/tweet/1934619840783814935) 2025-06-16 14:31:28 UTC 11.2K followers, 1032 engagements