My Observations and Thoughts on Circle’s First Earnings Report After IPO

The Numbers I Saw and What They Mean This is Circle’s very first earnings report as a public company, and I have to say, a few numbers immediately grabbed my attention. USDC circulation at the end of Q2 2025 hit $61.3 billion, up a staggering 90% year over year. Growth of that magnitude in the … Continue reading My Observations and Thoughts on Circle’s First Earnings Report After IPO

Between Governance and Innovation: A Tale of Two Approaches to Digital Finance

What the White House Sees (and Europe Misses): A Blueprint for Financial Power In July 2025, the White House released a 166 page report titled Strengthening American Leadership in Digital Financial Technology. Far from a technical policy memo, it represents a full institutional blueprint. Based on Executive Order 14178, it spans legislation, regulation, banking reform, … Continue reading Between Governance and Innovation: A Tale of Two Approaches to Digital Finance

The Illusion and Reality of European Digital Sovereignty: Reflections from the French Case

In recent years, Europe, particularly France has exhibited a strong sense of autonomy in the digital technology sphere. On the surface, this drive seems rooted in a heightened concern for data privacy. But from my perspective, when one looks deeper into the policy direction, public sentiment, and consumer choices, it’s clear that a deeper motivation … Continue reading The Illusion and Reality of European Digital Sovereignty: Reflections from the French Case

Crypto Week: A Defining Moment for Institutional Transformation and the Digital Economy

The week of July 14-18, 2025, dubbed “Crypto Week” wasn’t just about the passage of three major bills. It marked a turning point where regulatory clarity and economic innovation began to align. After years of regulatory ambiguity, the United States is finally moving toward a functional and predictable framework for digital assets. What I feel … Continue reading Crypto Week: A Defining Moment for Institutional Transformation and the Digital Economy