Binance just dropped $100M on Circle ($USDC issuer) at $80.84/share.
1.24M shares locked on Sept 17.
The real alpha: 5-year commercial deal where Binance pushes $USDC hard on its platform and Circle pays them monthly incentive fees.
This isn't just an investment—it's a liquidity partnership. $USDC sitting at $75B mcap, and now it's getting Binance's distribution engine behind it.
Stablecoin wars heating up. Follow the liquidity.
1.24M shares locked on Sept 17.
The real alpha: 5-year commercial deal where Binance pushes $USDC hard on its platform and Circle pays them monthly incentive fees.
This isn't just an investment—it's a liquidity partnership. $USDC sitting at $75B mcap, and now it's getting Binance's distribution engine behind it.
Stablecoin wars heating up. Follow the liquidity.
