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Everyone is watching AI earnings next week. I’m watching the one report that could reveal where crypto capital is actually going. Four major earnings reports are coming up: Palantir, AMD, SpaceX, and Circle. The first three will be important, but much of what they can tell us has already been priced in through the latest round of tech earnings. For months, the market has been focused on one question: Is AI demand truly accelerating, or is it just another hype cycle? At this stage, even a surprise from those reports may not create a major shift. Circle is the one that stands out. We've already received three major signals from the crypto side: Coinbase revenue fell 18.5% Robinhood’s crypto revenue dropped nearly 40% USDT growth has stalled The message from all three has been similar: Crypto activity is cooling. But there is still one major question nobody has answered: Is capital actually leaving crypto, or is it simply moving into a different container? That’s where Circle becomes important. If USDC circulation continues to grow, it suggests capital hasn’t left the market. It may simply be sitting on the sidelines, waiting for a more compliant path back in. But if USDC also starts declining, then the story changes—it would signal real net outflows and a broader contraction in the stablecoin market. Circle’s earnings are about much more than one company. They could give us a glimpse into whether institutional capital is still waiting at the door. The growth of compliant stablecoins may become one of the clearest signals of where the next wave of liquidity comes from. For me, this is the report to watch next week. $BTC $ETH $SNDK #DailyOrbit #DailyOrbit $BTC $ETH $SNDK