Letters by company

Circle Internet Group, Inc.

2 letters discussing CRCL. Everything written about it on this site is on its ticker page.

Sigil Sigil — Q2 2026 Letter to Investors Sigil Core maintained large positions in Hyperliquid and Lighter while trimming HYPE, held and added Zcash after judging its shielded-pool exploit risk overstated, and adopted greater caution in DeFi after major exploits. Sigil Stable shifted toward private and off-chain opportunities, traded SpaceX pre-IPO perpetuals, cut STRC exposure, and launched the hybrid public-private Supernova vehicle. Q2 2026 MSTR $47B
Andrew Hill Investment Advisors 2nd Quarter Recap - Ending Up, After A Wild Ride Andrew Hill Investment Advisors emphasizes AI infrastructure holdings, a laddered high-quality bond strategy and a gold allocation as hedges against tariff, inflation and geopolitical risks. The firm removed Visa in favor of Circle and Fiserv, while adding Yeti, Thermo Scientific and HA Sustainable Infrastructure amid political and tariff-related selling pressure. second quarter of 2025 YETI $2.9B