Aug 3, 2026 7:24 PM
The institutional crypto narrative is hitting a brutal reality check. MicroStrategy just posted a massive negative EPS of $24.45, missing expectations by a mile, while Morgan Stanley slashed Circle’s price target by a staggering 64% due to slowing USDC adoption. If the industry's biggest titans are bleeding cash and losing institutional confidence, is the "crypto revolution" actually a failing business model? Or are these just growing pains? What’s your take?
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