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competition

Everything tagged "competition" across research, earnings, and macro.

2 articles

Circle’s selloff just exposed the real stablecoin question: is USDC a product or a moat?

Circle’s latest drop looked less like noise and more like the market repricing USDC as infrastructure without a hard moat. If Stripe, Visa, and Mastercard push stablecoins into their own payment rails, Circle’s growth can stay strong while its economics get squeezed.

Jun 4, 2026·4 MIN

Stablecoins Payments Competition

Opinion

The GLP-1 trade is becoming a market-share war, not a rising-tide story

Investors still talk about obesity drugs like a category ETF, but the evidence now points to a leadership trade. Eli Lilly is widening the gap with stronger execution, better prescription momentum, and a more threatening pipeline just as Novo Nordisk faces pricing pressure and a weaker growth profile.

Jun 3, 2026·5 MIN

GLP-1 Healthcare Competition

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