$31 to $151 in a week. That’s Circle’s (NASDAQ:CRCL) stock price since IPO.

100x in under two months. 2.5p to 250p is what The Smarter Web Company (AQ:SWC) has returned over on the Aquis exchange.

533% in a single day. That’s what SRM Entertainment (NASDAQ:SRM) did this week off the back of a crypto token treasury play with Tron.

These aren’t altcoin returns in the crypto markets.

These are what I call “altstock” returns and right now they are booming!

These are public companies, on regulated exchanges that you’ll find on any UK stock broking app, going vertical.

Something big is happening. And I reckon 99% of investors have absolutely no idea about it. I’m here to clue you up so you’ve got a chance to profit from it all.

This isn’t just bitcoin creeping onto balance sheets. It’s crypto bleeding into the public markets, upending stock valuations, and rebuilding entire global financial infrastructure in real time.

Yet the old guard is still mocking. Sceptics still tutting and still rolling their eyes. This is all a bubble again, a scam, fraud and Ponzi.

Meanwhile, shareholders are making money hand over fist.

So, what’s really going on? Why now? Why is a toy company mooning off stablecoins, Circle defying every post-IPO norm, and Coinbase’s CEO literally standing on the doorstep of 10 Downing Street?

It all comes back to something I laid out the other week…The SmartDollar Stack.

There’s a lot of money to be made if you love a bit of risk and can see just how this all plays out.

And I think it starts on the doorsteps of No. 10…

Who’s that outside 10 Downing Street?

Source: Brian Armstrong via X.com

Who’s that then?

That bloke in the middle of the picture, on the doorstep of No. 10?

Well, that’s Brian Armstrong, Coinbase’s CEO, quite literally knocking on the front door of British power.

Why?

Because over the past week alone, Coinbase has accelerated its plans to become the centre of the new TradFi/DeFi financial system. It has dropped a torrent of announcements that position it as one of the most important financial infrastructure companies on the planet, starting with…

  • A new Coinbase 1 card launched with American Express that will deliver bitcoin back to card holders
  • A strategic partnership with Shopify to integrate USDC stablecoin payments across Shopify’s entire commerce ecosystem
  • Coinbase Business, an all-in-one financial platform designed to embed crypto into the fabric of global trade and company treasury operations
  • Sponsoring the controversial military parade recently held in the US

This isn’t crypto “going mainstream” this is crypto becoming the mainstream. There’s more to add to that mix too which I’ll dive into shortly.

And that image of Armstrong at No. 10? That’s your proof the British government is not completely oblivious to what’s going on.

But that’s just Coinbase and they’re a big and important piece of the puzzle, but this SmartDollar Stack idea is playing out everywhere.

Yesterday in the US markets, SRM Entertainment (NASDAQ:SRM) a small toy and merchandise company announced a pivot into stablecoin infrastructure by cozying up with the Tron crypto organisation, announcing a new “Tron Token Treasury Strategy.”

In their words:

“As blockchain technology gains wider adoption globally, TRON has become the industry leader for cross-border settlement in US dollar stablecoin. We are excited to invest into the future of the world’s next generation financial infrastructure.”

“Stablecoins and blockchain are revolutionizing global payments… TRON strives to be the protocol of choice for onchain settlement serving the mass populations worldwide.”

The stock price rocketed 533% in the day’s trading.

Let me be blunt. If you’re still looking at crypto as a “high-risk tech bubble” you’ve already missed the point…

This is all part of the rollout of the SmartDollar Stack and it’s not slowing down.

Let me remind you of what’s happening as I laid out the other week,

  • Bitcoin is the collateral base. A reserve asset now held by companies, sovereigns, and financial platforms as strategic insurance
  • Stablecoins like USDC and USDT are becoming the settlement layer. They are programmable digital dollars flowing through e-commerce, payroll, remittances, and treasury flows.
  • Massive global companies, like Circle, Coinbase, Stripe, Shopify, PayPal, Visa, American Express, are the public facing rails where trillions will flow.

Every step, every layer of the stack is investable from bitcoin and bitcoin treasury to stablecoin issuers, to the legacy providers and exchanges. And it’s big business and big money on the table.

This isn’t theory anymore. It’s execution of a big, bold Trump-backed and influenced redollarisation strategy that’s happening, day by day, with real-world partnerships, payment rails, and legislative alignment.

Take Stripe, for example — one of the most important fintech platforms in the world. Just weeks ago, Stripe announced it would begin supporting USDC stablecoin payments on Solana, Ethereum, and Polygon.

That means thousands of startups, scale-ups, SaaS platforms, and marketplaces in over 101 countries will now be able to settle payments globally using stablecoins.

Shopify is doing it too. So is Visa. So is PayPal. JP Morgan is said to have just trademarked a stablecoin name. The banks love it, they can extract yield from it. Coinbase has already lent out over $400 million on chain of bitcoin backed USDC loans.

None of this is niche anymore. And it’s certainly no Ponzi.

This is what the SmartDollar Stack looks like right before your eyes.

Yes, it’ll all run across different networks, Base, Ethereum, Solana, Tron, but most people won’t care nor should they. You don’t care how correspondent banking works do you? How SWIFT functions? Why should you?

It’s all just plumbing. What matters is that the system works. And right now, it’s working better than the one it’s replacing. The thing you should be thinking about though is how you profit from it all.

Good news is with the SmartDollar Stack, you can…at every level.

The next wave is already forming

People will look at Strategy, or Metaplanet, or SWC, or SRM and say, “Bubble!”

And to a degree, maybe some of it is. But the gains are real, and investors are making money right now.

Even if there’s an element of overinflated prices, what’s undeniable is capital is pouring in, policy is aligning, and markets are rewarding the risk takers who can see the buildout of this new financial infrastructure.

The truth is, the SmartDollar Stack isn’t some speculative model. Its driving expansion around the world. It starts in America, driven by the Trumps, the longstanding crypto ecosystem is ready for it, and now it’s going global at a crazy rate.

And this is just the start.

I expect more companies, listed and private, to announce bitcoin treasuries. I expect more stablecoin integration and listings on the public markets. I expect more crypto organisations (like Tron) to tap into TradFi capital markets and list on the stock market.

Expect IPOs, SPAC reverse mergers, takeovers and acquisitions.

Expect more of this, more of the madness, more of the SmartDollar Stack, more of the massive returns from the “altstock” market. More of the crypto takeover of markets.

Until next time,

Sam Volkering
Contributing Editor, Investor’s Daily

P.S. Speaking of opportunities…Executive Order 14179 isn’t just paperwork — it’s a green light for a $15.7 trillion AI revolution. The kind of shift that mints new millionaires. But this wealth window closes on June 25th. If you want a shot at getting in before the rush, now’s the time.