DFDV · DeFi Development Corp. · Stock research

HOOD

Robinhood Markets, Inc.

The 2026-08-21 breakout above the $97.28/$98.87 band held its weekly close at $108.13, then gave 4.2% back to $103.62 on 2026-08-24 — still above the band, follow-through above $109.25 rejected. The dated binary is the 2:15 p.m. ET cloture vote on H.R. 3633 on 2026-09-15, needing 60 votes against 53 Republican seats; August operating data around 2026-09-10 is the only company print before it.

COIN

Coinbase Global, Inc.

Fourth session of the CLARITY repricing gave ground: adjusted close $179.48 on 2026-08-24 vs $186.49 on 08-21, RSI(14) 67.3 from 74.9, with the $160.20 gap floor still intact. The 08-24 tokenized-stocks launch on Base (Chainlink oracle, non-U.S. only) adds product; the 2026-09-15 cloture vote remains the only dated re-rating before the ~early-November Q3 print.

CRCL

Circle Internet Group, Inc.

Still a policy trade, but the first company-level support in weeks arrived: Bernstein's 2026-08-24 note reports USDC supply +$1.7B in a week after ~six months flat, reiterating $140 while Susquehanna raised to $92 on a Neutral. Circle has published nothing since 2026-08-05 and the tape stalled at $87.72 with RSI(14) 82.0. The 2026-09-15 cloture vote and 2026-09-16 Arc mainnet are the binaries.

MSTR

Strategy Inc

Eighth straight week with no bitcoin bought: the 2026-08-24 8-K shows ~$2.01B of common sold at an average near $109.88 into the rally, with 100% routed to STRC buybacks, a $5.1B USD Reserve and a new $1.59B "USD Cash" pool. Credit workout, not accumulation. RSI(14) 72.0 at the 2026-08-24 close of $122.63; 2026-09-08 STRC-par target is the binary.