Quick Read

• SoFi and Coinbase surged 3% and 5% as stablecoin sector rotation drove crypto-linked fintechs, with Coinbase’s USDC hitting a record $20B.

• AFRM’s flat 1% gain versus ARKF’s 2% rally confirms today’s bid flows through stablecoin rails, not broad fintech tailwinds.

• Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Coinbase didn’t make the cut. Grab the names FREE today.

The stablecoin trade is spilling out of pure-crypto names and into fintech on Tuesday, with the SoFiUSD link putting SoFi Technologies (NASDAQ:SOFI) squarely in the same bid that’s lifting exchanges. This move looks like sector rotation, not a company-specific catalyst.