潘渡Podcast：稳定币发行商Circle

潘渡podcast 探讨网红稳定币发行公司Circle 的前景，投资总监iris认为Circle收入主要由美债利率与usdc发行量决定，成本则主要来自coinbase的分销费（潘渡etf持股）。现稳定币合规标的选择少，同时风险来自其估值较高，下半年降息可能影响其收入，但如果发行量上升亦可能做到一定程度对冲。 $Circle Internet Corp.(CRCL)$ $Coinbase Global, Inc.(COIN)$ $稳定币概念(BK1619)$ $ARK 21Shares Bitcoin ETF(ARKB)$ $iShares Bitcoin Trust ETF(IBIT)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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