goldzoro
09-22
$Circle Internet Corp.(CRCL)$
跌的莫名其妙
Circle暴跌7%，AI威胁USDC？
Circle下跌7.07%，Mizuho警告AI代理可能削弱USDC需求，并把目标价降至43美元。此前稳定币监管规则带来的估值修复迅速逆转，市场开始重新衡量合规优势与支付入口被替代的风险。AI代理是长期威胁，还是评级下调引发的过度反应？
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