$Circle In_老虎社区_美港股上老虎

有银子
05-02

$Circle Internet Corp.(CRCL)$

两件事在叠加：一个是Clarity法案，一个是5/11的财报。

先说Clarity，短期看确实有压制，限制稳定币“类存款利息”，市场先按利空交易，所以从109一路打到90。但本质上，这是美国开始把稳定币纳入正式金融体系，规则一旦清晰，银行和机构资金才可能进来，这才是更大的机会。

再看5/11财报，这一场不是看赚多少，而是看两点：USDC规模有没有继续扩张，以及在新监管下，盈利模式能不能站得住。这一关，决定的是下一阶段有没有趋势，而不是一天涨跌。

所以现在这个位置，更像是政策+业绩的重新定价阶段，不是结束，也还没到主升。

监管落地 + USDC持续增长 + 机构资金进场，这三件事一旦走顺，空间自然会被重新打开。

在等的，是趋势！

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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高管减持是一个问题，稍微一涨高管就减持，太打击信心了
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蓉儿。
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现在113多要卖不，盈利16个点了，仓位轻
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怎么看英伟达，219没卖成又掉了
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帅气炀
·05-03
解决一个问题了
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有银子
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👍👍👍👍👍💰💰💰💰
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蓉儿。
·05-04
你厉害
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