#TradFi晒单
We remain bullish on Circle (CRCL). As a leading compliant and stablecoin issuer, USDC has strong network effects, and with the implementation of a federal trust bank license, it will significantly expand the space for institutional capital to enter. Cross-border settlements and AI smart agents will continue to broaden application scenarios. The reserve assets are primarily U.S. Treasury bonds, generating stable earnings; as global stablecoin regulation becomes clearer, the company’s long-term growth potential remains ample.
We remain bullish on Circle (CRCL). As a leading compliant and stablecoin issuer, USDC has strong network effects, and with the implementation of a federal trust bank license, it will significantly expand the space for institutional capital to enter. Cross-border settlements and AI smart agents will continue to broaden application scenarios. The reserve assets are primarily U.S. Treasury bonds, generating stable earnings; as global stablecoin regulation becomes clearer, the company’s long-term growth potential remains ample.