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E196｜稳定币之战：Circle崛起之路与传统金融入局的新势力角逐
Circle上市后从31美元涨至107美元，交易的首先是合规稳定币纯标的的稀缺性，稳定币总规模能否从2500亿美元扩至2028年2万亿美元仍待验证。GENIUS法案可能打开传统金融入场通道，但Coinbase分走Circle约56%收入、Tether的高风险储备优势及最终监管文本，决定USDC能否释放利润并提升份额。