Bernstein поддерживает Circle: рынок неправильно прочитал Clear Act, не различая издателя и дистрибьютора USDC
Wall Street investment bank Bernstein released a report on Circle's stock price plunge, arguing that the market has misunderstood the impact of the Clarity Act on issuers and distributors. The analysis points out that the bill is mainly targeted at distributors like Coinbase, while Circle maintains a solid position. Its core business revenue model remains unaffected, and USDC demand is shifting toward real-world usage rather than interest income.
動區BlockTempo·03-25 14:05


