10x Research:Circle 股价单日下跌约 20%,将重估"多 Circle 空某 CEX"策略

Gate News 消息,3 月 25 日,10x Research 分析指出,稳定币经济之争已在 Circle 与某 CEX 之间展开。Circle 股价近期单日下跌约 20%,部分投资者将其归因于 CLARITY 法案带来的不确定性,但亦有观点认为该法案将构成结构性利好。Circle 支持联邦层面的稳定币监管框架,以换取 USDC 的机构合法性与长期扩张空间,而某 CEX 则更侧重通过收益型余额实现短期盈利,两者在商业模式上形成对立。在监管框架下,Circle 或放弃部分高利润分销模式,但将获得更具持续性的"监管确定性",有望推动机构采用、全球结算场景及与传统金融体系的深度融合。10x Research 补充指出,基于当前市场环境,将重新审视此前提出的"做多 Circle、做空某 CEX"观点并评估该策略是否仍然有效。

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.
Commento
0/400
Nessun commento