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UU大王（所有U都是我的）
#Circle财报在即，稳定币增长能否兑现收益？ 1. 美债收益率下行：Circle绝大部分收入来自USDC储备资产（短债、货币基金）的利息，利率下行会直接压低储备收入，是当前最大风险点
2. 运营费用持续走高，股权激励、研发投入侵蚀利润
3. 稳定币赛道竞争加剧，USDC市场份额被其他竞品分流
4. 加密市场整体行情低迷，机构、用户 mint USDC意愿下降
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