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micromimo🎀👿
#Circle財報在即,穩定幣成長能否轉化為收益? 从目前市场预期来看,Circle这次财报大概率能勉强符合营收预期,但想超预期不容易。虽然USDC的整体规模和链上活跃度保持了增长,但美联储降息带来的储备金收益率下滑,一直在蚕食他们的利润空间。加上上一季度刚有过Miss的前科,市场对它的盈利表现比较谨慎,关键还得看USDC的增长速度能不能抵消掉利率下降的影响。
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