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#Circle财报在即，稳定币增长能否兑现收益？
USDC 规模在涨，利润不一定跟涨。 三季度流通量约 745.8 亿美元，增长温和；分析师预期营收约 7.89 亿，但 EPS 仅 0.38 美元左右，明显承压。核心问题在分销成本：Circle 每赚 1 美元收入，约 59 美分流向伙伴，净留存只剩约 7 美分，Coinbase 拿大头。所以别只盯流通量，真正该看的是储备收益率和 RLDC（扣分销后收入）有没有改善。规模故事好听，兑现收益还得看利率脸色和分成账本。
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