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咖啡奶爸
Circle 最近几个季度更常见的是“EPS 小幅超/持平 + 营收略不及预期”的组合。Q3 是否超预期，主要看 USDC 平均流通量和储备收益率的实际表现，以及 Arc 收入确认进度。目前市场预期已经相对谨慎，大幅超预期的概率不算高，但也不排除流通量继续超预期增长带来的正面惊喜
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