长期论点：FedNow／实时支付从结构上削弱了稳定币的实用性（也即 Circle 的核心业务），从而限制了交易规模的增长。
逐段跳播
把这些钱投入稳定币，显然会利好 Circle、Coinbase 之类的公司，而对银行不利。
Throwing that money in stable coins would have obviously been good for companies like Circle or Coinbase or whatever, and bad for banks.
可以看到 Circle 下跌了约 10%，但仍高于此前低点。我要说，我个人仍然认为，随着时间的推移，稳定币的实用性已被 FedNow 和实时支付所削弱。我知道这听起来像是个奇怪的说法，但这对实际交易用途的增长来说是一个更长期的问题。
但短期内，Bitcoin 实际上已经上涨了不少，这推动了上涨，同时《Clarity Act》有望通过的预期，也因这种可能通过的乐观情绪，实际上推动了 Circle 或 coin 等标的的上涨。
You could see Circle is down about 10%, still up from its lows earlier. I will say I personally still believe that over time the usefulness of stablecoins has been damaged by FedNow and real-time payments.
I know that sounds like a weird claim, but I I that's a longer-term issue for actual transactional use growth. But in the short term, you know, Bitcoin has actually moved up quite a bit and that's driven up, as well as hope for the Clarity Act passing, has actually driven up Circle or coin or others uh on on enthusiasm that it could pass.
这个频道对 $CRCL 的历次判断
Meet Kevin 在这只股票上共 3 条判断，这里只列相邻的几条。