$CRCL

CRCL 下跌约 10%,但仍高于低点;尽管短期立法炒作消退,FedNow/实时支付仍将长期损害稳定币的实用性。

看跌他说的是几年内
《The Stock Market Nervousness, Fed, Elon, AI Chips》
Meet Kevin发布 2026-09-15 · 2 段内容
5:34:25/ 打开原视频

逐段跳播

2 段内容

把这些钱投入稳定币,显然对 Circle 或 Coinbase 之类的公司有利,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.

你可以看到 Circle 下跌了约 10%,仍高于早前的低点。我要说,我个人仍然认为,随着时间推移,稳定币的实用性已被 Fed Now 和实时支付所损害。我知道这听起来像个奇怪的说法,但我认为这对实际交易用途的增长是一个更长期的问题。

但短期内,你知道,比特币实际上已经上涨了不少,这也被推高了,同时 Clarity Act 通过的希望也推高了 Circle 或 Coin 等,出于它可能通过的乐观情绪。这显然没有发生。

Uh you could see Circle uh is down about 10%, still up from its lows earlier. I will say I personally still believe that over time the usefulness of stable coins has been damaged by uh, Fed Now and a real-time payments.

I know that sounds like a weird claim, but I I think 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. That obviously didn't happen.

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。

2026-09-15看跌本条
把这些钱投入稳定币,显然对 Circle 或 Coinbase 之类的公司有利,对银行不利。
2026-09-15看跌
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。
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