《The Big 3: CRCL, BNY, AAPL》
CRCL 的看涨逻辑依赖于 Clarity Act 的通过推动稳定币采用；更高的收益率也支撑来自票据利息的收入。
你的第一个选择是 Circle。今早我们正看到整个加密货币走弱，同时我们在等待今天下午关于《清晰法案》的那场至关重要的参议院投票。你怎么看 Circle，为什么你今天在三大选择中选了它？
You've got your first pick is circle. We're looking at weakness across cryptocurrency this morning as we wait for that allimportant Senate vote this afternoon on the Clarity Act. uh how are you looking at circle and why did you pick it for the big three today?
首先，是因为《清晰法案》，它将使证券在代币化和稳定币方面受到更多监管，而稳定币又回到收益率曲线。如果我们开始对此进行更多监管，就会有更广泛的采用，也就是对曲线前端的需求。
Well, first of all, it is because of the Clarity Act that's going to allow securities to be more regulated around tokenization and stable coins which stable coins going back to the yield curve.
If we start regulating that more, there's broader adoption that's demand for the front end of the curve.