$USDC
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澄清CRCL不依赖以太坊，指出L2活动不影响ETH价格但助推广采用。
$CRCL 并不依赖以太坊，因为 USDC 可以在 $SOL、Arc 以及任何你想要的 EVM 兼容网络(EVM-compatible network)上使用。 以太坊代币销毁量已从一年前每年持续数百至数千枚的水平降至个位数。 即使像 Base 上的 $USDC 这样的 L2(二层网络)有大量的 TX(交易)活动，实际上对以太坊代币价格也没有影响。但这确实有助于网络活跃度+采用率。 这是很多人混淆的主要区别。
英文原文
$CRCL does not depend on Ethereum since USDC can be used on $SOL, Arc, and whatever EVM-compatible network you want. Ethereum token burn is now single digits down from few hundred-few thousand consistent burn a year ago. Even if there's tons of TX activity of L2s like $USDC on Base, there's not really any impact on Ethereum token prices. But it does help with network activity + adoption. That's the main difference a lot of people conflate.
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网络效应是护城河，USDC成美合规结算首选。
完全不是。这是网络效应在起作用，这是一道令人难以置信的护城河。这就是为什么对于Reddit（$RDDT），任何人都可以在一天内创建一个类似的平台，但因为大家都同意使用它，价值就由此产生。显然Circle（$CRCL）受到更多监管，但从我所见，$USDC也存在同样的网络效应，它是发行/结算的公认货币。我经营一家使用稳定币进行铸造/结算的金融机构。处理其他任何代币（如出于监管原因的Tether）或其他铸造的稳定币（因缺乏流动性/公认结算资产或交易对）都是一场噩梦。USDC将长期存在（主要在美国），而Tether似乎因不同原因成为国际首选。从我交谈过的风险投资朋友来看，大家似乎都在将资金注入由USDC驱动的金融科技，如稳定币银行，其效用将开始扩展。
英文原文
Not at all. This is the network effect in play, which is an incredible moat. That’s what makes Reddit, $RDDT where anyone can create a similar platform in a day, but because everyone agrees to use it, that’s where the value comes from. Obviously $CRCL is a tad more regulated, but from what I’ve seen, there’s that same network effect with $USDC where it’s the agreed upon currency to issue/settle with. I run a financial institution that does minting/settlement with stablecoins. It’s a nightmare to deal with any other coin (like Tether for regulatory reasons) or other minted stablecoins for lack of liquidity/agreed upon settlement asset or trading pairs. USDC is here to stay (mainly for United States), Tether seems to be the asset of choice for international for different reasons. Just from the venture capital friends I’ve talked to everyone seems to be funneling money into USDC-powered fintechs, like Stablecoin Banks, and we’ll start the utility start to expand.