中文翻译
可以。所以我之前一直说，在 Circle 市值 600 亿美元时，要避开 Circle，或者做空 $CRCL、做多 $COIN。 原因是大家没理解流通盘动态。 大部分流通股被锁定，不能卖，类似于 BULL IPO。等流通股释放后，Circle 股价就崩了。 降息也会伤害稳定币铸币利息带来的盈利能力，但流通盘动态才是压倒性的最大因素。 我一直看好 USDC，但市值非常关键。现在它回到 180 亿美元，就变成了极强的买入机会。
· 个股论点
解释此前回避 Circle 是因为流通盘动态，现在重新看多
英文原文
Sure, so I've been saying avoid Circle or short $CRCL long $COIN when Circle was trading at a $60B marketcap. This was because people didn't understand float dynamics. Majority of the float was locked up and couldn't be sold, similar to BULL IPO. When float was released, the price on Circle crashed. There's stuff like rate cuts too hurting profitability from interest on minted stablecoins, but float dynamics was the biggest factor by a longshot. I've always been bullish on USDC, but market cap plays a huge role. Now it's an extraordinarily strong buy back at $18B