市场是否误判了 Circle 与 Coinbase 的价值? Circle 是已经彻底看不懂了,总共发行量只有 600 亿的 USDC,现在股票市值已经 541 亿美金,接近发行量了,现在除了想扇自己两巴掌外没什么好说的,它到 250 也和我没关系了。 Circle 的利润几乎全部来自于国债的利息收入,利润几乎都流向了 Coinbase 仅在2024年就为其贡献了高达9.1亿美元的收入。 Circle 涨的这么贵反而凸显了 Coinbase 的便宜 1、Circle 的大部分利润是 Coinbase 拿走的 2、 $COIN 已经正式入选了标普指数,含金量很高 3、Coinbase 市值781 亿,只有 Circle 的 1.4 倍,盈利能力却是它的 10 倍 现在买 coin 卖 Circle 也许是一个不错的策略
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