My thesis on the Circle Internet Group (NYSE: CRCL ) is a pass on execution risks and major bottlenecks, like the higher distribution costs due to a lopsided Coinbase deal. If not for these execution risks, I may have considered ignoring macro pressures likeI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a form ...

XBIT Wallet作为专注USDC管理的专业钱包，其核心优势之一便是交易透明可追溯——所有USDC充 值、转账记录均通过区块链浏览器实时同步，用户可自主验证每一笔交易的哈希值与状态，即使面对可 逆性争议，也能快速定位资金流向，大幅降低纠纷处理难度。 这一构想一旦成真，将对加密货币的核心设计理念产生重大冲击，尤其是交易最终性(settlement finality) 这一原则。在传统金融体系(TradFi)中，消费纠纷可通过银行进行退款或撤销。Tarbert认为，若稳定币 也能实现类似的退款机制，将有助于推动其在主流市场的普及，特别是在消费性支出与国际交易方面。 然而，这与加密世界长期以来推崇的去中心化理念背道而驰。加密社群中的部分原教旨主义者强调，交 易一旦上链就应是不可更改的，任何形式的交易可逆性都意味着引入中心化仲裁机构，违背区块链的核 心精神。 稳定币如今已成为加密产业中的关键组成部分。它们通常与法币如美元挂钩，为用户提供避险工具，降 低比特币(BTC)、以太币(ETH)等高波动性资产的风险，还逐渐成为国际支出的一种选择。根据数据平 台CoinGecko，整体稳定币市场的总市值约为3,000亿美元。 ...

CoreWeave and Circle Internet Group held blockbuster initial public offerings earlier this year.CoreWeave (CRWV -4.96%) and Circle Internet Group (CRCL 1.94%) held initial public offerings (IPOs) earlier this year and both stocks have already posted monster returns. CoreWeave shares have tripled since March, and Circle shares have quadrupled since June.A few hedge fund managers bought one of the stocks in the second quarter. The ones below, all billionaires, are particularly noteworthy because they outperfo ...

As the stock market falls from recent highs, one thought pervades my opportunistic mindset: which stocks, particularly momentum and growth stocks, have fallen sharper than their fundamentals might justify? What rebound opportunities exist in the crash?With combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...

Key Points A group of major banks in England has launched a program to investigate tokenizing assets. The move comes after the Governor of the Bank of England questioned the usefulness of stablecoins, given that tokenization is an option. 10 stocks we like better than Circle Internet Group › Shares of Circle Internet Group (NYSE: CRCL) fell this week, finishing down 11.9%. The drop comes as the S&P 500 fell 0.3% and the Nasdaq-100 fell 0.5%. Banks in the U.K. have launched a pilot initiative to de ...

Circle Internet, (CRCL) is examining ways of reversing transactions involving its stablecoin, USDC, the Financial Times (FT) reported on Thursday. The issuer of the second-largest stablecoin is "thinking through ... whether or not there's the possibility of reversibility of transactions," the company's president, Heath Tarbert, said in an interview with the newspaper. Stablecoins, tokens pegged to the value of a traditional financial (TradFi) asset such as a fiat currency, are an important cog in the cry ...

智通财经APP获悉，周四，币圈概念股普跌，以太坊持币股领跌，截至发稿，SharpLink Gaming(SBET.US)跌超5%，Bitmine Immersion Technologies(BMNR.US)跌超4%，比特币概念股Bit Digital(BTBT.US)涨超4.7%，Hut 8 Mining(HUT.US)跌超7%，Strategy(MSTR.US)跌超4%，加密货币交 易所Coinbase(COIN.US)跌超2.6%，Robinhood(HOOD.US)跌超2.9%；稳定币龙头Circle(CRCL.US)跌超 3%。以太坊跌破4000美元关口，先跌超3.7%；比特币跌超1.8%，报111250美元。 ...

规模最大的IPO收益最为丰厚。募资额超过10亿美元的IPO平均暴涨77%，凸显出投资者对规模和流动 性的偏好。表现突出的公司包括上涨324%的Circle(CRCL.US)、涨幅超过233%的 CoreWeave(CRWV.US)，以及上市以来上涨83%的Bullish(BLSH.US)。 德勤美国资本市场交易主管威尔·布劳蒂加姆表示："今年IPO的表现得益于多个支撑因素，但最重要的 或许是成功会带来更多成功。"他列举了自2024年以来新上市公司的正回报、散户兴趣上升以及当前上 市公司的相对成熟度。 今年以来，企业在美国交易所已融资320亿美元，这是在4月份关税引发市场不确定性导致市场动荡后的 强劲反弹。仅9月份就成为2021年以来IPO最繁忙的月份，因股市普遍上涨鼓励了一波发行潮。 寻求下一个华尔街热点的股票多头，正将目光转向今年美国市场最繁忙的角落—— IPO 市场。 智通财经APP注意到，新上市公司的股价表现已大幅跑赢基准指数。2025年，在美国交易所上市的公司 (排除空白支票公司等金融载体)的加权平均表现飙升41%，这一数字是标普500指数和纳斯达克100指数 涨幅的两倍多。 如此强劲的表现正引发银行 ...

曾任美国商品期货交易委员会数字资产监管部门主席的塔伯特透露，目前软件开发商正就"在特定情况 下，若所有交易相关方达成共识，是否可在某些区块链上实现欺诈交易可逆"展开讨论。 截至当前，Circle管理的USDC稳定币流通规模已达740亿美元。该公司近期还启动了名为Arc的新区块 链测试，该区块链专为金融机构设计，支持企业、银行及资产管理公司使用稳定币进行外汇交易支付。 今年6月，Circle通过增发IPO筹集11亿美元资金，发行价超出市场预期。自年初以来，其股价已累计飙 升324%。 智通财经APP获悉，据报道，全球第二大稳定币发行商Circle(CRCL.US)正探索为其代币交易引入"可 逆"机制的可能性。Circle总裁希思·塔伯特(Heath Tarbert)周四表示，公司正在研究允许在发生欺诈或黑 客攻击等特定场景下回滚交易的机制，同时仍需保持结算的最终性。 他强调："我们正在思考交易是否可以具备可逆性，但与此同时，我们仍需保留结算的最终性。在支持 即时资产转移与维持交易不可撤销性之间，确实存在根本性矛盾。" 此类措施若实施，将显著区别于加密行业长期倡导的区块链"不变性"原则——作为公开数字账本，区块 ...

false Trading Ideas Stock Market Crypto Forex Economic Commodity Video World Ad Circle stock price as Tether's valuation balloons to $500 billion Written by Crispus NyagaCrispus N. Crispus Nyaga Market Analyst Crispus Nyaga Market Analyst Market AnalysisMacroeconomicsFinanceForeign AffairsEngineering Crispus is a Financial Analyst for Invezz covering the stock, cryptocurrency and forex markets. He's an experienced analyst with more than 8 years of industry experience. His analysis is featured on industry le ...