$PETERPARKERNFT

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@TechFlowPost

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比特币这波强势突破行情里，除了直接下注币价，还有没有更稳健的“卖铲人”逻辑？ Cavenagh Research 分析文章指出，相比于 $MSTR 、矿企等直接挂钩币价的“高杠杆武器”， $CRCL 的核心逻辑和风险收益特征完全不同： 从商业驱动引擎来看，其核心盈利并非直接绑定比特币的暴涨暴跌，而是依靠 USDC

AI visual note: A summary from Cavenagh Research rating Circle Internet Group (CRCL) as 'Buy' due to macro tailwinds, citing USDC growth, crypto activity, and a 40% USDC circulation target, with an implied equity value of $185-225 per share by 2030.

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