760亿美元,一年增长是300多亿美元,5年后的规模可能是3000-5000亿美元的规模,收入以3.5%计算为105-205亿美元,当前的营销费用会随着规模扩大越来越低。 所以,现在有240亿美元,买下CRCL,相当于5年后每年回报240亿美元。
如果今天你有 240 亿美金 你选择买下 crcl 这家 usdc 母公司 (usdc 目前发行量 约 760 亿美金) 还是自己做一家新的稳定币公司? 如果今天你有 5000亿美金 你选择买下 tether 这家 usdt 母公司 (usdt 目前发行量 约 1800 亿美金) 还是自己做一家新的稳定币公司? 买股票就是买公司
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