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真的贾不了
#Circle财报在即，稳定币增长能否兑现收益？
核心：稳定币流通量增长≠利润同步兑现，利息下行+渠道分成吃掉大部分增量
✅ 利好：USDC合规优势、CCTP跨链、AI支付需求带动流通规模抬升；平台内USDC占比提升，分成压力略降，服务类其他收入是新增量
⚠️ 压制：储备收益率持续走低，新增USDC要给渠道高额分润；USDT竞争、美国监管不确定性、加密市场波动扰动资金留存
📌 财报重点：看平均流通余额、储备收益率、RLDC分成后利润率、CCTP交易量、非利息收入。
一句话结论：规模容易达标，盈利超预期难度偏大
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