Stablecoins
Bitwise的Rasmussen：随着稳定币迈向万亿规模，Circle的估值被低估
Bitwise的Ryan Rasmussen表示，随着稳定币的扩展以及公司支付基础设施的建设，投资者正在低估Circle的价值。
Strategy CEO: 'We are the central bank of Bitcoin'
On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by co-host Tim Grant, CEO of Deus X Capital, to start off the conversation with Strategy President and CEO Phong Le. He explains why he expects Strategy to outperform Bitcoin in the next bull cycle, how its STRC product and "digital credit" framework aim to make Strategy the "JP Morgan of digital finance." Bitwise Asset Management Head of Research Ryan Rasmussen breaks down Q2 earnings from Circle, Galaxy, and American Bitcoin, arguing the market is mis-pricing Circle ahead of a multi-trillion-dollar stablecoin era. Plus, Jennifer and Tim unpack Bitcoin ETF flows, the best week since April at $853 million in net inflows, and Tim lays out his thesis on sovereign AI, data privacy, and where decentralization fits into the next wave of compute. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market moving news delivered daily, download CoinDesk’s mobile app: linktr.ee/coindeskapp.
Open USD 震动了 Circle 的股票，但其关键支持者依然支持 USDC
Coinbase、Visa 及 Mastercard 的高管表示，他们计划支持多种稳定币，暗示 Open USD 是另一种支付渠道，而非 USDC 的直接替代品。
