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难得一见... JPMorgan 称 @HyperliquidX 的崛起威胁到了 @Circle 的 USDC 经济模型 并下调了对 $CRCL 和 Coinbase 的盈利预测 —— 特别是对于 USDC 将要向 HL 分润 90% 的协议，小摩觉得凹显了稳定币争夺分发渠道的「囚徒困境」 另一面，也表明 Hyperl

A fast-moving Web3 discussion is forming around 难得一见... JPMorgan 称 @HyperliquidX 的崛起威胁到了 @Circle 的 USDC 经济模型 并下调了对 $CRCL 和 Coinbase 的盈利预测 —— 特别是对于 USDC 将要向 HL 分润 90% 的协议，小摩觉得凹显了稳定币争夺分发渠道的「囚徒困境」 另一面，也表明 Hyperl.

Heat
73
Confidence
70%
Evidence
7
Updated

Why It Happened

Multiple social or news items are discussing the same topic in a short time window.

Actors

DOdongdongrobinProject
SCscottmelkerProject
BSBSCNProject
Crypto BanterLive crypto market analysis and trading community

Crypto Banter is a social media account and platform covering cryptocurrency news, analysis, and community discussions.

STsteven.hlProject
WUWu BlockchainProject
Timeline order

Post
Parent event 01

JPMorgan Cuts Circle and Coinbase Forecasts Over Hyperliquid Deal JPMorgan downgraded earnings …

JPMorgan Cuts Circle and Coinbase Forecasts Over Hyperliquid Deal JPMorgan downgraded earnings estimates for Circle and Coinbase, stating their new agreement with Hyperliquid weakens USDC economics. Coinbase will now pay 90% of USDC reserve yields on the plat…

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Article
Parent event 02

ECB Taps 36 Firms Including Deutsche Bank and Revolut for Digital Euro Pilot

The European Central Bank selected 36 payment service providers from across the euro area on Tuesday to test a beta version of the digital euro, naming banks and fintechs including Deutsche Bank, Revolut, UniCredit, Adyen and Worldline for a 12-month pilot du…

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ECB Taps 36 Firms Including Deutsche Bank and Revolut for Digital Euro PilotOpen on X

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