Tamara Schulz

市场现在低估CLARITY Act清晰法案，就像当初被低估的GENIUS Act天才法案一样。好在，立法后一年的今天，天才法案已经交出了一份答卷。我们可以顺势推演清晰法案通过后会带来什么。 --GENIUS Act一年后的实际变化。 GENIUS Act把稳定币从灰色地带拉入正规监管框架，直接催生了两大变化： 一是发行主体从“双寡头”变成多元生态。Tether推出合规的USAT补齐美国短板，Circle、Paxos、Ripple、BitGo等获OCC联邦特许；SoFi、Revolut推出白标稳定币，Visa、Mastercard、Stripe等140多家机构联合推出Open USD联盟，

Solana sees $330M stablecoin inflow in 24 hours, led by Circle

Circle Wants to Own Crypto’s Financial Stack, but Tether Still Owns the Dollar

Circle CEO Jeremy Allaire Suggests Stablecoins Will Become Invisible Soon

还有6天，钱包赛道有Onekey、metamask、okx wallet、topnod 等，稳定币有circle 、Ethena 、Spark 等，交易所和头部RWA协议也基本齐聚@MoneyFrontierhk 。 7月27-28日，我们香港见，主会场完整议程：https://www.moneyfrontier.info/en/agenda

Circle 总裁 Heath Tarbert 以前是 CFTC 的主席，这已经不是亲近监管了，这就是监管本身。 从主席上卸任之后，光速入职传奇做市商 Citadel，当时 Citadel 正被游戏驿站（GameStop）的散户暴打。 然后 Tabert 在 Citadel，出手平息了这事儿的余波。 两年后，他又加入了 Circle ，带领 Circle 成功上市。 这就是美国那种最最经典的政商旋转门，典得不能再典了。 他能不玩命出货吗？ 人家这种哥们儿出山，就是来赚顶薪、卖股票来的，散户还指望他有信仰，还指望“买入”，怎么可能？

Circle is clearly becoming one of the most misunderstood companies in crypto. Most people still value it as “the USDC issuer.” That is increasingly the wrong mental model. Circle is very far from the company it was 2-3 years ago. Circle is building a four-layer financial operating system. 1. Arc

RT @amillionandback: I remember when PYUSD came out and the industry consensus was that it was over for Circle. Many such cases.

JUST IN: $30 BILLION CIRCLE JUST TOLD CNBC THAT THE GENIUS ACT WILL UNLOCK TRILLIONS FOR #BITCOIN AND CRYPTO “ONCE IT GOES INTO EFFECT, EVERY MAJOR BANK, CAPITAL MARKETS FIRM, AND ENTERPRISE WILL BUILD ON THIS INFRASTRUCTURE.” “ANALYSTS SEE THIS GOING FROM $1 TRILLION TO SEVERAL TRILLION DOLLARS I

Solana sees $250M USDC liquidity boost amid Circle’s minting strategy