9月22日周一盘前，Circle Internet Corp.（股票代码：CRCL）股价大跌5.15%，引发市场关注。
消息面上，有报道称Circle正在开发名为"Arc"的Layer 1区块链。该区块链专为散户和机构用户设计，具有内部外汇引擎Malachite，旨在为资本市场交易和支付领域提供高效基础设施。Arc承诺每秒处理超过1000笔交易，并提供亚秒级的最终确认。
分析人士认为，Circle进军Layer 1领域可能引发投资者对公司战略转变的担忧。开发新区块链需要大量资源投入，且面临激烈竞争，这可能影响Circle现有业务。此外，若Arc成功吸引大量用户，可能分散USDC在其他区块链上的应用，进而影响Circle的收入模式。目前尚不清楚市场对这一战略调整的长期看法，投资者或需密切关注Circle未来在此方面的具体计划和执行情况。
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