周四盘中，稳定币巨头Circle Internet Corp.（CRCL）股价大跌5.06%，引发市场关注。此次下跌主要受到多重利空因素影响。
首先，投行Compass Point将Circle评级从"中性"下调至"卖出"，并大幅下调目标价至130美元，较此前的205美元下降超36%。与此同时，Circle的主要竞争对手Tether宣布已准备好在美国市场运营，瞄准机构市场。Tether CEO Paolo Ardoino表示，公司正制定针对美国的内部战略，并计划在未来两个月内宣布。这一消息可能加剧了投资者对Circle市场份额的担忧。
此外，美国银行家协会等行业机构已致函美国货币监理署（OCC），反对Circle等公司申请设立国家信托银行，认为这些公司未披露足够信息供公众评论。这一监管阻力也可能对Circle的业务扩张前景造成影响。在当前加密货币市场整体低迷的背景下，这些不利因素叠加，导致Circle股价承压下跌。
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