Circle Internet Corp.（CRCL）今日盘中大涨5.14%，引起了市场的广泛关注。
消息面上，竞争对手Open Standard推出的美元稳定币OUSD近期陷入“假合作”风波。据媒体报道，OUSD此前公布的华丽合作名单出现裂缝，多家被列名的韩国企业出面澄清并未正式同意参与，这在一定程度上减轻了市场对Circle旗下USDC面临激烈竞争的担忧。与此同时，Circle首席执行官Jeremy Allaire公开表示欢迎竞争，并指出稳定币网络的成功依赖于长期构建的网络效应和真实使用场景，而非简单的联盟名单，这番表态增强了投资者对Circle市场地位的信心。
当前稳定币市场格局中，Tether的USDT与Circle的USDC合计占据近九成市场份额，新进入者面临巨大挑战。分析认为，OUSD遭遇的信任危机以及Circle管理层的自信回应，是推动其股价在交易时段内走强的重要因素。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.