Circle Internet Corp.（CRCL）今日盘中大幅下挫5.28%，引发市场广泛关注。
消息面上，Circle面临多重压力。首先，在加密板块连续多日上涨后，市场出现明显回调迹象，同板块个股Strategy同日亦出现下跌，整体板块情绪转弱对Circle股价形成拖累。其次，瑞穗证券此前将其评级下调至弱于大盘，目标价大幅降至50美元，指出USDC市值持续缩水以及来自Open USD等竞争对手的加剧，对Circle盈利前景构成压制。此外，公司总裁Heath Tarbert累计10次减持股票，合计约3077万美元，此举引发市场对管理层信心的疑虑。稳定币总市值在6月出现自Terra崩盘以来最大单月回撤，USDC从高点回落约70亿美元，行业格局变动持续压制估值。
另据消息，Circle企业传播高级经理Rachel Busch已离职并加入稳定币支付区块链Tempo，虽然属于个别人员变动，但在当前敏感时点也受到市场一定关注。公司下次财报将于8月5日发布，市场预期EPS为0.18美元。
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