Circle Internet Corp.（股票代码：CRCL）今日盘中股价大幅下挫5.25%，市场关注度显著提升。
消息面上，此次下跌主要与美国《CLARITY法案》草案中关于稳定币奖励机制的限制条款引发的市场担忧有关。花旗银行分析指出，该草案拟限制类似存款利息的稳定币收益，这可能会削弱用户持有Circle旗下USDC稳定币的短期动力，从而可能影响其流通规模及二级市场流动性，给公司带来阶段性阻力。
不过，花旗同时强调，由于Circle本身并不直接向USDC持有者支付收益，其核心收入模式不会受到直接冲击，因此这一政策不会动摇公司的长期投资基本面。此前，类似的政策不确定性已导致Circle股价出现过显著波动。
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