机构数据平台 Artemis 称,近期许多投资者建议做多 Coinbase Global, Inc. ,同时做空 Circle Internet Corp. 。然而,其基本面分析师 Kevin Li 认为不要因为看涨 Circle 而做多 Coinbase,因为 USDC 相关收入在 Coinbase 总收入中仅占很小份额,而 Coinbase 虽然是一个涵盖合规交易所、USDC、链上产品等业务...
Source Link机构数据平台 Artemis 称,近期许多投资者建议做多 Coinbase Global, Inc. ,同时做空 Circle Internet Corp. 。然而,其基本面分析师 Kevin Li 认为不要因为看涨 Circle 而做多 Coinbase,因为 USDC 相关收入在 Coinbase 总收入中仅占很小份额,而 Coinbase 虽然是一个涵盖合规交易所、USDC、链上产品等业务...
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