【Bernstein：Circle增长前景稳健，不惧Hyperliquid稳定币竞争】金色财经报道，Bernstein 重申对 Circle（CRCL）230 美元目标价，称 USDC 有望保持增长，不受 Hyperliquid 稳定币短期冲击。约 7.5% 的 USDC 用作 Hyperliquid 永续合约抵押，但 Bernstein 指出新币培育流动性需时。Circle CEO Jeremy Allaire 表示 USDC 将部署至 HyperEVM。分析师预计降息周期和支付整合将推动 USDC 需求，目前其市占率已升至 30%。
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