Why am I even more excited after CRCL plummeted 17%? The real opportunity behind Circle, USDC, OpenUSD #CRCL #Circle #USDC #Stablecoin #US stock analysis

Original author：Dylan股票沉思录

Original source：https://www.youtube.com/embed/w4cje4auKe0

CRCL suffered a heavy setback due to the adjustment of the OpenUSD Alliance and the Russell Index, and the market began to worry that the moats of Circle and USDC were being disintegrated. But does this drop really mean that Circle is doomed? In this video, we dismantle Circle’s core revenue model, USDC’s true competitiveness, OpenUSD’s impact on the stablecoin industry, and whether CRCL is currently releasing risks or is long-term opportunities emerging. 00:00 The more CRCL falls, the more worthy of calm calculation 01:26 OpenUSD is not a death sentence, but more like a valuation stress test 02:24 Circle’s core model for making real money 03:29 OUSD’s most ruthless trick: redistributing reserve income 04:34 The four most difficult gates to overcome in stablecoin competition 05:21 Is Visa on its side? Giants are actually making multilateral bets 06:21 Short-term selling pressure caused by Russell index adjustment 07:08 The real market gap between USDC, USDT, and PYUSD 08:44 Four key indicators to judge Circle’s future 10:37 Can Circle be upgraded to a stablecoin infrastructure company #CRCL #Circle #USDC #OpenUSD #OUSD #Stablecoin #US stock analysis #cryptocurrency #digital dollar #investment logic