Dan Bin: Circle has been established, and its stock price is expected to welcome a new round of increase

Renowned investor and chairman of Shenzhen Oriental Harbor Investment Management Co., Ltd., Dan Bin, stated on social media, "Due to a strong recommendation from researchers, I have made a small investment in Circle Internet Group (CRCL.US). CRCL surged significantly on Monday, becoming one of the standout performers in the U.S. stock market that day. The core catalyst for this surge is the key progress of the U.S. CLARITY Act, which has reached a compromise on stablecoin regulatory provisions in the Senate, clearing the main differences for the advancement of the bill and completely resolving the long-term regulatory uncertainties in the industry, opening up long-term growth space for compliant stablecoin leaders like Circle.

The market generally expects that as the regulatory framework is implemented, the compliance advantages of USDC will be further strengthened, with market share likely to continue to increase in emerging scenarios such as cross-border payments and AI intelligent transactions. On the fundamental side, Circle's core business is entering an explosive growth phase. The circulation of USDC it issues has surpassed $79 billion, setting a historical high, and the interest income from reserve assets has significantly increased. The company's profit expectations for the first quarter of 2026 are clear, and the fundamental performance continues to solidify.

At the same time, a new industry narrative of AI + stablecoins is emerging, with USDC as the base currency for on-chain transactions, and its value positioning is being comprehensively upgraded. The market is continuously advancing the valuation reshaping process from "crypto cyclical stocks" to "Web3 + AI infrastructure targets." In addition, the overall sentiment in the crypto market is warming up, adding further momentum to stock price increases. Bitcoin once broke through the $80,000 mark, driving a collective strengthening of crypto concept stocks, with market liquidity and risk appetite significantly increasing, and funds accelerating their entry into the market. CRCL, as a core target in this sector, is favored by capital.

Moving forward, two key points need to be closely monitored: first, the release of the first-quarter financial report data on May 11, which will verify the performance realization; second, the final implementation rhythm of the stablecoin bill. If the regulatory and fundamental logic continues to be realized, CRCL is expected to welcome a new round of valuation increases."