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← @starzq

$CRCL

BULLISH2026-04-11
Price around the call
↑ 2026-04-11
By horizon✓ hit+17.7%
1d
✓ +5.7%
5d
✓ +4.5%
21d
✓ +17.7%
Original post
Star@Day1Global Podcast · 2026-04-11

好文! 同意里面的大部分观点,但「稳定币中介」的价值可能没有那么大,不能直接对标 SWIFT / Visa / Mastercard 推演一下: 1. 未来每个品牌都有自己的稳定币 2. 根据商业规律,以上呈幂律分布,大的币种之间兑换并不需要中介,比如 USDT 换 USDS 3. 中介对长尾品牌更有价值, 但能捕获的价值有限 综上所述,当用户的主要使用场景都在头部大品牌,这部分会捕获 80% 以上的价值。剩下 20% 价值由一堆长尾和中介来平分 我甚至怀疑这个中介是否有必要存在,是否大品牌就已经充当了,因为小品牌都会建立和大品牌的池子,这样自然就串起来了 一个 case 是某花瓣项目😅 不过我同意, $CRCL 在 85,80 左右建仓的赔率可以接受,只要稳定币这个赛道保持【高速】成长,至少可以吃到 Beta

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