$COIN
看多2025-04-02喊单前后价格走势
↑ 2025-04-02
各周期结果✓ 命中+11.8%
1d
…
5d
✓ +1.6%
21d
✓ +11.8%
原帖
Fred Liu · 2025-04-02
Going thru Circle's $CRCL S-1. First pass, it seems Coinbase $COIN is best levered to Circle's $CRCL growth. USDC avg circulation grew +9% y/y in 2024, revenues grew +16%, but profits went down -42%. Mainly because payments to $COIN grew +31%. More and more USDC is held on Coinbase's platform, on which they get a "distribution fee" (18% of total supply vs. 8% in 2023, and vs. Circle's 2%). (The Aug 2023 contract renegotiation helped too. Also assumes continued preference holding USDC on Coinbase's platform). https://t.co/yoWLFOJg3X
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