Odaily星球日报讯 Matrixport 发布今日图表称，Circle 最新估值已达 600 亿美元，与其流通中的 USDC 总量（612 亿美元）几乎持平，且过去三个月保持稳定。相比之下，Coinbase 当前市值为 783 亿美元。两者对比鲜明，反映出市场关注正逐步从业务多元的交易平台，转向稳定币发行方等核心加密基础设施企业。 不论最终估值如何落定，一个趋势已日益明确：资本正加速流向基础设施型加密企业。近期掀起的 IPO 热潮，也再次印证了机构资金的持续加码。我们认为，这也是今年支撑比特币有望维持强势的因素之一，即便短期盘整仍未结束。

Odaily星球日报讯 Matrixport 发布今日图表称，Circle 最新估值已达 600 亿美元，与其流通中的 USDC 总量（612 亿美元）几乎持平，且过去三个月保持稳定。相比之下，Coinbase 当前市值为 783 亿美元。两者对比鲜明，反映出市场关注正逐步从业务多元的交易平台，转向稳定币发行方等核心加密基础设施企业。不论最终估值如何落定，一个趋势已日益明确：资本正加速流向基础设施型加密企业。近期掀起的 IPO 热潮，也再次印证了机构资金的持续加码。我们认为，这也是今年支撑比特币有望维持强势的因素之一，即便短期盘整仍未结束。

Matrixport：受Circle影响，市场关注正逐步转向稳定币发行方等核心加密基础设施企业

<Odaily>Odaily Planet News</Odaily> reported that Matrixport released a chart today stating that Circle's latest valuation has reached $60 billion, almost in line with its circulating USDC total supply ($61.2 billion), which has remained stable over the past three months. In comparison, Coinbase's current market value is $78.3 billion. The stark contrast reflects the market's gradually shifting focus from diversified trading platforms to stablecoin issuers and core crypto infrastructure companies. Regardless of how the final valuation is determined, one trend has become increasingly clear: capital is accelerating its flow towards infrastructure-type crypto enterprises. The recent IPO boom further confirms the continued capital injection from institutions. We believe this is also one of the factors that may support Bitcoin maintaining its strength this year, even if short-term consolidation has not yet ended.

<Odaily> Matrixport released a chart today stating that Circle's latest valuation has reached $60 billion, almost equal to its circulating USDC total (61.2 billion USD), and has remained stable over the past three months. In comparison, Coinbase's current market value is $78.3 billion. The stark contrast reflects the market's gradually shifting focus from diversified trading platforms to stablecoin issuers and core crypto infrastructure companies. Regardless of how the final valuation is determined, one trend is becoming increasingly clear: capital is accelerating its flow towards infrastructure-type crypto enterprises. The recent IPO boom further confirms the continued capital injection from institutions. We believe this is also one of the factors that may support Bitcoin maintaining its strength this year, even if short-term consolidation has not yet ended.

Matrixport: Influenced by Circle, market attention is gradually shifting to core crypto infrastructure companies such as stablecoin issuers

On December 18th, at an important conference chaired by the Prime Minister, Mr. Phan Duc Trung, Chairman of the Vietnam Blockchain Association, gave a direct report on the implementation of the Vietnam Blockchain Network (Viet...).

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Original article | Odaily Odaily(@OdailyChina)
Author | Asher (@Asher_0210)
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