This article is machine translated
Show original

Whether Circle can tell this story well hinges on two prerequisites: 1️⃣ What are the limits of the stablecoin story? How can we unlock the market's potential? 2️⃣ As the perennial runner-up, how can Circle maintain its position and generate profit? Profitability here refers to increasing profit margins. Currently, promotional costs across various channels are too high, resulting in a very low net profit margin for Circle. I don't believe stablecoins are merely a cryptocurrency story; I think they should be beneficiaries and core participants in the financial paradigm shift and the rise of AI trading. I recently read an article mentioning that with the rise of "agency commerce," AI developers are increasingly favoring stablecoins. "They like stablecoins. Why? Because it's a programming language, very simple…very programmer- and developer-friendly." This could make stablecoins the preferred form of currency in future automated economic systems. The pie can be huge, but what we need to show everyone now are the initial signs and hopes for its gradual implementation.

Sector:
Telegram
Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
Like
Add to Favorites
Comments