Dan Bin: Has established a position in Circle, and the stock price is expected to usher in a new round of gains

BlockBeats News, May 5th, well-known investor and Chairman of Shenzhen Oriental Harbor Investment Management Co., Ltd. Dan Bin posted on social media that, "Due to strong recommendations from researchers, I have invested a little 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 significant progress made on the U.S. ‘Clarity Act’ (CLARITY Act). The Senate reached a compromise on stablecoin regulation provisions, clearing the main disagreements that hindered the bill’s progress, completely alleviating long-term regulatory uncertainty for the industry and opening up long-term growth opportunities for leading compliant stablecoins like Circle. Market expectations are that, as the regulatory framework is implemented, the compliance advantages of USDC will be further strengthened, and its market share in emerging scenarios such as cross-border payments and AI smart contract trading is expected to continue increasing.

On the fundamentals side, Circle’s core business is entering a period of explosive growth. The circulation of its issued USDC has surpassed $79 billion, hitting a new all-time high, with reserve asset interest income increasing significantly. The company’s first-quarter profit forecast for 2026 is clear, and its performance fundamentals continue to solidify. Meanwhile, a new industry narrative combining AI and stablecoins is emerging. As the on-chain transaction base currency, USDC’s value positioning has been comprehensively upgraded, and the market is continuously revaluing it from a ‘crypto cycle stock’ to a ‘Web3 + AI infrastructure asset.’

Additionally, market sentiment in the crypto space has fully rebounded, providing further momentum for stock price increases. Bitcoin temporarily broke through the $80k mark, driving a collective rally in crypto-related stocks. Market liquidity and risk appetite have significantly improved, with funds accelerating into the space. CRCL, as a core asset in this sector, is highly favored by capital. Moving forward, two key points to watch are: first, the Q1 financial report released on May 11 to verify performance realization; second, the final implementation pace of the stablecoin bill. If regulation and fundamental logic continue to align, CRCL is expected to see a new round of valuation growth."