Dan Bin: Has established a position in Circle, whose stock price is expected to usher in a new round of growth

ChainCatcher News, 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 rally is the significant progress made on the U.S. ‘Clarity Act’ (CLARITY Act). The Senate reached a compromise on the stablecoin regulation provisions, clearing the main disagreements hindering the bill’s progress, completely alleviating long-term regulatory uncertainty in the industry, and opening long-term growth space for leading compliant stablecoins like Circle.

The market generally expects that, as the regulatory framework is implemented, the compliance advantages of USDC will be further strengthened. In emerging scenarios such as cross-border payments and AI smart contract trading, market share is expected to continue increasing. On the fundamentals, Circle’s core business is entering a period of explosive growth. The circulation of USDC issued by Circle has surpassed $79 billion, hitting a new all-time high, with reserve asset interest income increasing significantly. The company’s Q1 2026 profit forecast is clear, and its performance fundamentals continue to solidify.

Meanwhile, a new industry narrative of AI + stablecoins is emerging. USDC, as the underlying currency for on-chain transactions, has its value positioning fully upgraded. The market is continuously reshaping its valuation from ‘crypto cycle stocks’ to ‘Web3 + AI infrastructure targets.’ Additionally, the overall crypto market sentiment has warmed, providing further momentum for stock price increases. Bitcoin once broke through the $80,000 mark, driving a collective rally in crypto concept stocks. Market liquidity and risk appetite have significantly improved, with funds accelerating into positions. CRCL, as a core target in this sector, is highly favored by capital.

Going forward, two key points require close attention: 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 uplift.