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

Golden Finance reports that on May 5th, well-known investor and Chairman of Shenzhen Dongfang Harbor Investment Management Co., Ltd., Dan Bin, posted on social media stating, "Due to strong recommendations from researchers, I 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 was a key development in the U.S. ‘Clear Act’ (CLARITY Act). The Senate reached a compromise on the stablecoin regulation provisions, clearing the main disagreements hindering the bill’s progress, completely alleviating the industry’s long-term regulatory uncertainty, 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 intelligent agent trading, market share is expected to continue increasing. On the fundamental level, Circle’s core business is entering a period of explosive growth. Its issued USDC circulation 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 of AI + stablecoins is emerging. USDC, as the underlying currency for on-chain transactions, has undergone a comprehensive upgrade in value positioning. The market’s valuation process is continuously advancing from “cryptocurrency cycle stocks” to “Web3 + AI infrastructure targets.” Additionally, the overall crypto market sentiment has warmed, providing further momentum for stock price increases. Bitcoin temporarily 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.
Subsequently, two key points require close attention: first, the Q1 financial report released on May 11th to verify performance realization; second, the final implementation pace of the stablecoin bill. If regulatory and fundamental logic continue to align, CRCL is expected to see a new round of valuation upgrades.