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The valuation re-evaluation market catalyzed by the Circle stablecoin bill is coming to fruition
The U.S. Clarity Act has made key progress, with the White House aiming for implementation before July 4th, and compliant stablecoins will be officially incorporated into the regulatory framework
As the issuer of USDC, Circle is the core beneficiary of this round of policy dividends, with the stock price rising nearly 30% over the past 5 days, reflecting the market's valuation of its leading compliance position
Combined with the progress of DTCC tokenizing U.S. stocks, Circle's payment infrastructure value is being continuously re-evaluated