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Duan Yongping invests in the stablecoin USDC parent company Circle—Duan Yongping makes a move in crypto stocks! For his first position in Circle, what is he betting on?
Bullish reasoning:
1. The growth in USDC’s circulating supply is fast enough to offset the impact of declining reserve yield.
2. Arc is able to generate substantial fee revenue, and partially replace or extricate itself from the partnership agreement with Coinbase.
3. Agent Stack can establish a foundational position in the intelligent agent payments space before Stripe can leverage its scale to crush the competition.
Do you think he can succeed? #TradFi交易分享挑战 $BTC