财报后宣布“股份出售”，“稳定币第一股”Circle盘后大跌6%

Core Viewpoint - Circle unexpectedly announced a large-scale stock issuance plan after releasing strong financial results, with a total of 10 million shares being sold, leading to a significant drop in stock price [1] Group 1: Circle's Stock Issuance - Circle and its shareholders plan to sell 10 million shares, with the company issuing 2 million shares and existing shareholders selling 8 million shares [1] - The expected financing scale from this stock issuance is approximately $1.63 billion [1] - Following the announcement, Circle's stock fell over 6% in after-hours trading [1] Group 2: DFDV's Financial Performance - DFDV reported a strong second-quarter performance with earnings per share of $0.84 and revenue of $1.97 million [3] - The company holds over 1.3 million SOL tokens valued at nearly $250 million, with staking operations generating approximately $63,000 in SOL-denominated revenue daily [3][6] - The "per share SOL holding" (SPS) metric increased by 47% to 0.0619, with a long-term target of reaching 0.165 by June 2026 and 1.000 by December 2028 [3][6] Group 3: DFDV's Strategic Positioning - DFDV aims to differentiate itself from traditional Bitcoin treasury models by focusing on Solana, which is expected to provide stronger fundamentals and long-term potential [8] - The company emphasizes deep integration with the Solana ecosystem, operating its own validator infrastructure and participating in DeFi protocols [9][10] - DFDV's management highlights a commitment to transparent and sustainable growth, avoiding excessive leverage and speculative assets [11]