市场对Circle的IPO兴趣浓厚。该公司承销商将发行价定为每股31美元，高于预期的27至28美元区间。OEXN认为，发行股数也从3200万股 增加到3400万股。Circle在纽约证券交易所的股票代码为"CRCL"。 从收入角度看，Circle的增长令人瞩目，从2020年的1500万美元增长到2024年的17亿美元。OEXN表示，稳定币发行商通过收取其持有的储 备资产的利息来盈利，这些资产用于支持其稳定币的价值。Circle表示，USDC由"现金、短期美国国债以及与全球领先银行的隔夜美国国债 回购协议"支持。 Circle的上市正值特朗普政府和加密货币行业推动立法以规范稳定币发行商在美国的运营之际。OEXN表示，上个月，一项获得两党支持的 参议院法案取得了进展。稳定币领域的竞争也在加剧，一家部分由特朗普家族拥有的加密货币企业最近推出了自己的稳定币USD1。Circle 表示，其长期的市场记录和价值观——公司称其使命是"通过无摩擦的价值交换提升全球经济繁荣"——将帮助其在稳定币领域脱颖而出。 稳定币发行商Circle Internet Group在纽约证券交易所（NYSE）的首次公开募股（IPO）首日表现强劲 ...

智通财经6月6日电，"稳定币第一股"Circle美股盘前一度涨超20%，昨日上市首日收涨168%。 ...

"稳定币第一股"Circle美股盘前一度涨超20%，现涨16%。 ...

在全球各地纷纷推进稳定币合规化之际，稳定币"第一股"Circle周四正式在纽交所上市。 上市首日，Circle开盘涨122.58%，报66.75美元，随后再次跳涨，盘中最高涨幅超234%，引发市场高度关注。 因价格涨幅波动性过大，Circle盘中触发临时熔断，随后恢复交易。 最终，Circle上市首日的收涨168.48%，报83.23美元/股，总市值达185.22亿美元。 这是自2021年Sono Group上市以来，美国IPO募资超过1亿美元的公司上市首日涨幅最大的一次。 截至收盘，Circle当日的交易量约为4600万股，远远超过其可供交易的自由流通股数量。 稀缺性明显 继Coinbase、Mara Holdings和Riot Platforms之后，Circle成为了美国市场上为数不多的纯加密货币上市公司之一，这也是Circle第二次尝试上市。 与其他加密货币公司不同的是，Circle的IPO是稳定币公司首次公开上市，其稀缺性或许能让投资者更容易抛开对潜在长期竞争威胁以及利率下降可能对盈 利造成冲击的担忧。 据了解，Circle的大部分收入来自美国国债和其他支撑其代币价值的收益型工具。相比之下，像Coi ...

Group 1: Uber's Interest in Stablecoins - Uber Technologies is considering the use of stablecoins for cross-border money transfers to reduce costs and improve efficiency [2][3] - CEO Dara Khosrowshahi expressed interest in stablecoins during an interview, highlighting their potential benefits for the company [2] Group 2: Benefits of Stablecoins - Stablecoins can address issues related to settlement time, cost, and access to dollars in cross-border transactions, allowing for faster and cheaper transfers compared to traditional methods [3] - Traditional cross-border transfers can take up to five business days and incur high fees, while stablecoins can reduce settlement costs significantly [3] Group 3: Industry Trends - Other companies, such as Meta, are also exploring stablecoins for cross-border payments to avoid high fees associated with traditional payment methods [4] - Banks and FinTech companies are recognizing the potential of stablecoins in transforming the cross-border payments market [5] Group 4: Circle's Market Activity - Circle Internet Financial's shares tripled in price upon its debut on the New York Stock Exchange, indicating strong market interest in stablecoin-related companies [6] - Circle launched its stablecoin-powered cross-border payments network, the Circle Payments Network (CPN), aimed at facilitating mainstream use of stablecoins [7]

Group 1 - Circle, a major issuer of USDC stablecoin, closed its first trading day at $83.23 per share, representing a 168% increase from its IPO price of $31 [1] - The strong performance of Circle's IPO may influence institutional investors to set higher IPO prices for upcoming listings, including Omada Health and Klarna [2] - Circle's initial market value was set at $6.1 billion based on its IPO price, which was lower than its last private market valuation of $7.7 billion from April 2021; however, its market capitalization rose to $16.7 billion by the end of trading [3] Group 2 - Circle's IPO success follows a trend of companies pricing their IPOs below previous private market highs, which may not deter startups from going public [4] - This IPO marks Circle's second attempt to go public, having previously planned a SPAC merger in 2022 at a $9 billion valuation [4] - Major shareholders of Circle include General Catalyst and IDG Capital, holding approximately 8.9% and 8.8% of shares respectively, along with other significant venture investors [6]

Core Viewpoint - Meta Platforms is reportedly exploring the use of stablecoins in its business, revisiting a concept it previously attempted with Libra, which ultimately failed due to regulatory issues and reputational risks [1][2][12] Group 1: Historical Context - Meta's first attempt at stablecoins was Libra, launched in June 2019, which faced significant challenges leading to its failure [1][2] - The Libra Association, intended to govern Libra independently, lost key members like Mastercard and Visa by October 2019, and Meta later rebranded Libra as "Diem," which also failed due to opposition from the Federal Reserve [2][12] Group 2: Current Business Landscape - Since 2019, the cryptocurrency industry has evolved significantly, prompting Meta to reconsider its approach to stablecoins [3][11] - Meta's international advertising revenue has increased substantially, with an annual rate approximately $62 billion higher compared to Q1 2019, and nearly 56% of this revenue now comes from outside the U.S. and Canada [8][10] Group 3: Potential Benefits of Stablecoins - Stablecoins could reduce transaction friction and costs, allowing payments to be made as easily as sending a photo, which could enhance user engagement on Meta's platforms [6][10] - Utilizing stablecoins for payments to content creators could help Meta avoid high wire transfer fees, potentially increasing profit margins and encouraging more creators to engage with Meta's platforms [10][12] Group 4: Market Trends and Future Prospects - The total value of stablecoins has grown to $230 billion as of March 2025, a 30-fold increase over five years, with projections suggesting it could reach $1.6 trillion by 2030 [11] - Regulatory acceptance of stablecoins is improving, with global regulators developing frameworks that could legitimize stablecoins within the financial system [11][12]

Circle马上将于周四在纽约证券交易所上市，股票代码为"CRCL"，发行价定在每股31美元，远高于此前 预计的价格区间。根据最新交易数据显示，其开盘价可能在每股45至47美元之间，较发行价高出45%至 52%。 加密货币市场的狂热情绪正在强势回归。智通财经APP获悉，全球领先的稳定币发行商，Circle Internet Group的首次公开募股（IPO）受到了投资者的热烈追捧，成为近期华尔街焦点。 以发行价计算，Circle的市值约为68亿美元；若加上期权、认股权证及承销商可能购入的额外股份，公 司整体估值接近80亿美元。此次IPO将为Circle筹资约11亿美元。 华尔街人士普遍预期本次发行将出现超额认购。一位大型券商的交易董事表示，此次Circle的股票"供不 应求"，市场需求远超实际可供股份。 Circle本周早些时候已上调发行价区间，从原本的24至26美元提高至27至28美元，同时多次调高发行股 数，从最初的2600万股增至3200万股，最终定为3400万股，充分体现投资热情。 该公司是稳定币USDC的发行方，USDC是一种与美元挂钩的加密货币，其价格基本维持在1美元，被称 为"稳定币"，因其价格 ...

Group 1: Growth Stocks Overview - Investing in growth stocks can yield significant returns over time, with some stocks providing rapid payoffs [1] - Notable growth stocks include Strategy, Mara Holdings, and Verona Pharma, which have shown impressive gains over the past five years [2] Group 2: Strategy (formerly MicroStrategy) - A $15,000 investment in Strategy five years ago would now be worth approximately $458,000, despite a decline in its core technology business [4] - Strategy is the largest corporate holder of Bitcoin, with over 500,000 coins, and its stock performance is closely tied to Bitcoin's market value [5] - The stock is considered highly speculative, with its valuation contingent on the strength of the cryptocurrency market [6] Group 3: Mara Holdings - A $15,000 investment in Mara Holdings would have grown to about $290,000 over the past five years, despite a significant drop in value since early 2022 [7] - The company's financial performance has been volatile, with losses exceeding $694 million in 2022 and a profit of $541 million in 2024, heavily influenced by the market value of Bitcoin [8] - Similar to Strategy, Mara's valuation is speculative and depends on Bitcoin's performance [9] Group 4: Verona Pharma - A $15,000 investment in Verona Pharma would now be worth $267,000, contributing to a total portfolio value of around $1.02 million when combined with the other two stocks [10] - The stock gained momentum after FDA approval for Ohtuvayre, a treatment for chronic obstructive pulmonary disease, which analysts predict could generate over $1 billion in annual revenue by 2029 [11] - Despite incurring a loss of over $173 million last year, Verona is on a positive trajectory with Ohtuvayre beginning to generate sales, making it a more attractive investment option [12]

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