我今天開始加倉,希望不要破發。
現在有人敢做多CRCL嗎?
版主: 牛河梁
#5 Re: 現在有人敢做多CRCL嗎?
CRCL到個位數我覺得不會,再次腰斬跌到$40多倒是有可能,美國上市穩定幣目前只此一位,競爭對手USDT還沒有上市。貨幣數字化的趨勢不可逆。
「Tether CEO Paolo Ardoino recently claimed that his company will make $15 billion in profit this year. He added that it has a 99% profit margin, which would be astronomically successful. Of course, we should interpret these comments in light of a rumored impending IPO. Ardoino also stated that its purported $500 billion valuation would be "very cheap," and described turning away investors.」
#6 Re: 現在有人敢做多CRCL嗎?
magagop 写了: 昨天 15:10CRCL到個位數我覺得不會,再次腰斬跌到$40多倒是有可能,美國上市穩定幣目前只此一位,競爭對手USDT還沒有上市。貨幣數字化的趨勢不可逆。
「Tether CEO Paolo Ardoino recently claimed that his company will make $15 billion in profit this year. He added that it has a 99% profit margin, which would be astronomically successful. Of course, we should interpret these comments in light of a rumored impending IPO. Ardoino also stated that its purported $500 billion valuation would be "very cheap," and described turning away investors.」
信口开河的人可够多的
#7 Re: 現在有人敢做多CRCL嗎?
magagop 写了: 昨天 15:10CRCL到個位數我覺得不會,再次腰斬跌到$40多倒是有可能,美國上市穩定幣目前只此一位,競爭對手USDT還沒有上市。貨幣數字化的趨勢不可逆。
「Tether CEO Paolo Ardoino recently claimed that his company will make $15 billion in profit this year. He added that it has a 99% profit margin, which would be astronomically successful. Of course, we should interpret these comments in light of a rumored impending IPO. Ardoino also stated that its purported $500 billion valuation would be "very cheap," and described turning away investors.」
从估值角度看,如果未来利率下行,储备收益减少,而Circle自身的手续费,支付,链上服务收入又没跟上,那么盈利会明显下滑。再叠加高估值修正,锁仓解禁,机构撤离等因素,跌到个位数也不是完全不可能的事。
Tether那边利润惊人,但那是建立在高利率,非上市,信息不透明的条件下。Circle要在监管和公开财报下维持同样利润难度很大。短期可能靠趋势和概念撑估值,但一旦故事讲不动,市场修正往往比想象得狠。
如果长期稳定币赛道发展顺利,行业环境持续改善,CRCL仍有长期潜力,但中短期风险确实不小。
x1
#8 Re: 現在有人敢做多CRCL嗎?
bayman 写了: 昨天 21:15从估值角度看,如果未来利率下行,储备收益减少,而Circle自身的手续费,支付,链上服务收入又没跟上,那么盈利会明显下滑。再叠加高估值修正,锁仓解禁,机构撤离等因素,跌到个位数也不是完全不可能的事。
Tether那边利润惊人,但那是建立在高利率,非上市,信息不透明的条件下。Circle要在监管和公开财报下维持同样利润难度很大。短期可能靠趋势和概念撑估值,但一旦故事讲不动,市场修正往往比想象得狠。
如果长期稳定币赛道发展顺利,行业环境持续改善,CRCL仍有长期潜力,但中短期风险确实不小。
赞分析
读了好几遍 也没有搞清到底小三该怎么做 我是撸了点儿
#9 Re: 現在有人敢做多CRCL嗎?
The market is always forward looking..Lookign ahead, .Rate is entering downward cycle.. Not looking googd for CRCL..
长期竞争必然加剧,CRCL一家独大的现状会被打破。比如PAYPAL开始发行PAYPAL 稳定币了,而且只要稳定币放在PAYPAL,PAYAPAL还付利息给顾客,我不知道如果CRCL这样做股票会跌到哪里。而且各大银行推出稳定币是必然的。现在FED还没加强洗钱管制,而这是迟早的事。。这些对CRCL都不是好消息。。所谓的稳定币最大功能就是洗钱方便,这种情况不会持久。
#10 Re: 現在有人敢做多CRCL嗎?
硅谷炒手 写了: 昨天 22:05The market is always forward looking..Lookign ahead, .Rate is entering downward cycle.. Not looking googd for CRCL..
长期竞争必然加剧,CRCL一家独大的现状会被打破。比如PAYPAL开始发行PAYPAL 稳定币了,而且只要稳定币放在PAYPAL,PAYAPAL还付利息给顾客,我不知到如果CRCL这样做股票会跌到哪里。而且各大银行推出稳定币是必然的。现在FED还没加强洗钱管制,而这是迟早的事。。这些对CRCL都不是好消息。。所谓的稳定币最大功能就是洗钱方便,这种情况不会持久。
分析的太干了
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#12 Re: 現在有人敢做多CRCL嗎?
Ark Invest made a substantial purchase of Circle shares, acquiring 245,830 shares via the ARKK ETF and 70,613 shares through ARKW. Circle’s stock closed at $86.30, down 12.21% on Wednesday, valuing the transaction at approximately $30.5 million.
笑死人了,木头加仓了@96.38, (30.5M/6443)
我靠,还不如让我去给她管账户了


