#加密概念美股
🚀 1. Top Enterprises Perform Brightly: Circle (First Stock of Stablecoin)
Stock Price Soars
Circle (CRCL) has continued to surge since its IPO at $31 on June 7. As of June 16, the closing price reached $151.06, with an intraday high of $165.60, accumulating a nearly 390% increase in ten days of trading, and its market capitalization skyrocketing to approximately $36.7 billion, becoming the core driving force of this round of cryptocurrency concept stock market.
Industry Position
As the first compliant stablecoin company to list on the U.S. stock market, its surge marks the recognition of on-chain financial infrastructure by mainstream capital markets, regarded by the industry as a milestone of "cryptocurrency compliance".
📈 2. Collective Movement of Cryptocurrency Concept Stocks
Driven by expectations of the passage of the U.S. stablecoin bill, several related stocks have significantly risen (as of June 18 data):
Kindly MD: Single-day increase of over 28% (intraday peak)
SharpLink Gaming: More than 10% increase
Cantor Equity Partners: Pre-market increase of over 7.7%
Hyperscale Data, Canaan Inc. (CAN), TeraWulf (WULF): All increasing over 3%-1%
⚖️ 3. Policy Catalyst: Breakthrough Progress of the "GENIUS Act"
Core Content of the Bill
On June 17, the U.S. Senate passed the "2025 U.S. Stablecoin Guidance and Innovation Act" (GENIUS Act), establishing a federal regulatory framework for stablecoins pegged to the U.S. dollar for the first time, requiring issuers to hold cash or highly liquid assets as reserves.
Subsequent Processes and Expectations
The next step will be to submit it for a vote in the House of Representatives, and after approval, it will be signed into effect by President Trump. Trump has publicly expressed the hope to complete the signing before Congress recesses in August, with strong expectations for policy implementation.
Market Impact
The bill clarifies the legal status of stablecoins, significantly reducing policy uncertainty, directly promoting the valuation reconstruction of compliant enterprises like Circle, and driving up the entire cryptocurrency financial industry chain concept stocks.
💎 4. Market Trend Interpretation
Nature of the Market Shift
This round of increase not only reflects the volatility of cryptocurrency prices but also points to a systematic reevaluation of on-chain financial infrastructure on Wall Street, especially for compliant track enterprises such as "stablecoin issuers" and "on-chain asset custodians".