#加密概念美股

📌 With the passage of the U.S. 'GENIUS Acts' stablecoin bill, Coinbase (COIN) and Circle (CRCL) become the biggest beneficiaries. Coinbase's stock surged by 16–17% during the day to around $296, as its USDC payment platform and stablecoin revenue make up its second largest source of income. Circle's stock has risen over 120% since its IPO and continues to benefit from the positive support of the bill.

📌 Traditional financial giants like Visa, Mastercard, and PayPal have slightly pulled back, with significant funds flowing into crypto-native companies, reflecting market expectations for the implementation of virtual asset scenarios.

📌 Additionally, several companies are promoting 'Bitcoin treasury strategies,' including Strategy, Trump Media, and SoftBank, incorporating BTC into their financial assets, demonstrating long-term confidence in crypto assets at the corporate level.

📌 Overall, crypto concept stocks benefit from regulatory clarity and institutional capital entering the market, showing strong upward momentum in the short term; however, the overall market is also affected by macroeconomic factors, interest rates, and geopolitical risks, so investors still need to balance volatility with strategic positioning.

⸻