#加密概念美股 Circle's surge: Is it real growth or just hype?

Recently, the most explosive news in the crypto circle is Circle's stock price soaring 34% in one day. The direct reason is that the 'GENIUS Act' has given stablecoins an 'ID card'. This wave of market looks fierce, but after careful consideration, I found it's not all a bubble. After all, big institutions are now willing to invest real money, which indicates that the market indeed recognizes this sector.

However, we must remain calm. In the short term, market sentiment is indeed overheated, and a pullback is possible. But in the long run, with stablecoins having a legal identity, it essentially opens the green light for the entire crypto industry. Following this, well-established exchanges like Kraken and Gemini are likely to follow suit and go public, after all, who wouldn't want to take advantage of this opportunity?

But I want to remind everyone, not all crypto companies are worth chasing. Those that only make grand promises without actual revenue will eventually reveal their true nature. Investments should still focus on fundamentals, such as Circle having USDC as its cash cow, which is the hard truth.

In summary, this wave of market has solid policy support, but short-term fluctuations are inevitable. I suggest ordinary investors not to blindly chase highs, but to wait for a pullback and then gradually allocate their investments for more stability.