Circle Continuous Surge, the US stock market financial sector is being repriced.

✅ The day after the stablecoin bill passed, Circle's stock price reached a historic high

✅ Concepts like 'on-chain payments' associated with Coinbase, Silvergate, etc., rose accordingly

❌ Traditional payment giants like Visa, Mastercard, and PayPal saw their market values decline

📉 Visa alone evaporated 30 billion USD, what does this mean?

The logic of traditional finance's 'infrastructure' is being rewritten.

Stablecoins are not just DeFi tools, nor just bridges for Web3. They are a new shell of dollar liquidity, a new core clearing and settlement system connecting on-chain and off-chain.

What I personally care about is not how much Circle has risen, but which emerging 'little Nvidia' exist in this sector.

#Stablecoin #Circle #Web3Infrastructure #DollarDigitalization #RWA