$USDC Are we facing a new wave of resilient crypto-IPO or is it just a loud noise?
Catalysts:
• GENIUS Law: Green light from the regulator! This attracts large investors (institutional) looking for safety and clear rules. Less risk = more capital.
• Circle (CRCL) debut: Demand was massive. This demonstrates that there is an insatiable appetite for serious and regulated crypto companies in traditional markets.
Is there real demand or is it temporary FOMO?
Answer: a mix of both.
• Real demand: Institutional money is seriously entering the game. They are looking for stable business models, like Circle, that generate revenue from USDC reserves. This is a bet on the long-term infrastructure of crypto.