Circle二季报出炉：营收未达预期，为何华尔街分歧依然巨大？
总营收7.01亿美元不及预期，USDC流通量分化，ARC代币收入指引大幅上调，华尔街估值分歧加剧。
Circle Q2 earnings miss expectations; Wall Street divergence widens
Total revenue of $701M missed expectations, USDC circulation showed divergence, ARC token revenue guidance raised significantly, and Wall Street valuation disagreements intensified.