Bitwise：Circle 支付基础设施被市场严重低估，稳定币市场或扩张至 5 万亿美元
深潮 TechFlow 消息，8 月 11 日，据 CoinDesk 报道，Bitwise 研究主管 Ryan Rasmussen 在接受采访时表示，随着稳定币市场从当前约 3000 亿美元规模扩张至 3 万亿至 5 万亿美元，Circle 的市场机会正被投资者严重低估。他指出，市场目前仅关注 Circle 的储备收益业务，而忽视了其正在构建的支付基础设施这一"第二增长曲线"，并将 Circle 的长期潜力类比于 Visa和 Mastercard。Rasmussen 还提到，Circle 旗下 Arc 区块链作为专为稳定币支付设计的 Layer-1 网络，能否被传统金融体系采纳整合，将是未来一年的核心观察指标。他预判，"五年后回望，Circle 将不仅是稳定币巨头，更是支付巨头。"
Bitwise: Circle's payment infrastructure severely undervalued, stablecoin market may expand to $5T
TechFlow citing CoinDesk: Bitwise research head Ryan Rasmussen says as the stablecoin market expands from ~$300B to $3-5T, Circle's market opportunity is severely underestimated. The market focuses only on Circle's reserves business while ignoring its 'second growth curve'—payment infrastructure—comparing Circle's long-term potential to Visa and Mastercard. Arc, Circle's L1 designed for stablecoin payments, is a key watchpoint for traditional finance adoption.