William Blair：估值企稳下 Coinbase、Circle 股票布局加密复苏
该行认为 COIN 在上涨 31% 后仍具吸引力，小幅下调其 EBITDA 预估，并预计 USDC 增长将驱动 Circle 下一阶段行情。
Coinbase, Circle shares positioned for crypto recovery as estimates stabilize: William Blair
Blair says COIN offers an attractive entry after a 31% rise, trims its EBITDA estimate and sees USDC growth driving Circle's next leg.