最新报道:William Blair initiated coverage of Circle Internet Group (CRCL) with an "outperform" rating, positioning the USDC issuer at the forefront of a "seismic shift" as stablecoins transition from crypto trading to mainstream payments and corporate treasury flows. The firm estimates a $20 trillion addressable market for cross-border payments, with USDC poised to capture a third of the global stablecoin market, reaching $220 billion by 2027. Circle's upcoming products, like the Arc blockchain and Payments Network, could drive tens of billions in transaction revenue. Bernstein echoed this outlook, citing regulatory compliance and partnerships with Coinbase and traditional processors as growth drivers. Stablecoins may cut international transaction costs by up to 90%, with Circle trading at $137.