Gino_Tsang
2026.04.20 10:47

Let's wait and see together 😄$Circle(CRCL.US)

LongPort - 潘驴邓晓闲缺一
潘驴邓晓闲缺一

Circle:1000 亿估值的底层逻辑

https://mp.weixin.qq.com/s/n8rWThl8gOmdHTLLrnYfww $Circle(CRCL.US)我给 Circle 的长期估值是 1000 亿美元。很多人觉得这个数字很夸张,但只要把账算清楚,就会发现这是一个留足了安全边际的底线估算。从 2 月底 50 美元附近开始持续买入到现在,我的核心逻辑没有任何变化。今天结合刚刚拿到的产业链数据...

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