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巴菲兔的钱袋袋666
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
04-01
$Circle Internet Corp.(CRCL)$
驱动因素： 受昨日提交的2026年代理声明（Proxy Statement）正面影响（披露2025年营收增长64%、储备收入达27亿美元、USDC交易量大增等强基本面）； Baird重申Outperform评级并维持138 USD目标价； Solana上USDC持续铸造活跃（近期多次大额mint）提供链上支撑。 短期展望： 短期情绪回暖，有望继续测试100–105 USD阻力位。 若开盘后成交量维持强势且守住98+，反弹动能可能进一步增强。 整体处于Clarity Act余波后的修复通道，基本面（USDC流通量增长 + GENIUS Act框架）仍提供支撑。 风险： Clarity Act yield规则：法案休会期结束后（预计4月13日后重启markup），若出现更严格的银行友好条款，可能引发新一轮回调。 高Beta特性：易出现获利回吐，波动率高。 整体crypto市场情绪或宏观因素（如利率、地缘）仍可能影响走势
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
03-31
$Circle Internet Corp.(CRCL)$
短期（4月初前）： 仍处Clarity Act消化期，波动大。关注下周可能发布的正式文本。若回落至88-92 USD区间，可分批小额加仓；反弹至95-100+可部分减仓锁定。 风险控制： 总仓位控制在资产10-15%以内，设止损（参考88下方）。高Beta股，单日5-20%波动正常。 中长期： 若相信美元稳定币成为主流支付/结算基础设施，继续持有合理。监管尾风（GENIUS Act已落地）+ USDC增长是核心故事。 关注事件： CLARITY Act markup（4月中）、USDC月度数据、Fed利率路径、Circle下次财报。
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
03-26
$Circle Internet Corp.(CRCL)$
又怎么了大小姐？
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264
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2
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
03-18
$Circle Internet Corp.(CRCL)$
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
03-17
$Beyond Meat, Inc.(BYND)$
这股还有人炒吗
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
03-16
$Circle Internet Corp.(CRCL)$
Maga
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
2025-12-24
$叮咚买菜(DDL)$
传言要被京东收购？？
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
2025-11-13
一个是高速公路收费站，一个是会员俱乐部，明显互补大于竞争啊
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
2025-10-22
$Beyond Meat, Inc.(BYND)$
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巴菲兔的钱袋袋666
巴菲兔的钱袋袋666
·
2025-10-22
$Beyond Meat, Inc.(BYND)$
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Internet Corp.(CRCL)$ 驱动因素： 受昨日提交的2026年代理声明（Proxy Statement）正面影响（披露2025年营收增长64%、储备收入达27亿美元、USDC交易量大增等强基本面）； Baird重申Outperform评级并维持138 USD目标价； Solana上USDC持续铸造活跃（近期多次大额mint）提供链上支撑。 短期展望： 短期情绪回暖，有望继续测试100–105 USD阻力位。 若开盘后成交量维持强势且守住98+，反弹动能可能进一步增强。 整体处于Clarity Act余波后的修复通道，基本面（USDC流通量增长 + GENIUS Act框架）仍提供支撑。 风险： Clarity Act yield规则：法案休会期结束后（预计4月13日后重启markup），若出现更严格的银行友好条款，可能引发新一轮回调。 高Beta特性：易出现获利回吐，波动率高。 整体crypto市场情绪或宏观因素（如利率、地缘）仍可能影响走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548958272766080","isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548602821468816,"gmtCreate":1774959718465,"gmtModify":1774962227852,"author":{"id":"3495715807125567","authorId":"3495715807125567","name":"巴菲兔的钱袋袋666","avatar":"https://static.tigerbbs.com/9a90b4068c940d39690e4fa0dc132af9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495715807125567","idStr":"3495715807125567"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 短期（4月初前）： 仍处Clarity Act消化期，波动大。关注下周可能发布的正式文本。若回落至88-92 USD区间，可分批小额加仓；反弹至95-100+可部分减仓锁定。 风险控制： 总仓位控制在资产10-15%以内，设止损（参考88下方）。高Beta股，单日5-20%波动正常。 中长期： 若相信美元稳定币成为主流支付/结算基础设施，继续持有合理。监管尾风（GENIUS Act已落地）+ USDC增长是核心故事。 关注事件： 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markup（4月中）、USDC月度数据、Fed利率路径、Circle下次财报。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548602821468816","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546793854371504,"gmtCreate":1774518100166,"gmtModify":1774518102172,"author":{"id":"3495715807125567","authorId":"3495715807125567","name":"巴菲兔的钱袋袋666","avatar":"https://static.tigerbbs.com/9a90b4068c940d39690e4fa0dc132af9","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495715807125567","idStr":"3495715807125567"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 又怎么了大小姐？","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> 又怎么了大小姐？","text":"$Circle Internet Corp.(CRCL)$ 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