Dan Bin: Circle Investment Established, Stock Price Expected to Rise

On May 5, renowned investor and Chairman of Shenzhen Dongfang Port Bay Investment Management Co., Ltd., Dan Bin, posted on social media stating, "Due to a strong recommendation from researchers, I have invested in Circle Internet Group (CRCL.US). CRCL saw a significant surge on Monday, becoming one of the standout performers in the U.S. stock market that day. The core catalyst for this surge is the key progress made on the U.S. CLARITY Act, which has reached a compromise on stablecoin regulatory provisions in the Senate, clearing the main disagreements and completely alleviating the long-term regulatory uncertainties in the industry. This opens up long-term growth opportunities for compliant stablecoin leaders like Circle. The market generally expects that as the regulatory framework is established, the compliance advantages of USDC will be further strengthened, with market share likely to continue increasing in emerging scenarios such as cross-border payments and AI-driven transactions. On the fundamental side, Circle's core business is entering an explosive growth phase. The circulation of USDC issued has surpassed $79 billion, setting a historical high, and the interest income from reserve assets has significantly increased. The company's profit expectations for the first quarter of 2026 are clear, and the fundamental performance continues to strengthen. At the same time, a new industry narrative of AI + stablecoins is emerging, with USDC being upgraded as the foundational currency for on-chain transactions, and the market is continuously pushing forward the valuation reshaping process from "crypto cyclical stocks" to "Web3 + AI infrastructure targets." Additionally, the overall sentiment in the crypto market is recovering, providing further momentum for stock price increases. Bitcoin once broke through the $80,000 mark, driving a collective strength in crypto concept stocks, significantly enhancing market liquidity and risk appetite, and accelerating capital inflow. CRCL, as a core target in this track, is favored by investors. Moving forward, two key points need to be closely monitored: first, the release of the first-quarter financial report data on May 11, which will verify the performance realization; second, the final implementation timeline of the stablecoin bill. If the regulatory and fundamental logic continues to materialize, CRCL is expected to welcome a new round of valuation increases.