3月3日消息，稳定币发行商Circle股价延续强劲上涨势头。数据显示，该公司股票周一再度上涨约15%，自发布2025年第四季度财报以来累计涨幅已接近60%。在加密市场回暖、稳定币需求增长以及美国监管环境逐渐明朗的背景下，投资者对Circle的关注度持续升温。
财报数据显示，Circle旗下稳定币USDC规模同比增长72%，总供应量达到约753亿美元。同时，公司全年营收同比增长77%，达到7.7亿美元。尽管因首次公开募股相关补偿支出，公司第四季度出现净亏损，但市场更关注其稳定币业务的扩张潜力。数据显示，CRCL股价目前约为96美元，在过去一个多月内累计上涨超过70%。
分析人士认为，此轮上涨主要受到多重因素推动，包括空头回补、稳定币需求增长以及美国稳定币监管框架逐渐清晰。其中，《GENIUS法案》的推进被视为重要催化剂之一。该法案旨在建立针对稳定币发行和监管的法律体系，为数字支付基础设施提供更明确的政策环境。
与此同时，加密市场整体表现相对稳定。比特币价格在中东局势紧张引发短暂波动后重新企稳，目前维持在约68,000美元附近。美国总统特朗普此前宣布启动名为“Operation Epic Fury”的军事行动，加剧了地缘政治不确定性，但加密资产并未出现大幅回调。
Derive研究主管Sean Dawson指出，稳定币需求正在持续扩大，这使得与稳定币相关的上市公司成为近期资本市场的关注重点。他表示，监管政策逐渐明朗以及稳定币在数字经济中的应用场景扩大，使得Circle被视为较为稳健的加密基础设施企业。
部分市场观察人士还认为，Circle的商业定位正在发生变化。Swyftx分析师Pav Hundal表示，越来越多投资者不再将USDC视为单纯的加密资产，而是将其看作未来数字支付网络的重要组成部分，特别是在人工智能自动化交易和智能代理经济逐渐发展的背景下。
此外，Presto Labs研究主管Peter Chung指出，USDC今年的供应量变化略微上升，而另一主要稳定币供应量则出现小幅下降。随着预测市场等新应用场景增加，稳定币在链上支付与流动性管理中的作用正在不断扩大。
业内人士认为，如果未来稳定币监管政策进一步完善，Circle可能继续受益，其股价走势也将与全球稳定币市场扩张密切相关。
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