It is reported that investors from an investment institution stated that a rate cut of 100 basis points would result in a decrease of $618 million (-23%) in annual total revenue for interest-sensitive companies like Circle, a decline of $303 million (-30%) in gross profit, and a drop of 3.3 percentage points in profit margins; the valuation will rise from 42 times EV/annual gross profit to 60.4 times (a premium of about 50%). To offset the impact, the circulating supply of USDC needs to increase by $28 billion (equivalent to the current 640.

USDC0.01%
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GweiWatchervip
· 08-16 18:56
Circle lost this round.
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CryptoDouble-O-Sevenvip
· 08-15 11:49
Circle is too miserable, sad.
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BrokenYieldvip
· 08-14 01:33
lmao circle's risk model is basically a house of cards... another lehman moment waiting to happen tbh
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AirdropHuntervip
· 08-14 01:23
Is this the data? It's worse than a pie chart I drew myself.
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tx_pending_forevervip
· 08-14 01:17
Where did so much Intrerest Rate data come from zzz
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ChainWallflowervip
· 08-14 01:07
Intrerest Rate play people for suckers ah
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SchrodingersFOMOvip
· 08-14 01:06
Circle can't go on.
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