Gate News 消息，3 月 25 日，10x Research 分析指出，稳定币经济之争已在 Circle 与某 CEX 之间展开。Circle 股价近期单日下跌约 20%，部分投资者将其归因于 CLARITY 法案带来的不确定性，但亦有观点认为该法案将构成结构性利好。Circle 支持联邦层面的稳定币监管框架，以换取 USDC 的机构合法性与长期扩张空间，而某 CEX 则更侧重通过收益型余额实现短期盈利，两者在商业模式上形成对立。在监管框架下，Circle 或放弃部分高利润分销模式，但将获得更具持续性的"监管确定性"，有望推动机构采用、全球结算场景及与传统金融体系的深度融合。10x Research 补充指出，基于当前市场环境，将重新审视此前提出的"做多 Circle、做空某 CEX"观点并评估该策略是否仍然有效。
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