I agree with what Tiaokejun said, and I am also starting to prepare to buy. Coinbase currently has a market capitalization of about $66 billion, of which approximately $900 million (14.6% of revenue) comes from USDC-related earnings. I personally estimate that Circle's independent valuation should be over $10 billion, and this is just calculating Coinbase's earnings, not including Circle's own earnings.

Of course, right now, the main income of $CRCL comes from U.S. Treasury yields, and this portion of income will definitely decrease during periods of monetary easing. If we consider the compliance of U.S. stablecoins, Circle's premium should be a bit higher. The official opening is on June 5th, so let's see how it goes based on the opening situation.

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