In the last two days, I have seen many discussions among friends regarding $CRCL. My personal opinion has remained consistent with what I said a long time ago, which is that if USDC continues to rely on the earnings from U.S. Treasury bonds as its main source of profit, then whether it is Open USD or Close USD, any stablecoin that has opportunities in the payment field will damage USDC's stock price.

I believe the recent decline of CRCL is not simply due to Open USD. Whether Open USD can officially operate is uncertain, but behind it, payment channels are already willing to pay for stablecoins, and there are companies and institutions willing to use stablecoins for payments.

The market is not buying CRCL because it is not feasible, but rather because Visa and MasterCard are doing this exceptionally well. Just by looking at how much these two stocks have risen in the past two days, it is clear that the market doesn't believe Open USD can overthrow CRCL, but rather thinks that Visa and MasterCard have finally figured it out.

Therefore, whether Open USD and so many associations and companies can succeed is not important; what matters is that Visa and MasterCard are willing to engage in this matter. As long as these two companies are willing to do it, then establishing a stablecoin ecosystem is still not an issue.

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