6.8 Stablecoins Open USD发布后，Circle股价一度下跌16%。该稳定币获140多家巨头支持，市场担忧USDC地位，但部分分析师认为反应过度。
Circle Internet Group的股价在Open USD发布后大幅下跌，跌幅高达13%至16%。Open USD是一种由超过140家大型企业（包括Visa、Mastercard、BlackRock、Stripe、American Express和Coinbase）支持的新型稳定币。其具备无成本铸造和回购、储备收益分配以及协作治理等优势，对Circle的核心产品USDC构成直接威胁。 这一消息引发投资者对Circle能否保持企业级稳定币市场主导地位的担忧，导致交易量激增，公司估值也被重新评估。然而，部分分析师认为市场反应过度，依然看好USDC未来，认为其竞争优势难以被轻易复制。 Open USD的入场有望重塑行业格局，但其实际采用情况及对USDC市场份额的影响仍存在不确定性。
Circle shares closed down 17.55% on Tuesday due to Open USD competition, analysts say concerns are 'overblown'
Circle (CRCL) Drops 16% After Major Coalition Unveils Open USD Rival
Banco William Blair considers the drop of Circle exaggerated following the launch of Open USD.
Circle stock tumbles as a rival stablecoin enters market
Circle's shares fall as Open USD competes with USDC
Circle (CRCL) Stock Plunges 13% as Major Firms Unite Behind Competing Stablecoin
Circle Stock Falls 15% as New Rival Stablecoin Targets USDC’s Enterprise Users
