
OKG | 歐科雲鏈|Jun 06, 2025 09:46
🚀 OKG Research: Circle’s stock soared +168.48 % on Day 1, marking the first “regulatory-dividend” play for stablecoins and ushering Web3 into a policy-driven era.
📅 June 5 — Circle became the world’s first company built around a stablecoin to ring the NYSE bell. It closed at 83.23 and was already up another 15 %+ in pre-market trading on June 6.
💰 Early Chinese backers— @IDGCapital , #BaiduVenture, #Yixin, #ChinaEverbright, #CICCAlpha, @BITMAINtech , #HuaxingCapital —are now sitting on 20-90× paper returns.
🏛 More than just a crypto IPO: a regulatory endorsement of the stablecoin compliance pathway. Circle timed its debut perfectly, just days before the anticipated passage of the #GENIUSAct , stacking “regulatory clarity + market repricing” for maximum lift-off.
🧭 OKG Research insight — Toward “a bank-style yield model” valuations
Circle upsized its offering to 31 for 34M shares raising 1 B+, -- up from the previous plan of 24M shares at 24–26 apiece, clearly reflecting a market that now prices stablecoins as “USD-pegged, federally supervised” assets.
Stablecoins are emerging as digital-dollar vehicles recognized by global capital.
🌐 Tech-driven Web3 companies are poised to reap the regulatory dividend, and Circle’s breakout offers a blueprint for how policy clarity can turbo-charge real-world adoption.
These capabilities bridge the last mile from “compliant issuance” to “main-stream use cases”, making infra providers the core beneficiaries of the new regime.
🔍 OKG Research takeaway
🟢Circle’s listing unlocks both policy and capital channels. The next growth curve won’t be about mint volume; it will reward whoever best connects post-compliance stablecoins to applications.
🟣From the 🇺🇸 US to 🇭🇰 Hong Kong, regulatory anchors are expanding the sandbox—paving the way for Web3 mass adoption. 🌟
#CircleIPO #Stablecoins #DigitalDollar #GENIUSAct #CryptoRegulation #Web3 #RegTech #FinTech #PolicyDriven #InstitutionalCrypto #DeFi #OKGResearch
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