伯恩斯坦：USDC 供给一周激增 17 亿美元，Circle 受益数字美元扩张周期

伯恩斯坦：USDC 供给一周激增 17 亿美元，Circle 受益数字美元扩张周期

2026-08-25 10:55

ChainThink 消息，8月24日，据伯恩斯坦研报，USDC 供给在 8 月最后一周激增约 17 亿美元，结束近 6 个月横盘下滑趋势。

Circle 股价自 OUSD 竞争担忧引发的暴跌后已反弹 42%。伯恩斯坦维持 Circle“跑赢大盘”评级，目标价 140 美元，较当前股价有 59% 上行空间。

伯恩斯坦认为，宏观利率环境、链上资本市场扩张、稳定币支付普及和 AI 代理支付是新一轮稳定币扩张周期的四重驱动因素。

ARC 区块链将于 9 月 16 日上线，已吸引贝莱德、DTCC、万事达、Visa 等机构作为创始验证节点；

DTCC 将把托管资产代币化上链，Marex 已完成首笔稳定币担保的衍生品保证金交易。

2025 年稳定币调整后交易量约 11 万亿美元，2026 年截至 7 月年化运行率约 17 万亿美元，同比增长 60%。USDC 市场份额从 40% 升至 60% 以上。

x402 协议 8 月处理约 2000 万笔交易，USDC 占其交易量 99% 以上。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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