Coinbase，Circle和Stablecoin法案：天才的举动？

天才行为可能是Coinbase和Circle的游戏规则改变者，为Stablecoin统治铺平了道路。炒作是正当的吗？让我们潜水。

The buzz around Coinbase (COIN), Circle (CRCL), and the Stablecoin bill (GENIUS Act) is deafening. With potential regulation changes on the horizon, things are heating up for these players in the crypto world. This bill seeks to require stablecoin issuers to have full asset backing, monthly reserve disclosures and yearly audits for those with over $50 billion in market capitalization. Let's break down what's happening.

Coinbase（Coin），Circle（Crcl）和Stablecoin法案（Genius Act）周围的嗡嗡声震耳欲聋。随着地平线的潜在调节变化，加密货币世界中的这些参与者正在加热。该法案试图要求Stablecoin发行人对拥有超过500亿美元市值的人的全额资产支持，每月储备披露和年度审计。让我们分解发生的事情。

The GENIUS Act: A Win for Coinbase and Circle?

《天才法》：赢得冠军和圈子？

The Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act has crypto enthusiasts buzzing, and for good reason. The Senate's approval of the bill sent shares of both Coinbase and Circle soaring. Circle's shares jumped significantly, and Coinbase also saw a notable rise. This bill establishes the first federal regulatory framework around stablecoin issuance.

指导和建立国家创新为美国稳定者（Genius）法案（Genius Act）具有加密爱好者的嗡嗡作响，这是有充分理由的。参议院对该法案的批准发送了Coinbase和Circle Soaring的股票。 Circle的股票大幅提高，Coinbase也显着上升。该法案建立了围绕Stablecoin发行的第一个联邦监管框架。

Why the excitement? The GENIUS Act allows non-banks to issue stablecoins, a major boon for Coinbase due to its partnership with Circle, the company behind USD Coin (USDC). Coinbase earns a significant chunk of revenue from USDC, making the GENIUS Act potentially very lucrative for them.

为什么兴奋？ 《天才法案》允许非银行签发Stablecoins，这是Coinbase的主要福音，因为它与USD Coin（USDC）背后的公司Circle的合作伙伴关系。 Coinbase从USDC中赚取了很大一部分收入，这使天才对他们来说可能非常有利可图。

Circle's Wild Ride

圈子的狂野骑行

Circle's performance has been nothing short of spectacular. Since going public, their shares have skyrocketed, fueled by positive analyst ratings and the GENIUS Act's progress. Analysts are incredibly bullish on Circle, viewing it as a "TAM/adoption" story. They predict the stablecoin market will explode in the coming years.

Circle的表现简直令人叹为观止。自上市以来，他们的股票飙升，在积极的分析师评级和《天才法案》的进步之前。分析师在圈子上的看法令人难以置信，将其视为“ TAM/收养”故事。他们预测，Stablecoin市场将在未来几年爆炸。

The House Still Has a Say

房子仍然说

Before we pop the champagne, remember that the House of Representatives needs to pass a version of the bill and reconcile it with the STABLE Act. The STABLE Act is generally less favorable to companies like Coinbase, imposing greater restrictions in certain areas. One of the main differences between the bills regards the issuance of stablecoins by non-financial companies. The final legislation could impact how much Coinbase benefits.

在我们弹出香槟之前，请记住，众议院需要通过该法案的版本并将其与稳定的行为进行调和。稳定的行为通常不利于Coinbase等公司，在某些领域施加更大的限制。法案之间的主要区别之一是非金融公司发行了稳定的股币。最终立法可能会影响共同基础的收益。

The Big Picture: Stablecoins Are Here to Stay

大局：Stablecoins在这里留下来

Regardless of the final details of the stablecoin bill, one thing is clear: stablecoins are gaining legitimacy. Analysts predict massive growth in the stablecoin market, potentially reaching trillions of dollars in the coming years. This growth potential, combined with favorable government policies, positions Coinbase and Circle for significant success.

无论稳定法案的最终细节如何，都很明显：Stablecoins正在获得合法性。分析师预测，在未来几年中，Stablecoin市场的巨大增长可能会达到数万亿美元。这种增长潜力，加上有利的政府政策，立场Coinbase和Circle，以取得巨大的成功。

So, What's the Catch?

那么，捕获量是什么？

While the future looks bright, it's crucial to remember that the regulatory landscape is constantly evolving. Increased regulation could lead to higher compliance costs. It is important to acknowledge potential downsides and unexpected turns in the crypto world.

虽然未来看起来明亮，但要记住，监管景观一直在不断发展，这一点至关重要。法规的增加可能导致更高的合规成本。重要的是要承认加密世界中潜在的弊端和意外转变。

Final Thoughts: Buckle Up!

最终想法：搭扣！

The GENIUS Act has injected a shot of adrenaline into Coinbase and Circle. While there are still hurdles to clear, the momentum is undeniable. Keep an eye on how the House handles the bill – it could determine just how much these companies benefit. One thing's for sure: the stablecoin space is about to get a whole lot more interesting. Now, if you'll excuse me, I'm off to check my crypto portfolio... wish me luck!

《天才法》将肾上腺素的镜头注入了共同基础和圆圈中。虽然仍然有障碍可以清除，但势头是不可否认的。请密切关注房屋如何处理账单 - 它可以确定这些公司受益多少。可以肯定的是：Stablecoin空间即将变得更加有趣。现在，如果您能原谅我，我要去检查我的加密货币组合...祝我好运！