MEXC에서 Coinbase, 채굴 기업, 블록체인 관련 주식, 그리고 암호화폐 시장이 관련 주식에 미치는 영향을 다루는 최신 암호화폐 주식 뉴스를 팔로우하세요.MEXC에서 Coinbase, 채굴 기업, 블록체인 관련 주식, 그리고 암호화폐 시장이 관련 주식에 미치는 영향을 다루는 최신 암호화폐 주식 뉴스를 팔로우하세요.
2026-07-28 화요일

암호화폐 주식 뉴스

블록체인 관련 주식, 암호화폐 채굴 기업, Coinbase 및 암호화폐 관련 주식의 움직임을 확인하세요.
CRCL Selloff Explained: Russell Growth Removal and Open USD Pressure Reprice Circle’s Stablecoin Story

CRCL Selloff Explained: Russell Growth Removal and Open USD Pressure Reprice Circle’s Stablecoin Story

Circle Internet Group ($CRCL) came under pressure after being removed from several Russell Growth-related benchmarks during the latest Russell reconstitution. The index move matters because many passive funds, benchmark-aware portfolios, and rules-based institutional mandates use Russell indexes as part of their portfolio construction. When a stock leaves a widely followed benchmark, some investors may need to rebalance exposure, even if their long-term view of the company has not changed. But the Russell adjustment is only one part of the story. The deeper issue is that the market is reassessing Circle’s identity as a public stock. Is CRCL still being valued as a high-growth crypto infrastructure leader, or is the market starting to treat it more like a financial infrastructure company whose economics depend on interest rates, reserve income, stablecoin distribution, and competitive pressure? That debate became more urgent after the launch of Open USD, a new stablecoin initiative backed by a consortium involving major payments and crypto players, including Visa, Mastercard, and Coinbase. Reuters reported that Open Standard brings together more than 140 businesses and plans to issue Open USD, a U.S.-dollar-pegged stablecoin expected to go live later this year. For traders, the key question is whether the recent CRCL selloff is mostly technical index-related pressure, or whether it marks a broader valuation reset for the first major stablecoin stock.

Gold at $4,000: Time to Buy?

Gold at $4,000: Time to Buy?Gold at $4,000: Time to Buy?

Central banks buy. $5K in sight, but rates weigh.