The revised Clarity Act directly cut off the route for stablecoins to pay interest to users, and CRCL plummeted nearly 18% last night. As a result, Cathie Wood not only stayed calm but also invested $11.6 million to buy the dip.
This wave of macro transmission logic is very strong: regulators are stripping the "bank-like" attributes of stablecoins, forcing them to return to the prototype of a payment tool. Without the gimmick of interest, the liquidity premium of stablecoins faces re-evaluation. The short-term selling pressure is indeed large, but Ark's willingness to step in when the knife is at its sharpest clearly indicates a bet on long-term certainty after compliance. Everyone understands Cathie Wood's operating style; she loves to bet on "survivors are kings" under heavy regulation. It’s just uncertain whether this time she caught the bottom or got caught by a flying knife? #ArkInvest #Stablecoin #Macro #CathieWood $CRCL

CRCLUSDT
Perp
94.69
+1.77%