随着新兴稳定币OUSD的出现,Circle CEO公开强调USDC的网络优势。Bernstein分析指出,OUSD可能成为Circle与Tether双头垄断的最强挑战者,但仍存在治理、运营及收入分成等未解决的核心问题。
OUSD Could Break Stablecoin Duopoly
As OUSD (Ondo USD) gains traction, Circle CEO has publicly highlighted the network advantage of USDC. In a recent note, Bernstein said OUSD could become the strongest new challenger to the Circle-Tether duopoly. However, the report flagged unresolved questions around governance, operations, and revenue sharing, suggesting that significant hurdles remain before OUSD can truly disrupt the market.

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