Circle CEO 近期公开评论 USDC 的网络优势,暗示其在与 OUSD 的竞争中占据先机。Bernstein 分析认为,OUSD 有望成为 Circle 与 Tether 双寡头格局的有力挑战者,但同时也指出了 OUSD 在治理、运营和收益分配方面仍未解决的疑问。
Circle CEO Touts USDC Network Advantage
The CEO of Circle recently emphasized the network effects and infrastructure advantages of USDC, describing them as critical to maintaining its leading position in the stablecoin market.

OUSD Could Become Strong New Challenger
According to Bernstein, OUSD has the potential to become the strongest new challenger to the Circle-Tether duopoly. However, Bernstein flagged unresolved questions around governance, operations, and revenue sharing.
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