但斌300万u买Circle，昨晚大涨今天出来表功了，他觉得后续看
1. 511财报
2. 稳定币法案落地节奏
3. AI+USDC叙事
这位国内大V+百亿私募管理人，去年底刚清仓Coinbase和Bitmine，亏损2200万u离场
From X
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