This round of cryptocurrency stocks has three leaders, you can ponder
MSTR, they are a privatized reserve currency
Coinbase, crypto payment channels, banks, brokerages
CRCL, the channel for the third generation of US dollar settlement system
What does any of this have to do with the crypto circle?
It relates to cryptocurrency, but has nothing to do with the crypto circle
If you still can't understand, then cryptocurrency can be divided into two parts, one part is what Americans want to do with crypto, and the other part is what the crypto circle retail investors want to speculate on.