---
title: "Is Circle's 543% monthly surge just the beginning? The stablecoin investment opportunity is here!"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/30887609.md"
description: "Recently, the US stock market has been dominated by an old acquaintance—stablecoins. Usually unnoticed, they have now become the darling of capital. On June 18, stablecoin concept stocks collectively soared, with $Circle(CRCL.US) surging nearly 34% in one go. I believe many friends are now curious: How much investment value do stablecoins really have? Is this wave of market activity short-term speculation or a long-term opportunity? Today, I will share my judgment on stablecoins from three aspects: what they are, why they are rising, and what to invest in for the future. What are stablecoins? If you have traded cryptocurrencies..."
datetime: "2025-06-19T08:27:21.000Z"
locales:
  - [en](https://longbridge.com/en/topics/30887609.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/30887609.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/30887609.md)
author: "[林正盈](https://longbridge.com/en/profiles/17797497.md)"
generator: "portal-rs"
---

# Is Circle's 543% monthly surge just the beginning? The stablecoin investment opportunity is here!

Recently, the U.S. stock market has been dominated by a familiar name—stablecoins. Usually unnoticed, they have now become the darling of capital. On June 18, stablecoin-related stocks collectively surged, with $Circle(CRCL.US) skyrocketing nearly 34% in one go. I believe many friends are now curious: What is the investment value of stablecoins? Is this rally a short-term hype or a long-term opportunity?

Today, I will share my judgment on stablecoins from three aspects: **what they are, why they are rising, and future investment opportunities**.

**What Are Stablecoins?**

If you’ve traded cryptocurrencies, you’re probably familiar with them. Simply put, stablecoins are **cryptocurrencies pegged to real-world assets (such as the dollar, euro, or gold)**. Unlike Bitcoin or Ethereum, which can fluctuate dozens of percentage points in a day, stablecoins aim for "price stability."

Key features:

**Price stability:** Pegged to the dollar/gold, less prone to wild swings.

**Global circulation:** 24/7 transactions, no time or location restrictions.

**Transparency on-chain:** Traceable transactions, compliance-friendly.

As of June 2025, the global stablecoin market cap has reached $251.1 billion, with USDT and USDC accounting for $153.3 billion and $61.4 billion, respectively, solidifying their market dominance.

**Core Reasons for the Surge**

**1\. Policy Breakthrough**

The most direct catalyst for this rally was the U.S. Senate’s passage of the *Genius Act* on June 18, granting stablecoins "federal-level" recognition. This is a major policy endorsement, and the market reacted swiftly. Circle’s stock surged nearly 34% that day, with a year-to-date gain of 543%, effectively becoming the "sentiment anchor" for this sector.

Meanwhile, Hong Kong announced new stablecoin regulations effective August 1, requiring 100% reserves and licensed operations. More importantly, financial giants like Ant Group, Standard Chartered, and Hong Kong Telecom are applying to enter the market, signaling their confidence in its potential.

**2\. Financial Giants Entering the Market**

I’ve always believed that one of the most important signals in fintech is whether traditional giants are genuinely participating. This time, they’re making moves:

-   JPMorgan launched its stablecoin, JPMD, on Base chain, enabling interest settlements;
-   Coinbase applied for tokenized stocks, aiming to create a "U.S. stock exchange" on-chain;
-   Visa and Mastercard are testing USDC for payments.

This shows traditional financial giants not only recognize stablecoins but are actively building around them.

**3\. Emerging Market Demand**

You might not expect it, but in high-inflation countries like Argentina and Turkey, stablecoins aren’t just "investments"—they’re lifelines:

-   Argentina’s CPI exceeds 200%, making USDT the most reliable savings tool;
-   Turkish companies pay salaries in USDC to avoid currency depreciation;
-   Cross-border payments cost just 0.1% vs. banks’ 2%-5%.

**Future Investment Opportunities**

As we know, positive developments in an industry ripple through its ecosystem. Stablecoins are no exception. Before diving into investment opportunities, let’s explore their **supply chain and business models**.

Here’s my analysis of specific opportunities:

1\. $Circle(CRCL.US)

CRCL is the star of this rally, soaring from ~$150 to ~$200, a 60% intraday spike. Technically, it’s now overbought (RSI and KDJ at highs). **My take: Don’t chase highs. Wait for a pullback to ~$180 for signs of support before considering entry.**

2\. $Coinbase(COIN.US)

COIN is in a mid-term uptrend but now tests the Bollinger Band upper line (~$295), a resistance zone. MACD just turned positive but lacks momentum. **Avoid chasing; if it holds above $260 (or $275), it’s a good dip-buying opportunity.**

3\. $OSL GROUP(00863.HK)

**OSL is Hong Kong’s only licensed crypto platform** and a key focus. **The stablecoin policy is a long-term tailwind.** Weekly charts show a solid uptrend, consolidating near HK$12. Volume is rising subtly, suggesting institutional accumulation. Support at HK$10.5-11.5; hold if unbroken.

4\. $ZA ONLINE(06060.HK)

This stock surged from ~HK$10 to HK$22.75, now hovering near HK$20—a critical juncture: **Is it consolidating or topping out?** Technically, Bollinger Bands are flattening after expansion, with price oscillating between mid and upper bands (still bullish). MACD is high but not bearish; momentum is fading but not collapsing. **A breakout above HK$22.75 could signal another leg up; a drop below HK$18.5 (mid-band) would be worrisome.**

In summary:

Final thoughts:

As a blogger long focused on U.S./HK stocks and fintech, I’ve come to believe **we must look beyond "surface fluctuations" to understand "underlying shifts."**

I used to overlook stablecoins. But now, I see policy opening doors, capital flowing in, real demand, and giants advancing.

I won’t say "buy now," but I’ll stress: **This sector is worth watching closely.**

$LIANLIAN(02598.HK) $T-REX 2X Long Bitcn Dly Trgt ETF(BTCL.US) $JD-SW(09618.HK) $STANCHART(02888.HK) $Standard Chartered PLC(STAN.UK)

### Related Stocks

- [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md)
- [COIN.US](https://longbridge.com/en/quote/COIN.US.md)
- [00863.HK](https://longbridge.com/en/quote/00863.HK.md)
- [06060.HK](https://longbridge.com/en/quote/06060.HK.md)
- [02598.HK](https://longbridge.com/en/quote/02598.HK.md)
- [STAN.UK](https://longbridge.com/en/quote/STAN.UK.md)
- [BTCL.US](https://longbridge.com/en/quote/BTCL.US.md)
- [09618.HK](https://longbridge.com/en/quote/09618.HK.md)
- [89618.HK](https://longbridge.com/en/quote/89618.HK.md)
- [JD.US](https://longbridge.com/en/quote/JD.US.md)

## Comments (1)

- **LAD202408 · 2025-06-25T17:05:54.000Z**: Thanks for sharing


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**