Circle Internet Group

Основное из отчета

Позитивное:

• Получение лицензии National Trust Bank и запуск Arc Mainnet. Цитата: «We received our OCC national trust bank charter, shortly thereafter, an additional limited purpose trust charter from the state of New York... Arc Mainnet will launch this quarter on September 16th.»
• Колоссальный рост платежной сети CPN (Circle Payments Network). Цитата: «CPN continued to see very robust growth, reaching nearly $15 billion in annualized total payment volume on a trailing 30-day basis at the end of Q2... as of July 31st, annualized total payment volume... has already reached $23 billion, representing 130% growth since our last earnings report.»

Негативное:

• Слабость на широком рынке цифровых активов давит на доходы от партнерств. Цитата: «the broader digital asset market capitalization declined approximately 40% year-over-year, leading to reductions in trading activity... moderation in commercial opportunities with new blockchain partners, reflecting softer digital asset markets.»
• Снижение ключевых ставок напрямую бьет по процентным доходам с резервов. Цитата: «The reserve return rate was 3.48% for the quarter, down 66 basis points year-on-year, reflecting the decline in SOFR during the period.»