Quantitative: interest rate changes, stablecoin demand, channel bargaining power
Qualitative: the second growth curve of US dollar US debt, Agent interactions and the oil in the new generation of financial infrastructure
Momentum: growth of non-interest income
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CRCL
Quantitative: interest rate changes, stablecoin demand, channel bargaining power
Qualitative: the second growth curve of US dollar US debt, Agent interactions and the oil in the new generation of financial infrastructure
Momentum: growth of non-interest income