Bitwise Asset Management has expressed confidence in Circle's long-term potential, projecting a valuation of $75 billion by 2030 despite recent stock price declines due to regulatory concerns. Bitwise CIO Matt Hougan emphasized that the fundamental growth logic of the stablecoin market remains intact, aligning with Citigroup's forecast of a $1.9 trillion stablecoin market by 2030. Hougan noted that interest income is not the primary growth driver for stablecoins. Despite regulatory uncertainties, institutions like William Blair highlight the clear value of stablecoins in cross-border B2B payments, suggesting their long-term prospects remain strong. Analysts also indicate that limiting yield distribution could hinder competitors' ability to attract liquidity, potentially benefiting Circle.