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I recently made a very interesting decision—starting to build a small position in Circle Internet Group.
It's not emotion, the signal has truly changed.
The core driver behind this rally isn't just capital, but a key breakthrough in the "Clear Act"—the uncertainty in regulation is gradually being dismantled.
Once the market has "rules," money dares to enter.
And the position of USDC is very special: compliant, transparent, and already standing at the main flow entry point of stablecoins.
What's more important is that the story has upgraded—
From "cryptocurrency assets" to "Web3 + AI underlying payment tools." This isn't hype; it's the path.
The circulation volume surged to $79 billion, interest income increased, and earnings expectations are clear. Once this logic is repeatedly validated by the market, capital will only tighten further.
Next, I only focus on two things: earnings report fulfillment and the pace of legislation implementation.
If these two puzzle pieces come together, revaluation of the valuation is just a matter of time.
Many people always want to wait for certainty, but real opportunities often arise the moment things start to become clear. #WCTC交易王PK #美国寻求战略比特币储备 #比特币ETF期权持仓限额增4倍 $BIO $TON