Buy on divergence, sell on consensus～

$CRCL I've been watching this stock for a long time, but never had a suitable buying opportunity. Today, I finally got it!
The negative impacts of market FUD mainly include the following two:
1. Open Standard jumped in halfway to steal the fruits, backed by top alliances like Visa and Stripe, issuing an $OUSD with zero-fee minting and burning and full distribution of reserve yields to seize market share.
2. In the latest annual index rebalancing, FTSE Russell removed Circle from 5 major Russell growth indices.
Actually, none of these are big problems. First, CRCL has a first-mover advantage in the stablecoin space, with the USDC network operating stably for over a decade—this is an invisible moat. The latter institutional alliance has complex interests, likely much ado about nothing. Second, CRCL's temporary removal from the Russell growth indices reflects the overall crypto market downturn. When liquidity returns, it may well be added back to the indices.
Last night, the US stock market panic-sold CRCL, driving it down to just over 60. In my view, this is extremely irrational and unreasonable. Of course, it is also a once-in-a-lifetime entry opportunity. Especially when I see on X many previously bullish KOLs starting to doubt themselves, some even cutting losses, I get even more excited.
At the same time, most people don't realize that CRCL's future valuation growth space, besides the stablecoin segment, also depends on the prosperity of the AI Agent economy, as well as the new flywheel generated by the cross-pollination after the Arc public chain goes live.
Finally, let me mention my position-building logic. Since CRCL is currently in a left-side trading range, I won't enter with a large position, at most 10%.
Because it is possible that market sentiment could continue to oversell, even down to an all-time low of 48. At this point, entering with a large position would put unnecessary pressure on myself. So in this downtrend, I think gradual position building is reasonable.