I will identify positions and deploy in batches.

$Dash
is currently at 33u; let's establish a foundational position first.
The logic is very simple:
1. Demand:
Geopolitical conflict-driven demand + the necessity for large investors,
War, regulation, and on-chain naked risk (Yi Lihua/Maji cases),
High-net-worth users must conceal their funds and operations. War further increases the need for privacy coins.

Compliance is actually a double-edged sword; there are always many things that cannot be made public, and many institutional operations are not allowed to be disclosed.
3. Increasingly strict regulations are pushing the adoption of privacy: FATF Travel Rule, DAC8, proliferation of on-chain monitoring—privacy has become a "necessary defense" for many institutions and users.
4. DASH, a privacy-focused payment coin that balances privacy and usability, serving the payment sector.
And Dash:
—DASH differentiates itself in cross-border and retail payment scenarios, becoming a leader in privacy payments.