Because of the very optimistic stablecoin track
The largest holding in U.S. stocks is #coin
It's a shame to miss #crcl
A shares from Royal Silver to Sifang and Hanbao
They all ate a lot of meat
The E series, which has a heavy position in the currency circle, is being beaten
But what I love the most is the currency circle
Because it's still a dark forest
Full of opportunities
Miracles keep happening here
Two major narratives are emerging:
1. Stablecoin Act
The conventional interpretation is a reservoir of USD/US Treasuries
In fact, in the view of the currency circle, this is an unlimited amount of capital injection, although it is a 1:1 issuance, but after clear laws and regulations, a large number of compliant funds are safe and guaranteed free circulation, and even penetrate all capital controls, the circulation rate will be greatly accelerated, which in disguise promotes the flow of a large number of funds into the chain, which is called no shortage of money!
2. U.S. stock tokenization #rwa
The all-weather trading and borderless circulation of tokens is a dimensionality reduction blow to the traditional brokerage model, although it will be a long process, but once the trend is formed, it cannot be reversed. The currency circle has finally ushered in high-quality assets with realistic returns, which are all long-term benefits!
The realization of the above two points requires a decentralized public network to ensure its security and trustworthiness, which may be the second underlying logic of the strong recovery of #ETH.
The combination of blockchain and finance is an inevitable trend, they are inherently compatible, although the road is long and difficult, but this is the future!
The butterfly's wings are flapping
But it was a big storm
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