After 519, the crypto world depeg policy
Short-term bearish, long-term bullish
It's just a pity that the fruits of labor are handed over to others.

When I have a good outlook on a project, I tend to be overly optimistic.
So now I generally have a good chat with several AIs about a particular asset I want to heavily invest in. I let them all pour cold water on me, but I require their arguments to be reasonable and well-founded.
Until the end, the AI said to me, "You are amazing!"

Why is the expansion of USDC beneficial for the American debt? Is it even a necessary path? (Simplified version)
In essence: USDC = the United States outsources the "minting power" of the dollar system to the global market, allowing the world to voluntarily help it bear the demand for dollars, thereby prolonging the dollar hegemony and debt cycle.
1) USDC = Uncollateralized US Dollar demand machine
As long as the world is willing to hold USDC, there will be buyers for U.S. Treasury bonds.
Because for every 1 USD of USDC issued, an asset worth 1 USD (usually US Treasuries or short-term debt) wi

Under the pressure of US Treasury bonds, what is being supported is not stablecoins, but CIRCLE.
The GENIUS Act passed in 2025 has been effective at the federal level since July.
1. Only "payment stablecoins" (USDC) are recognized, the random coins you have are not recognized.
Focus on Payment + Settlement Function
Explicitly classify it as a digital asset, not a digital currency.
The pile that involves investment and financing / profit distribution / algorithm adjustment is all off the "main path."
Only the model of "I give you 1 dollar, you give me 1 stablecoin, and I can exchange it back an

IBKR is particularly difficult to use, but the benefit is that it makes people hesitant to open it, which leads to diamond hand.

I transferred all my stock positions to CRC in the evening.
All in done, feeling good, average price just over 70.
If it drops to 30 in the future, I will take another shot, but I won't have any bullets left.

If you could only choose one of the following targets for a Heavy Position over 20 years, which one would you choose?
NVIDIA: AI has just begun, and the demand will continue to grow.
GOOGLE: The Hexagonal Warrior of the AI Era
Bitcoin: A New Choice Against Fiat Currency Inflation
CIRCLE: Longing for the new era digital dollar, longing for dollar hegemony

After all these years, humanity has still not moved beyond the three vices of gambling, drugs, and prostitution, among which gambling is still the quickest way to make money.
The most dominant forms in the crypto space right now are: CEX, DEX, PREP DEX, and prediction markets.

the past year
USDT increased by 51B, reaching 184B
USDC increased by 37B, reaching 76B
In 26 years, with the implementation of the bill, the scale of USDC will exceed that of USDT.
#Investment Memo

If you are at work or were at work in the past
May I ask, were you making money with your brain or your physical strength?

Gold, stablecoin, Bitcoin represent three futures.
Gold: China is attempting to create a new monetary system based on gold rather than the US dollar.
Stablecoin: The new weapon for globalization of debt by the United States, a weapon for the new phase of the US dollar.
Bitcoin: The strongest weapon against the continuous issuance of fiat currency.
Holding a few of these three will determine many future matters.

Making money also has levels, the top level is chilling.
Bottom layer: exchanging physical labor for money, middle class exchanging intellectual labor for money
Middle level: Making money with money, exchanging innovation for money, exchanging connections/information for money.
High-level: Violent plunder, including power plunder and war plunder.
Top level: Rule plunder, rules formed after violence, directly printing money, taking money from everyone’s pocket.
The base level uses Yuan for profit, the middle level uses Ten Thousand, the upper level uses Hundred Million, and the top level uses T

Currently holding
BTC HYPE PUMP
crcl

Recently, I've been using Gemini and have been continually comparing it with the long-used CHATGPT PRO. I found that Gemini is more suitable for me, being much more accurate and incisive.
One sentiment is:
In the past thirty years, the most important skill has been "learning";
In the next thirty years, the most important skill will be "asking questions."
In the AI era, the way of thinking is the scarce resource.

"Stability" is the biggest cognitive trap for ordinary people.
The stability that many people pursue essentially relies on an unchanging environment, leading to increasing mediocrity. However, this kind of stability becomes vulnerable when the external environment changes. True stability is "antifragility":
Tolerance for error: There needs to be cash flow and asset reserves for "flipping the table".
Portability: Individual capabilities can be priced by more new systems.
Reflexivity: The ability to gain development and profits in chaos.

Learning from the strengths of stronger individuals is what the strong do.
Finding faults in the strong is the norm for petty people.

Real existing human superpowers:
Instant recovery that allows you to fall asleep immediately.
Absolute focus that blocks out noise
The terrifying execution of the unity of knowledge and action
Enjoy the tediousness of long-termism
The God perspective that detaches from emotions
Shattering the Self for Rapid Evolution
Downward compatibility that sees through everything
How many do you have?

The new regulations from MSCI (Morgan Stanley Capital International) are highly likely to be approved. Subsequently, when a company's coin proportion exceeds 50%, it will be excluded from the MSCI Global Index and S&P 500 related indices, leading to a short-term massive stock dumping and a weakening of long-term Bitcoin buying.
It was supposed to be calm and easy, but now it's hurried and chaotic. The micro-strategy explosion I used to fantasize about is unlikely to happen; instead, it's a direct exit.