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9 Oct, 14:43
Long-term bullish on USDC as regulatory winner
Bullish+0.01%
AI Summary
The author presents a bullish thesis on CRCL and USDC, citing EU regulatory pressure against USDT and major adoption catalysts like Samsung's integration as drivers for long-term stablecoin consolidation around compliant assets.
CRCL surged today.
The reason might be
that the EU again regulated USDT today,
encouraging users to use the compliant stablecoin USDC.
In the long run, the reconciliation of market freedom and regulation points to USDC.
There are almost daily positive developments for USDC.
Yesterday, Samsung announced plans to provide
82 million users with direct access to USDC wallets.
The penetration of USDC deepens almost every day,
but most people realize it too late
and barely feel it.
Just as AI is penetrating our lives daily,
it's hard for you to notice.
Actually, the fact that you saw this content
is because after I wrote it on TS,
the AI assistant pushed it to various platforms,
so you could see it.
People often turn a blind eye
to paradigm shifts happening right before them,
not knowing how to monetize them.
The cost of being oblivious
is missing out on a potential stock opportunity that arises once in several years.
Image from TS user Hong Ying.