This wave of BTC dropped from 12.6 to 8.1 and then bounced back to 9.2. USDC didn’t decrease proportionally; instead, it went against the market and increased issuance to $77 billion. As BTC rebounds above $100k next, USDC’s issuance will break through the $80 billion and $90 billion milestones. USDT getting downgraded is well-deserved. Users switch to stablecoins because they want safety, but you go and buy gold—those risks are on everyone, while the profits go to Tether. That’s definitely a problem. $10-20 billion worth of CRCL is worth going heavy on. It should at least make up 15% of your net assets. If there’s only one stock to buy in the U.S. market right now, it has to be CRCL. Opportunities like this only come around once every 6-7 years. Seize the moment!