Recently, I heavily invested in CRCL, and many people have asked me why.

To be honest, this decision was made after repeated deliberation. Most analyses of CRCL in the market stay at the surface—either copying traditional valuation models or simply benchmarking against other stablecoin projects. But I think these frameworks simply don’t fit.

CRCL’s underlying logic is different from conventional projects. It’s not about copying something, but about finding new growth points for the US dollar and US debt systems. Once this positioning is stabilized, the potential for imagination is fully unlocked.

Of course, heavy positioning is not blind rushing. I’ve gone through all the doubts I could think of, and the more I look at it, the more I feel the current market is undervaluing this project’s potential. Many people might still be viewing new things with old perspectives, but opportunities often hide in cognitive gaps.