I read about this in Masayoshi Son's book too, so I’ve been using an 'endgame thinking' evaluation model for a long time. I’ve also digested and thought about proposing this: The secondary market requires primary market thinking. At any point before 2022, looking at TSLA, a $1 trillion valuation was overestimated. But I dared to buy at $20 billion because I saw that blurry but correct endgame. So in my eyes, a $1 trillion TSLA is just the starting point. Looking at any earnings report today, TSLA is still a precise bubble. But from the endgame perspective of AI, robotics, and space exploration, TSLA is waiting for you at a $10 trillion valuation. I can’t predict how much USDC’s issuance will be today or tomorrow. Honestly, I can’t even predict this year or next year. Why do I suggest a minimum five-year horizon for TS investments? Because if your vision is too short, you won’t even be able to ride a bike. Looking at it from a ten-year perspective, stablecoins have a 95%+ certainty. Choosing the compliant leaders in the industry offers even higher certainty. In five years, stablecoins will be $3-5 trillion. In ten years, the stablecoin market will exceed $10 trillion. You just need to confirm how much CRCL will be worth by then. When USDC issuance hits $2.5 trillion, will CRCL be worth $1 trillion? Right now, it’s dropped to a $10 billion valuation, which is a 100x return potential. I don’t care if someone else bought it at $1 billion and got it super cheap. What I fear more is missing out on CRCL at $100-200 billion. For me, 100x is good enough. If there’s a chance for 1000x, I’ll just increase my position a bit. Just think of CRCL as a company that hasn’t gone public yet. You’re buying its stock now, and when its USDC issuance reaches trillions of dollars in ten years, that’s when it 'IPOs,' and you can exit.