wu fan|Apr 24, 2026 16:08
When you choose an industry,
sometimes it can be boring.
Today, I was revisiting AMD, which I talked about before.
After I recommended it, it dropped 60% in one go,
and then it surged 5-6x.
After you buy $CRCL,
we might go through a similar process.
The stock price might stay flat,
the news might be uneventful,
but you never know when
it’ll suddenly shoot up out of nowhere.
Why do I often talk about $TSLA?
Because during 2017-2019,
$TSLA cars kept getting better and better,
but the company was still on the brink of bankruptcy.
When Musk was high on weed,
he even said he’d take Tesla private for $30 billion
and sell it to some Middle Eastern tycoon.
It’s just like when QQ first started,
Ma Huateng was running around
trying to sell Tencent out of desperation.
At times like this, don’t focus on the details.
You have to keep asking yourself:
Is there a problem with the stablecoin industry?
Is there a problem with $USDC?
As long as these fundamentals don’t change,
the outcome we’re betting on is unlikely to change much.
Don’t use a magnifying glass to look at the small stuff.
Use a telescope to look at the big picture.
The tools themselves aren’t the issue—
it’s your perspective that’s making the difference.
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