A single CRCL holding isn't necessarily wrong, but a 25% allocation is a more suitable proportion. Of course, you can allocate some to stocks like Moutai, Tencent, Google, TSLA, SpaceX, QQ, etc. Having a solid defensive position is essential for holding an offensive position. Even if I personally buy 50% CRCL, I wouldn't encourage you to buy that much. I buy so much because I saw Buffett's early investments in American Express, which once accounted for as much as 40% of his portfolio. Apple also once held 50% of Berkshire Hathaway's holdings. Extreme optimism coupled with price increases can disrupt your discipline. Although I currently have a 25% CRCL holding, if CRCL rises many times over in the future, it could easily become 90% of your portfolio. My TSLA... Both Bitcoin and CNY have gone through this process during my holding period. I only recommend that you buy a maximum of 25% of your principal and hold CRCL long-term without leverage. Buy at a price of $10-20 billion USD through dollar-cost averaging, with a share price of $40-80 USD. Be patient. However, this does not mean that this investment will definitely make money. It may lose money. CRCL may go bankrupt. You may lose everything. You need to understand this risk. If you still dare to buy, then invest 25% of your capital in stages through dollar-cost averaging. Profit and loss are your own responsibility. Today's price is $67-$68, still within the dollar-cost averaging zone. Strike when you should.