I've read about this in Masayoshi Son's book, so the "endgame thinking" assessment model has been around for a long time. I've also digested and considered it, proposing that the secondary market should use a primary-game mindset. Before 2022, at any stage, TSLA's $1 trillion valuation was overvalued. But I dared to buy at $20 billion because I saw that vaguely correct endgame. So, in my eyes, $1 trillion TSLA is just the starting point. Looking at any of today's financial reports, TSLA is still a precise bubble. But looking at the endgame of AI, robotics, and aerospace, TSLA is waiting for you with a market capitalization of ten trillion. I can't predict how much USDC will be issued today or tomorrow. In fact, I can't predict this year or next either. Why do I suggest starting TSLA dollar-cost averaging over five years? Because if you look too short, you can't even ride a bicycle. From a ten-year perspective, stablecoins have 95%+ certainty. Choosing compliant leaders in the industry offers even higher certainty. In 5 years, stablecoins will be $3-5 trillion. In 10 years, the stablecoin market will be 10 trillion. A trillion+ US dollars? Just confirm what CRCL was worth back then. When its USDC issuance reached 2.5 trillion, was CRCL worth a trillion US dollars? Now, if it drops to $10 billion, that's a 100x return. I don't care if others bought it cheaply for $1 billion; I'm more afraid of missing out on CRCL's potential at $10-20 billion. A 100x return is great for me. If there's a chance for a 1000x return, I'll increase my position. Think of CRCL as an unlisted company. You buy its stock now, and ten years later, when its USDC issuance is in the trillions, it will go public, and only then can you exit.
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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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