I started chasing the rise in early March using contracts $CRCL. On March 25th, I posted about the first pullback. Now, two months have passed. Looking back at my state at that time, I realized that I was indeed blinded by the rise and developed a kind of faith-based mentality.
1. Two months have passed, and the initial promise to only do CRCL has not been fulfilled. In the past two months, countless targets have been traded, including gold and silver oil, biscuit oil, bogoo, etc.
2. Looking back at the experiences of making and losing big money over the past few years, and combining the account performance at the beginning of 2026, those who made big money were all riding the trend, while those who lost big money were all frequently trading in volatile markets, leading to reckless heavy positions without any bottom line. In such volatile markets, it takes countless hours, anxiety, sleepless nights, and perfect operations to get some small returns. After all, in the crypto, returns are calculated in multiples.
3. I'm tired of all the hassle, so I'm increasing my CRCL position. I've learned to accept that a downturn is part of an upturn. Also, with spot trading, there are no funding fees or the constant thought of adding leverage, so the pressure is indeed much less.
CRCL is indeed the most aesthetically pleasing target I can find from the perspective of crypto novices:
1. Without a doubt, the only practical application of blockchain technology at present is stablecoins;
2. The integration of US stocks with blockchain and the integration of everything with blockchain is an established narrative, and CIRCLE has already secured a certain niche in this narrative by being compliant and proactive.
3. It's not without its drawbacks. For example, COINBASE is a bloodsucker. What it's taking now is the disagreement, the time-for-space trade, and the ability for CIRCLE to quickly build up its diversified businesses in the process of everything going on the blockchain and the development of AI.
In the future bull market for crypto, I believe that holding CRCL will be stronger than holding any of the major crypto.
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