I have been chatting about CRCL for a long time, and recently the most frustrating thing has been it. Clearly, it was performing well, and I expected that the passage of the stablecoin bill in the Senate would be beneficial, yet the pattern remains stuck. I thought if it didn't rise to $78, then rising to $130 would be a huge loss, and now that it's pulled back to $100, I'm thinking of waiting for even lower. It really has turned into a purely speculative mindset.

I used to educate my friends that the bottom price is not something you wait for, but something you buy. I could do that with $BTC, but I haven’t been able to do it with CRCL. Now it’s already at $200, while I’ve been holding $MSTR, which is still lukewarm. Initially, even staying in $Coin would have yielded higher returns than MSTR.

I still lack sufficient sensitivity to the market. For example, if the House passes it, you ask whether CRCL will rise, and it definitely will, but the question is whether it will start rising from $200 or pull back to $100 or $150 before it starts rising. That's hard to say, and it's a bit of a headache.