Hey folks, today is the 52nd, happy holidays!
I wanted to chill out, but ended up driving in the mountains and hit a tight curve with oncoming traffic. A small truck came barreling down the lane, and the car in front couldn’t dodge it. I was stuck behind, watching a triple collision unfold right before my eyes. In that moment, my heart dropped; risk never gives you a heads-up.
I took a moment to scroll through Twitter and saw all sorts of FUD flying around—rumors about the Trump family splitting up, whether project teams will bail, and signs of potential exits. We see this kind of chatter in the crypto space all the time, but honestly, I was thinking, with such a massive pie, who would just toss it away? Especially with key events like midterms, financial clout, and stablecoin regulations still on the horizon, it feels more like a game intensifying rather than a mass exodus.
Of course, you have to stay aware of risks at all times. What I really want to discuss today is who will come out on top: USDC or USD1. Most people are still using the old playbook to assess stablecoins—who’s more stable, who has a bigger market cap, who’s more liquid. But if we pull our perspective a bit further, that old framework is becoming obsolete.
The new question is, when AI Agents start dominating trading, which will they choose? USDC relies on compliance, transparency, and institutional trust—this is the standard play in human finance. USD1, on the other hand, is moving in a different direction; it’s bridging multiple accounts on CEX, snatching up settlement positions on-chain, and gradually entering AI scenarios. AI Agents don’t read news or follow KOLs; they only care about latency, API calls, settlement efficiency, and system integration. They will use whatever is most effective.
Realistically speaking, right now $WLFI has dropped to around 0.0551, and the overall market is weakening, with many coins getting chopped in half. A healthy strategy is to keep the main stash in BTC, ETH, and SOL, while diversifying a bit in your stable stash with USDC and USD1, and maybe take small positions on narrative opportunities—no more dreaming about hitting it big in one go.
That car accident left me shaken for a while; there are many things you think won’t happen, and then they just sneak up on you. The market is the same—FUD, flash crashes, and emotions are just the surface. The real change might be that a portion of trading is already being taken over by AI. So folks, if AI ends up leading liquidity in the future, will it choose #USDC or #USD1 ?
I wanted to chill out, but ended up driving in the mountains and hit a tight curve with oncoming traffic. A small truck came barreling down the lane, and the car in front couldn’t dodge it. I was stuck behind, watching a triple collision unfold right before my eyes. In that moment, my heart dropped; risk never gives you a heads-up.
I took a moment to scroll through Twitter and saw all sorts of FUD flying around—rumors about the Trump family splitting up, whether project teams will bail, and signs of potential exits. We see this kind of chatter in the crypto space all the time, but honestly, I was thinking, with such a massive pie, who would just toss it away? Especially with key events like midterms, financial clout, and stablecoin regulations still on the horizon, it feels more like a game intensifying rather than a mass exodus.
Of course, you have to stay aware of risks at all times. What I really want to discuss today is who will come out on top: USDC or USD1. Most people are still using the old playbook to assess stablecoins—who’s more stable, who has a bigger market cap, who’s more liquid. But if we pull our perspective a bit further, that old framework is becoming obsolete.
The new question is, when AI Agents start dominating trading, which will they choose? USDC relies on compliance, transparency, and institutional trust—this is the standard play in human finance. USD1, on the other hand, is moving in a different direction; it’s bridging multiple accounts on CEX, snatching up settlement positions on-chain, and gradually entering AI scenarios. AI Agents don’t read news or follow KOLs; they only care about latency, API calls, settlement efficiency, and system integration. They will use whatever is most effective.
Realistically speaking, right now $WLFI has dropped to around 0.0551, and the overall market is weakening, with many coins getting chopped in half. A healthy strategy is to keep the main stash in BTC, ETH, and SOL, while diversifying a bit in your stable stash with USDC and USD1, and maybe take small positions on narrative opportunities—no more dreaming about hitting it big in one go.
That car accident left me shaken for a while; there are many things you think won’t happen, and then they just sneak up on you. The market is the same—FUD, flash crashes, and emotions are just the surface. The real change might be that a portion of trading is already being taken over by AI. So folks, if AI ends up leading liquidity in the future, will it choose #USDC or #USD1 ?