The ETF for SUI is on the way, the futures positions for WLD have surged, and the destruction of one hundred million UNI is about to take effect... There are rumors everywhere in the market that these 'positive news' are just the main force washing the盘, and a big surge is expected later. Friends are analyzing thoroughly, from technical aspects to fundamentals and institutional movements, it all sounds indeed appealing. However, as someone who has crawled out of the pit of 'good news means peak,' I smell a familiar scent—when everyone starts dissecting 'why this pullback is an opportunity,' this logic itself may have already become common knowledge and cheap. I didn't guess whether SUI can break 3.3, nor did I bet on whether UNI would rise above 20, but instead did something more 'boring': I converted part of the funds I prepared to 'buy the dip' for these potential coins into USDD and deposited them into the interest-bearing agreement of @usddio. Because I know that regardless of which one explodes, my assets need a 'base' that can stabilize and appreciate whether there is an explosion or not. This is the true #USDD for stability and trust—not that I don't believe they will rise, but rather that I believe more in the 'anti-fragility' of asset allocation.
This article paints an enticing picture: institutions are laying out real money (SUI), the derivatives market is secretly bullish (WLD), and the value capture model is undergoing a qualitative change (UNI). These narratives are great, but they all belong to the realm of 'growth narratives' and 'volatility narratives.' Chasing these narratives is essentially participating in a competition of 'who is smarter and discovers value earlier.' In contrast, what @usddio represents is a completely different 'stability narrative' and 'cash flow narrative.'
While others are 'treasure hunting,' I am 'building warehouses.'
Different sources of value: The potential rise of SUI, WLD, and UNI relies on the realization of 'future events' such as ecological success, technological breakthroughs, or governance reforms. This is an expected value. The stability value of USDD comes from the real-time verifiable collateral of sufficient assets on-chain. This is a present value. I do not need to use USDD to bet on the future; it itself is a reliable value store.
Different nature of returns: Holding assets like SUI, you expect capital gains (price differences). This requires precise timing for buying and selling. In the @usddio ecosystem, holding and using USDD allows you to obtain stable cash flow returns through staking, providing liquidity, and other methods. This type of return does not depend on price increases; as long as you participate, it continues to generate. This transforms 'idle funds' into 'productive assets.'
Different risk roles: Chasing hot coins means you are actively taking on volatility risk for high returns. Allocating USDD as a stable core of your asset portfolio means you are actively managing and reducing the overall portfolio's volatility risk. When the market crashes due to 'exhausted good news' or 'failed expectations,' your USDD position acts as your ballast.
Therefore, my strategy is not an either-or choice, but layered allocation:
Stability layer (cornerstone): Centered on USDD, obtaining certain returns in the DeFi ecosystems like @usddio, ensuring a wealth baseline and continuous cash flow.
Growth layer (opportunity): Using part of the funds to rationally participate in projects with solid narratives like SUI and UNI, but strictly setting position limits and stop-losses.
I no longer ask myself 'Which has stronger explosive potential, SUI or WLD?' Instead, I ask, 'Can my asset allocation allow me to calmly wait for either of them to explode, or even accept that neither may explode?' The stability provided by @usddio gives me the power of this calm choice. While the market feverishly analyzes every 'good news,' I am already looking for the safest 'home' for my captured profits and principal.
The real 'post-explosion' may not be that a particular coin you hold has increased tenfold, but rather that your overall assets have achieved continuous compound growth through a robust system, transcending bull and bear markets.
