#鲍威尔讲话 has recently built a considerable position at the ETH 2700 level, following the allocation logic of the track configuration that I have consistently adhered to. Today, I will share my thoughts on my holdings.

💡 Three main lines, each with its focus.

First line: Public Chain Infrastructure
Mainly focused on two targets. $ETH is the leader in the smart contract field, with an unparalleled ecological depth, and the technical route has been continuously optimized. No need to elaborate on $BTC , its risk-hedging properties are evident, so it must be included in the portfolio.

Second line: Platform value capture
$BNB is nothing much to say, it's the core asset of a certain leading exchange, binding the usage scenarios of the entire BSC ecosystem. Additionally, paired with some $ASTRO, mainly optimistic about the Cosmos cross-chain solution, it's kind of a bet on a trend.

Line 3: This part of stablecoins
$WLFI is my major holding! This can be understood as "a platform token pegged to 1 dollar". Recently, the market conditions have been poor, but it has actually risen quite sharply. Also, $USD1, I personally think this is one of the few projects with a chance to break the existing stablecoin pattern, of course, this is just my personal judgment.

✅ The benefit of this configuration is that the logic is clear: only take the leaders from each track, without engaging in a scattergun approach. The main focus is on long-term holdings.

🤷 Let's talk about something practical.

The position has been established, now it's just a matter of time. But to be honest, can $USD1 really challenge the status of USDT and USDC? Is the configuration of these three lines reliable? I'm also pondering these questions myself.

In investment, no one can guarantee 100% accuracy. What does everyone think?