ChainCatcher report: Renowned trader Doctor Profit posted that global capital is broadly betting on AI, but the larger long-term shift may be the restructuring of the financial system. He refers to Circle, Coinbase, and ETH as the "Galactic Trio," viewing them as representing the regulated digital dollar, the custodial and trading gateway for traditional capital entering on-chain markets, and the settlement network for asset tokenization, respectively—and he has established large, long-term positions in all three. He remains bullish on BTC in the long term but has adjusted his crypto allocation for this cycle to 60% ETH and 40% BTC. Doctor Profit notes that Coinbase serves as the primary custodian for BlackRock’s spot Bitcoin ETF, holds equity in Circle, and operates the Base network built on Ethereum settlement; Circle’s USDC reserve fund is managed by BlackRock. Ethereum also hosts BlackRock’s tokenized Treasury fund, BUIDL, and captures the majority share of the real-world asset tokenization market. Doctor Profit believes the potential regulatory benefits of the CLARITY Act for ETH, Circle, and Coinbase may outweigh those for BTC, as it would further clarify regulations around tokens, exchanges, stablecoin yield products, and DeFi. He anticipates that on-chain finance will increasingly favor compliance, regulation, and institutional dominance. He acquired Circle shares at approximately $62 and expects their price to reach at least $500 by 2030.
Prominent Trader Bets on Circle, Coinbase, and ETH for Regulated On-Chain Finance
ChaincatcherShare
Summary
On-chain trading signals indicate that Doctor Profit has established significant long-term positions in Circle, Coinbase, and ETH, positioning himself for regulated on-chain finance. He refers to this trio as the "Galactic Trio," representing regulated digital USD, institutional access, and tokenized asset settlement. ETH now constitutes 60% of his portfolio, with BTC at 40%. He cites the CLARITY Act as a key catalyst and targets $500 for Circle by 2030. Support and resistance levels for ETH and Circle are closely monitored as part of his strategy.
Source:Show original
Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information.
Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.