📈 Journal 26: Green day for $BTC. Two positions open right now: $HYPE and $LIT. Beyond that, I’ve been spending a lot of time exploring stablecoin infrastructure that could power AI agent payments. @Tempo is the one I love the most. But there's no clean way to get direct exposure yet. So I'm looking at $XPL (Plasma) as a proxy. TVL up only; a bottom seems to have been found. Early. Not yet crowded. The obvious play would be $CRCL (Circle). Stablecoin infrastructure, AI payments, clean regulatory story. But the Clarity Act is looming over the project. One bad regulatory decision and the thesis changes overnight. Too much binary risk for now.
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