Stablecoins ignite, US stocks surge, where is the market's peak?

Stablecoin trading did not see a sell-off after the stablecoin bill was passed, indicating that the hype has just begun.

The upcoming frenzy will be jaw-dropping.

This is what I mentioned before: any sector that resonates across the U.S. stock market, A-shares, and Hong Kong stocks won’t end so quickly. However, everyone should also understand that even good companies can be painful if bought at bad prices, so it’s essential to have a rough judgment of the market before the opening.

Otherwise, you might end up chasing CRCL at a high price one day and missing out on a big rally the next due to hesitation. My view is that for such groundbreaking financial innovations, the key is to get on board first. Subsequent fluctuations depend on your technical adaptability, but the priority is to ensure you’re on board.

This is why I’ve been emphasizing stablecoins over the past week, whether in short videos or articles—just like when I highlighted semiconductors as the market’s main theme two months ago. By the time you realize it, you might be too hesitant to enter.

So, positioning yourself early in a trending sector is crucial.

Correspondingly, COIN and HOOD will firmly take the lead in this stablecoin wave. U.S. stock hype often follows this pattern: reaching new highs amid widespread skepticism, and the pace keeps accelerating.

During the recent market rebound, whether it was OKLO or HIMS, the rallies were dizzying. Later, CRWV also soared to unsustainable heights. The key is that institutional funds could reignite the rally at any moment.

Many people’s emotional journey goes like this: confusion, skepticism, FOMO, entry, and then getting trapped. Right now, this wave is still in the skepticism phase, so by the time everyone finally jumps in, it might be time for another round of trapping.

From the SPY’s trend structure, a minor pullback has already begun. Of course, the giants are propping up the indices, with semiconductors acting as the market’s engine, while stablecoins are the feast for retail investors.

So, when a U.S. stock trend emerges, it’s vital to clearly understand its underlying nature.

As I’ve written in the community, the passage of the stablecoin bill marks a change in the rules of the financial game—a pivotal moment in financial history. Many may not yet realize how this will impact their lives.

Traditional financial rules will change: trading, payments, settlements, and value storage; asset ownership verification, securities issuance, and trading in the real world; corporate equity registration, voting, and dividend distribution—all will transform.

2025 is destined to be a volatile year, requiring full digestion of the gains from the past two years. This demands even greater personal discipline, so everyone should plan their position management carefully. Those who prioritize strict discipline might consider joining our community.