U.S. stocks All In Coinbase, logic: 1. SRM and Circle are rising, sentiment is in 2. The higher Circle is in the short term, the more funds will overflow 3. Coinbase eats 50% of USDC revenue 4. Coinbase is going to launch perpetual contracts - Wall Street has started using these 7*24 hour contracts and can't go back, the third quarter financial report will look bright, although it's still early 5. SRM might be even more volatile, but the first wave has been eaten All of the above are speculative and may be sold at any time.