There is renewed discussion about Dogecoin in the community. Some analyses predict that if everything goes smoothly, it could reach $0.4 in 2026, challenge $0.65 in 2027, and hit $1 only with "large-scale global adoption." Sounds quite tempting—the integration of Layer2, expansion into DeFi, and a shift toward eco-friendly consensus, the picture looks very appealing.

But the more I look, the more I stay calm.

Because there's an unavoidable issue: Dogecoin has a fixed annual issuance of 5 billion coins. This is not a possibility; it's a certainty. Like a water tank with a constant leak, no matter how much new capital flows in, the hole must be filled first. In the long run, this built-in, rigid inflation pressure will continue to erode asset value.

From another perspective, investing in "value" on an asset that dilutes itself automatically every year is inherently paradoxical. It requires more and more new users and new funds to offset the dilution caused by annual issuance. Once this chain breaks, the consequences are obvious.

Precisely because of this "certainty risk" warning, I have started adjusting my strategy. Most long-term capital has shifted from these narrative-driven assets to assets with completely opposite attributes—stablecoins.

I chose USDD.

The comparison is simple: DOGE is continuously issued, while the core design of USDD is exactly the opposite. It uses an over-collateralization mechanism, with every circulating USDD backed by sufficient assets, and no built-in dilution logic. There’s no need to calculate how many new users are required to offset the issuance; the assets are there, and stability is there.

This is the meaning of "trust through stability." It’s not about betting whether a certain narrative will materialize, but about choosing certainty in fighting inflation and maintaining purchasing power. While others are still calculating Dogecoin’s new user equation, stablecoin assets are already in a system where dilution is no longer a concern.