#稳定币 Seeing the intensive progress on stablecoins at the Solana Breakpoint summit, I have some thoughts I’d like to share with everyone.

JupUSD is about to go live, USDGO is launching, Circle Gateway is expanding… The ecosystem construction of stablecoins is indeed accelerating. But I’ve noticed a detail that’s easy to overlook: the launch of these projects is precisely because there is a deeper consideration of **infrastructure security**.

From an investment perspective, stablecoins are not just trading tools; they also represent an understanding of the underlying logic of asset allocation—they carry **long-term stable purchasing power protection**. I often encounter investors who treat stablecoins as simple "parking stations," but in reality, the choice of which chain and which stablecoin to use, to some extent, reflects your level of risk management awareness.

As more institutions enter the market and tokenized assets reach investment scales of $500 million, **refined position allocation** becomes especially important. This isn’t about encouraging you to "get on board," but rather a reminder—during times of ecosystem prosperity, maintaining caution about exposure to a single asset and establishing a reasonable allocation ratio are the best proofs of a long-term mindset.

The maturity of stablecoins should not make us relax our vigilance, but rather give us the opportunity to think more rationally about the destination of every fund.