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诸葛投研✊
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$xCRCL 的主网如期上线，但股票昨天就开始下跌了，看来我清仓的策略是对的：
1. 昨天 $CRCL 跌了11.41%，比Coinbase 的10%、Bitmine 的8%、Strategy的 5%跌的都多。#CLARITY法案投票受阻引争议
2. 原因除了主网的利好落地，也有清晰法案的问题。砸得最狠的恰恰是"最吃美国合规红利"的CRCL。
3. 值得留个心眼的是 $ARC，市场给的预售估值约 30 亿美元。对 Circle 来说这是未来的融资工具，对生态参与者来说是一份还没发的空投悬念。
我的思路：我现在已经空仓，等这波"卖事实"杀完，看 80能不能横住再接。股票的问题不是产品，是监管真空把整条赛道的估值往下压——这不是一天能修好的。
诸葛投研✊
Tomorrow, the Arc mainnet of $CRCL is going live, so today I liquidated all my $xCRCL. Three reasons:
1. The hype around the ARC chain mainnet is overheated, as you can see from the 80% premium over USDC. At this price, it's basically the eve of the positive news landing.
With the mainnet launching tomorrow, it’s expected to pull back for a while.
2. Last time when it broke 100u, I didn’t sell, but it was clear that the sentiment had peaked.
The result was a nearly 20% correction, and I suspect this scenario will replay starting tomorrow, so doing a swing trade and waiting for a lower entry point isn’t a bad idea.
3. The most important reason is that the market isn’t lacking assets with better cost-performance than CRCL right now, like $BTC and SOL.
So even if I miss out on this rally, it’s a profitable miss, and focusing on other assets is also a good strategy.
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