$Circle(CRCL.US) continues to be one of my strongest conviction holdings so far. Sitting at +83.05% unrealized gains with my average cost around 71 while the market price is now above 130.

The recent momentum around stablecoins, digital payments and crypto infrastructure is starting to bring more attention back to Circle. I still think the long-term story is bigger than short-term price swings — especially if adoption of USDC and regulated digital finance keeps expanding globally.

Not going to lie, the volatility along the way was crazy, but patience finally paying off here. Holding through the noise while keeping conviction in the thesis.

Sometimes the best positions are the ones you give time to compound.