I need you to stop thinking for a second and long everything WLFI related. The President of the United States is about to run the sovereign version of a vertically integrated fintech startup. —— except the "regulatory moat" is that HE IS the regulator. The merger of political power, financial issuance, and retail speculation into a single vertically integrated machine. And when it works here, every other populist-adjacent regime copies it. At that point, WLFI isn’t competing with tokens; it’s competing with banks, and the banks will be downstream of it. USD1 prints $200 million annually in revenue, and it didn’t even start yet. The deeper play is that WLFI is positioning itself as a full-spectrum financial entity: *custody *payments (USD1) *lending *issuance *launchpad Built on rails of the presidential branding. That creates an arbitrage window: the gap between how wild this looks today and how normal it will seem once every populist-adjacent regime runs the same playbook. 0.8% share in stablecoin dominance. Put this at 20% by the end of 2026. This is the most upstream bet ever. Hedge your bets against ENA or similar.
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