# Xi Ye's Investment Research Diary
Previously, when I wrote about $WLFI, I mentioned that it is not just a single token narrative, but rather aims to adopt a comprehensive approach that combines platform, product, and asset strategies. It seems that this project is continuing to advance: today, the official account clearly confirmed that the WLFI wallet product will be launched soon, and the points system is also about to start, targeting one direction — to truly get $USD1 moving.
In terms of pace, Falcon is currently the fastest segment in this on-chain stablecoin network. The growth curve of $USDf has basically been on a steady rise, with circulation surpassing 1 billion USD, quietly making its way into the top ten stablecoins on DefiLlama, and just completing a 10 million USD funding round from WLFI.
More importantly, Falcon has just landed on the BNB Chain, bringing over 100 million USD in liquidity right from the start, directly solidifying the expectations of wallet + stablecoin + ecological interaction.
Looking back now, WLFI's strategy is already very clear: rely on Falcon to drive circulation, stimulate usage through the points program, and use the wallet as a carrying tool, gradually materializing the entire stablecoin narrative.
If this system works, not only WLFI itself, but also the external projects and supporting assets surrounding it could become very imaginative.
# Xi Ye's Investment Research Diary
The stablecoin sector has been consistently hot lately. I just saw a significant move: @FalconStable announced its official launch on @BNBCHAIN, and they are coming in with over $100 million in liquidity, which is quite impressive.
The synthetic dollar $USDf launched by this project is growing really fast, with a circulation surpassing $1 billion. It has already made its way into the top ten stablecoins on DefiLlama, and there aren't many that can achieve these numbers this year.
Many projects become conservative at this scale, but Falcon is instead going on the offensive. Coupled with the recent completion of a $10 million financing from @worldlibertyfi, it can be basically confirmed that their next strategy is to expand from cross-chain to direct competition between chains.
Not only is the scale increasing, but their strategy is also very ambitious, making it worth keeping an eye on.
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