Trader Doctor Profit said on July 31 that while global capital is broadly focused on AI, he believes the larger long-term shift may come from a restructuring of the financial system. He described Circle, Coinbase and Ethereum as the "three giants of the galaxy" and said he has built large, long-term positions in all three.
In his framework, Circle represents regulated digital dollars, Coinbase serves as the custody and trading gateway for traditional capital moving on-chain, and Ethereum is the settlement layer for tokenized assets. He added that he remains structurally bullish on Bitcoin, but has shifted his crypto allocation this cycle to 60% ETH and 40% BTC.
Doctor Profit also pointed to several links among the three names and BlackRock. He said Coinbase is the main custodian for BlackRock's spot Bitcoin ETF, holds an equity stake in Circle, and operates Base with settlement on Ethereum. He added that BlackRock manages the USDC reserve fund and that Ethereum hosts BlackRock's tokenized Treasury fund BUIDL while holding the leading share of the real-world asset tokenization market. In his view, the CLARITY Act could be more beneficial for ETH, Circle and Coinbase than for BTC because it may provide clearer rules for tokens, trading platforms, stablecoin yield products and DeFi.
BlockBeats reported on July 31 that trader Doctor Profit said global capital is largely betting on AI, but he sees a bigger long-term shift in the remaking of the financial system.
He called Circle, Coinbase and ETH the "three giants of the galaxy" and said he has built large long-term positions in all three.
How he frames the three assets
Doctor Profit said Circle stands for regulated digital dollars, Coinbase is the custody and trading gateway for traditional capital entering on-chain markets, and ETH is the settlement network for tokenized assets.
He added that he remains bullish on BTC over the long run, but has changed his crypto allocation in this cycle to 60% ETH and 40% BTC.
Links among Circle, Coinbase, Ethereum and BlackRock
According to Doctor Profit, Coinbase is the main custodian for BlackRock's spot Bitcoin ETF, also holds an equity stake in Circle, and its Base network settles on Ethereum.
He also said BlackRock manages the USDC reserve fund. Ethereum, he added, hosts BlackRock's tokenized U.S. Treasury fund BUIDL and holds the main share of the real-world asset tokenization market.
His view on regulation
Doctor Profit said the CLARITY Act could be more positive for ETH, Circle and Coinbase than for BTC because it would provide clearer regulatory rules for tokens, trading platforms, stablecoin yield products and DeFi.
In his view, on-chain finance will tilt more toward compliance, regulation and institutional leadership in the future.
Circle entry price and 2030 target
Doctor Profit said he bought Circle at about $62 and expects the stock to reach at least $500 by 2030.
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