CORNYVERSE

Over the past month, the stablecoin market has expanded significantly, putting USDC and its issuer, Circle, back in the spotlight. This post distills “why Circle, and why now” into four clear points from a retail investor’s perspective.   🎯 Key Takeaways ✅ USDC supply has risen sharply year over year, pointing to expanding real-world usage in payments, remittances, and trade settlement. ✅ Global partnerships and regulatory clarity are progressing in tandem, lowering infrastructure barriers to entry. ✅ That said, competition from other stablecoins and earnings volatility tied to the rate cycle remain key variables. The body explains with examples and numbers in plain language. 🔥 Why ‘USDC & Circle’ Are Hot Right Now Recent quarterly updates and expanded collaborations with major payment networks have strengthened the signal that “stablecoins are entering real-world payment and settlement.” From an inve...

Shipbuilding $150B Fund & Reshoring: An ETF Roadmap Linked to Korea–US Trade Strategy Tariff Alignment • Energy • Defense — ETF Baskets for the 2025–2027 Transition As US–China rivalry intensifies and reshoring accelerates, Korea and the United States have outlined a new trade framework. Markets quickly rotated toward industries most exposed to policy support. The working headlines: a potential 15% flat tariff structure, a $350B investment package, and a proposed $150B shipbuilding fund. Here is a data- and policy-driven ETF game plan. Image credit: Kyunghyang Shinmun 🎯 Key Takeaways ✅ Policy-to-portfolio link: 15% flat tariff talk + US $350B package + a proposed $150B shipbuilding fund → actionable ETF themes. ✅ Time-horizon view: Near term — Korea large caps & EV/semis (EWY, DRIV). Mid term — shipbuilding & green vessels (TIGER Shipbuilding Top10, KODEX K-Green Shipbuilding). Long te...