The True Ambition of USD1 and Wlfi in Infinite Renewal Cup Continuing the cup once again, it seems that the entire project team of Wlfi is determined to open up the entire USD1 market through subsidies for growth. Although the price of WLFI coin is not good, the bear market USD1 is still very popular, roughly dividing over 100 million US dollars in the first half of the year. We have held 7 consecutive events on Binance, including major CEX launches. For users, it is natural to be happy to see its success, after all, the profits from real gold and platinum have been obtained. This is also clearly different from the playing style of the previous USDT and USDC eras, which respectively have the advantages of starting and compliance. But for Wlfi and USD1, both paths are basically hopeless. The most likely path to success is to quickly establish Trump's reputation through various channels, then trade subsidies for growth, and leverage exchanges and institutional cooperation to increase volume first. 1、 WLFI uses subsidies to stabilize the amount of USD1, with an inherent advantage time window of two to three years Undoubtedly, from the current perspective, the biggest advantage of USD1 lies in its political influence, brand attention, and institutional resources. In the field of stablecoins, this is an advantage that no other stablecoin can compare to. After all, from the perspective of stablecoins themselves, aside from compliance, issuance is not difficult at all, mainly a matter of acceptance and usage. Whether admitted or not, the name of the Trump family naturally allows USD1 to enter the view of these institutions more quickly. At least finding someone to negotiate resources and opportunities far exceeds other projects. In addition, Trump's term of office is not more than half, and there are at least two or three years of time window to develop a large number of resources and channels. Even if Trump expires and withdraws in 2029, the licenses, channel resources, institutional partnerships, and payment networks currently being built will still be retained. So for Wlfi, as long as they continue to subsidize and stabilize the quantity, then rush to expand channels as much as possible, obtain licenses, and establish a stable fiat currency exchange and custody system; Enter payment, cross-border remittance, and institutional settlement; Finally, connect USD1 with financial products such as lending and RWA. It's far more important for me to make more money now than to say. 2、 The business model of USD1 is completely different from other stablecoin paths How to maximize political resources is probably the most thought-provoking issue for the entire WLFI team. After all, the entire process now requires external third parties, whether it is hosting or channel cooperation. Just these past few days, Circle has just acquired American Trust Bank. What many people may overlook is that WLTC, a subsidiary of WLFI, also applied for a trust bank in January this year, and according to external sources, it has also entered the final stage. At that time, Circle had been working on this license since June 2025, and it took almost a year to obtain it. If WLFI also obtains it in the second half of the year, then it is basically the fastest to obtain it. Once the license is obtained, it is estimated that the entire USD1 issuance, redemption, custody, and fiat currency exchange can be completed within the entire system. This will also significantly improve the narrative situation of Wlfi and USD1. Because, after all, relying solely on individual investors, this quantity is difficult to compete with competitors like USDT. If you obtain a license, it will be very smooth for more large institutions to cooperate. Retail investors are the foundation, institutions are responsible for incremental growth, and then feeding them back may lead to a different path. III APP、 Trading and payment, the next step for USD1 is actually not limited to the cryptocurrency market From the WLFI official website, I don't think the project is just about creating a stablecoin for the cryptocurrency market. From the official website and recent actions, it can be seen that apps and trading markets are also open, including the future agent market. It should be noted that there are no major actions regarding card payments, but that doesn't mean the project team doesn't want to do it. I think the strategy promoted by the exchange is definitely different from before. For example, directly combining with more powerful channels such as Aplle Pay is the maximization of political resources. So, applying for a license from WLTC is still an important step for WLFI. Because under the license, the real space that USD1 opens up may not be limited to cryptocurrency trading and retail payments. The larger markets are cross-border trade, corporate settlements, and global remittances. Trump's trade war is in full swing. It's hard to say. By the way, push usd1, which is a huge increase. Especially from the perspective of national interests, there is no conflict of interest in promoting US dollar stablecoins. You can use whatever you want, but these traders understand some colors and at least give some to USD1. That would be great. As I mentioned at the beginning, the real difference between USD1 and other stablecoins is that the project behind it may be easier to combine commercial cooperation with political and institutional networks. This is the most imaginative and controversial aspect of USD1. At least, there are still three years left. Just need to convert the focus on Trump personally into the use of USD1 products during this window period; Transforming political influence into federal licenses and institutional cooperation; Convert the amount of subsidies into payment, settlement, and trade demand; Transform the exchange channel into an independent global circulation network. The matter is settled, which is also the fundamental meaning behind the ongoing subsidy campaign. Because disregarding costs is not about not caring, nor is it about burning too much money. Because subsidies increase the size and quantity of users, combined with Trump's brilliance, more institutional cooperation is a natural thing. 4、 If subsidies stop, the next stage of new actions may come Of course, speaking of which, the current growth of USD1 still heavily relies on subsidies, Binance channels, and the Trump brand. The user's willingness to hold USD1 today may only be due to the WLFI reward; The exchange's willingness to go online may also be due to the project's popularity and sufficient resources; The willingness of institutions to engage does not necessarily mean that they will eventually include USD1 in their long-term payment settlement or trading system. Additionally, there is the issue of value capture for WLFI on USD1. Because WLFI is only continuously issued as a subsidy tool, and the reserve income, payment income, and institutional business income generated by USD1 cannot effectively return to WLFI, the selling pressure of WLFI will continue to exist. However, the benefit of such continuous subsidies is that, especially during bear markets, users are more sensitive to stablecoin returns. The market lacks clear trend opportunities and is willing to invest funds in relatively stable products with additional rewards. The continuous issuance of USD1 rewards for multiple periods is strengthening at least two things: users' basic trust and usage habits. As the holding time increases, users will gradually become familiar with the exchange, transfer, trading, and account usage of USD1. Exchanges will also increase more trading pairs, margin, and wealth management scenarios due to user demand. More importantly, it's about buying time. As long as the project team can use this time to gradually supplement their subsequent capabilities such as licensing, payment, cross-border settlement, lending, and RWA, the subsidy may be able to complete their phased tasks. The ideal path is to attract users through subsidies in the early stage, expand usage through cooperation between exchanges and institutions in the middle stage, and generate real demand through payment, settlement, and financial products in the later stage. If subsidies stop in the future, it may also mean that WLFI is ready to put USD1 into larger scenarios such as on chain, payment, cross-border, etc. But no matter what is done, it is beneficial for users.