Opera's heavy investment in CELO is the strongest evidence that Wall Street considers stablecoin public chains a strategic necessity. This is no longer retail-level speculation, but an institutional-level strategic deployment. The core logic is clear: digital commodities are no longer speculative hype, but have become the foundation of assets with verifiable ownership, transferability, and the ability to generate real returns. Opera's exchange of 160 million CELO for cash essentially locks its revenue structure, company interests, and ecosystem growth into the Celo public chain system, making the listed company itself a "stakeholder on the chain." This is the true era of digital commodities: public chains are not tokens, but commercial infrastructure. Stablecoins are not tools, but the underlying liquidity for global payments. Institutional entry is not short-term speculation, but anchoring its core business, revenue, and future growth to this public chain. AVAX, DOT, and APT are Wall Street's top choices precisely because they possess this "commercial infrastructure" attribute. AVAX offers institutional-grade security and ultra-low gas for global stablecoins; DOT supports global assets with its cross-chain architecture; and APT provides high performance for compliant, high-frequency trading scenarios. Opera's significant investment in Celo is a testament to institutional recognition for the entire sector. The real opportunity lies in following the trend and aligning with institutional strategies, rather than chasing highs and lows based on emotions.