Stablecoin infrastructure play eth, tron - Rate my thesis please?

Ok folks, looking to add crypto to my portfolio.

My thesis is the genius act mandates stable coins to buy us treasuries. Ie stable coins are here to stay, especially since china and japan are reducing treasuries and us needs treasury buyers.

So I've thought eth, sol, tron and bnb as a broadbasket long term hold and stake as these run the infra on which stablecoin operate.

And since banks etc are also looking to tokenize deposits etc, they will probably need an interoperability layer so probably some chain link.

Does the thesis hold, and what would you suggest?