Is crypto back? Everyone who quietly rebranded to AI last year seems to think so. Some thoughts on the market, and on @RealVision. Tis the season of humble brags on X, so here's mine. In reality, this was a pretty tough bear market. Crypto had to face the reality of a big drawdown outside of a general equities sell-off. But dogged analysis while the poo was flying thick and fast generated targeted calls and positioning insights that took the portfolio I run for the Pro tier up 2x in 2 months. I don't overtrade. I make high-conviction calls. My primary calls: 1. Derive ethereum:0xb1d1eae60eea9525032a6dcb4c1ce336a1de71be, up 5x from the March Deep Dive 2. Zcash $ZEC (2 trades), up 5x from the April Deep Dive 3. NEAR Protocol $NEAR, up 2x from the June Deep Dive 4. The SCP vs BTC, and the DeFi vs SCP outperformance call 5. In July, deployed 75% of the cash built up since the Q3 2025 top 6. Lousy call on Circle $CRCL, down 20% At @RealVision, my Pro members' portfolio compounded at 40% p.a. for 3 years, including the 47% drawdown. Importantly, it has outperformed both NDX and BTC. Now for the reality check. Altcoin open interest is at the 91st percentile versus Bitcoin. Things are frothy. But the first move out of a bear can be like that without derailing the cycle. This is not the time to get super aggressive or reach for leverage. Expect more volatility. I never like to overtrade the start of a cycle, but taking some profits makes sense. I want to hold Quality names for the medium to long term. (ps: I am bringing out a Quality index/basket to help narrow the field for Alpha tier subscribers.) On the macro front, I am still concerned about the general state of global liquidity. DXY is strong, the yield curve is flattening, and real rates are climbing. We are late stage in the 5-year refi cycle. Bessent blinked, but it will take more to get through this. Crypto could easily see a 30%+ pullback which means (50%+ for many high flyers). But for long-term investors who are now waking up and need to take their crypto allocation from nothing to something (depending on risk tolerance), dips are for buying quality names. The structural tailwinds are coalescing. Some of this move is ahead of the data, but that's generally how markets work. Assets are pricing in what the agent economy + tokenisation looks like in 12 months, not today. Just a short comment on @RealVision. We have been around for 13+ years. After being force-fed the bile of BBG and CNBC for 20 years in TradFi, I saw straight away how transformative the platform was back in 2014 and became a foundational subscriber. I was a subscriber for almost a decade before joining @RaoulGMI to build out the crypto product. It's been an incredible 3 years. Whether as a strategist or a subscriber, I am lucky each day to read the phenomenal macro, equity, tech, AI, and geopolitics analysis from the team of independent strategists team: Raoul, @AndreasSteno, @RosenvoldGeo, and @DMattin. That's 5 strategists who often agree but, more importantly, often disagree. There is no 'house' view. If that upsets you, go become a client of Morgan Stanley, JPM or some brokerage with a conflict of interest. My lane is crypto. That's what I love, and I have never been more bullish on the secular trend that inspired me to leave the TradFi world years ago. Brutal, undignified, sleep-destroying. Best job I have ever had.

Three things held crypto back according to @dwr - Lack of regulatory clarity - Transaction limits + gas fees - No distribution to existing businesses Nothing is holding it back now with the GENIUS act, Tempo pushing 21k TPS with <$0.001 average fees, and @stripe getting onchain

Book a car with crypto. Get crypto back 🤯🚗 @AVAFoundation Smart Program members now earn $BTC, $AVA or Travel Credit givebacks on car rentals! ✅ Flights ✅ Hotels ✅ Activities ✅ Cars Level up here 👉

Co-Owner of @MilkRoadAI, @KyleReidhead doesn’t think that everyone should buy the IPOs for not-yet public stocks of @AnthropicAI and @OpenAI onchain “I think the models are being commoditized… kind of similar to crypto back in 2021, 2022.”

#CryptoAccepted# — right next to Visa and Mastercard. That's what merchant acceptance looks like now. Post-listing, $POSX enters its next phase: onboarding merchants across the US and globally to accept digital currency, powered by Omninal. Every purchase earns real $POSX rewards. The first rewards token built for real commerce, not speculation. #Visa# #Mastercard# #OUSD# #USDT# #USDC# #Omninal# #POSX#