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17:00
Aug 21
Aug 21
CoinDesk
1d
Centrifuge tokenized funds
Tokenized real-world assets
▾
HIGH
Instant liquidity makes tokenized funds DeFi-compatible
Adding instant liquidity to tokenized funds via Symbiotic's Liquid Lane removes traditional redemption timelines—T+1 for T-bills, T+3 for the high-yield bond fund, and quarterly for private credit—so holders can transact at the speed of crypto. This makes tokenized assets compatible with 24/7 crypto markets and usable in DeFi collateral and lending.
Centrifuge tokenized funds LONG
Tokenized real-world assets LONG
HIGH
15:00
Aug 21
Aug 21
CoinDesk
1d
HYPE
Crypto perpetuals
▾
MED
Hyperliquid onshore compliance path unlikely
Hyperliquid is unlikely to be brought onshore in the fully compliant manner described by President Trump because the Commodity Exchange Act and existing CFTC regulations lack a clear legal pathway; this is an important regulatory situation to watch and could draw congressional scrutiny in 2027.
HYPE WATCH
Crypto perpetuals may gain CFTC accommodation
CFTC core principles under the Commodity Exchange Act and implementing regulations could be modified to accommodate crypto perpetuals onshore, and the Innovation Advisory Committee meeting may signal whether such an onshore path develops.
Crypto perpetuals WATCH
MED
16:53
Aug 20
Aug 20
CoinDesk
2d
USO 1ST
Perpetual futures
Silicon Data compute indices
COMPUTE 1ST
Compute futures
▾
HIGH
Perpetual futures benefit USO risk management.
Perpetual futures contracts are useful risk-management tools and should be regulated as futures, not swaps, so they can come onshore; ETFs such as USO would benefit from using perpetual futures alongside quarterly contracts, and the CFTC should approve them across a wide range of products including single-name equity.
USO LONG
Perpetual futures LONG
Compute futures should launch without delay.
Compute risk-management instruments are essential to lowering capital costs and giving the US a competitive advantage in AI; Silicon Data has built robust, well-constructed, manipulation-resistant compute indices using data from numerous Neoclouds and Compute Exchange, so launching these futures should rely on self-certification rather than a lengthy comment period.
Silicon Data compute indices LONG
Compute futures LONG
Compute is emerging as key commodity.
Compute is becoming one of the greatest commodities; US data center investment is $670 billion this year even though future GPU price elasticity and user demand are uncertain, creating an opportunity to define compute as an asset class and develop hedging/insurance products around data center compute, which can make the US AI industry safer and more globally competitive.
COMPUTE LONG
HIGH
13:34
Aug 20
Aug 20
CoinDesk
2d
BTC
CFG
Symbiotic
▾
HIGH
Bitcoin could rally to $80,000.
Thielen expects Bitcoin can rally back to around $80,000 by year-end. He argues that after months of churn around $60,000, the average entry price has moved lower, so as profits improve traders will add positions and leverage. The 21-week moving average has historically been a good signal, and he sees Fed policy as a tailwind because he expects no further hikes, quantitative tightening has stopped, and inflation is easing.
BTC LONG
Instant liquidity boosts Centrifuge tokenized funds.
Adding instant USDC liquidity to Centrifuge's tokenized funds lets holders interact at the speed of crypto, solving traditional T+1, T+3, and quarterly redemption friction and making tokenized assets compatible with DeFi use cases. This addresses the main barrier cited by 67% of operators and covers funds representing roughly $1.6 billion in assets under management.
CFG WATCH
Symbiotic improves RWA liquidity and capital efficiency.
Symbiotic's Liquid Lane improves capital efficiency by layering multiple use cases on shared capital; idle capital can be productively deployed while waiting for redemptions. The RFQ system addresses the chicken-and-egg problem that limited RWA liquidity, composability, and order flow.
Symbiotic WATCH
HIGH
18:09
Aug 17
Aug 17
CoinDesk
5d
SP_PANTERA_DIGITAL_ASSET_INDEX
SOL 1ST
BTC
SECZ 1ST
BITO
▾
HIGH
Fundamentals-driven digital asset index for institutions
He built the S&P Pantera Digital Asset Index with S&P Dow Jones to give institutional investors a fundamentals-driven benchmark of digital assets with real revenue and utility, analogous to the S&P 500 profitability requirement; it excludes Bitcoin because Bitcoin is a separate digital gold thesis.
SP_PANTERA_DIGITAL_ASSET_INDEX WATCH
Ethereum leads real blockchain usage rebound
Crypto is moving from pure speculation to real blockchain usage; Ethereum is currently the leading blockchain for development and tokenization, with Solana also seeing real use. He expects this utility-driven usage to drive a rebound in crypto trading volumes once regulatory clarity arrives.
SOL LONG
ETH LONG
Bitcoin discount favors digital asset risk/reward
Bitcoin is trading 42% below its long-term trend while top AI stocks are at a 50% premium. Blockchain assets share the same AI and agentic economy tailwinds yet are down, so he sees better risk/reward in digital assets even if AI stocks keep rising.
BTC LONG
BITO LONG
Selloff overreaction; Securitize long-term upside
Securitize's 26% post-earnings selloff was a technical SPAC-liquidity overreaction by short-term holders, not a fundamental breakdown. The company has about $5B of a roughly $38B tokenized real-world asset market and strong market share; his base case is trillions of dollars of tokenized AUM over five years, supporting a $15 target versus $5.24.
SECZ LONG
Retail access to early-stage YC upside
Robinhood Ventures Fund 2 gives retail investors daily-liquid, listed access to early-stage Y Combinator companies at lower valuations with more upside than late-stage; fees are similar to venture capital with 20% only on realized gains, expanding retail access to private market wealth creation.
RHV LONG
Robinhood infrastructure layer captures crypto value
Robinhood is long-term bullish on crypto and is investing in blockchain infrastructure; Robinhood chain has already reached top one to three chains and found product-market fit, and the firm sees long-term value accruing to the infrastructure layer through tokenization and yield products like Robinhood Earn.
HOOD LONG
HIGH
17:00
Aug 14
Aug 14
CoinDesk
8d
SEA
▾
HIGH
Blockchain fractionalizes inaccessible commercial vessel assets
Commercial vessels are large income-generating assets that have historically been owned by a very small group and were inaccessible even to maritime professionals; blockchain enables fractionalization so global participants can invest in the asset class with as little as $1,000.
SEA WATCH
HIGH
15:00
Aug 14
Aug 14
CoinDesk
8d
KRE 1ST
U.S. short-term Treasuries
KBE 1ST
BITO
▾
HIGH
Stablecoin growth drains community bank deposits.
Payment stablecoin growth to $2-3 trillion will pull value from deposits that would otherwise sit at community banks because most stablecoin reserves are expected to be short-term Treasuries; the flow is redistributed to sellers of Treasury bills at the expense of community banks, reducing their local lending capacity.
KRE AVOID
U.S. short-term Treasuries LONG
Banks innovate with tokenized money.
Banks of all sizes are actively exploring tokenized money, including fully reserved payment stablecoins, tokenized deposit platforms, and consortium/network settlement, because blockchain-based payments offer always-on, instantly settled, programmable features that can benefit customers and create new bank products.
KBE LONG
SEC rulemaking may clarify crypto assets.
The SEC’s upcoming open meeting and expected rulemaking could enable the sale of investment contracts involving crypto assets; Chair Atkins does not treat decentralization as a legal issue, and if CLARITY stalls this rulemaking becomes an important source of regulatory stability and future-proofing for the crypto industry.
BITO WATCH
HIGH
18:59
Aug 13
Aug 13
CoinDesk
9d
PREDICTION MARKETS
Tokenized commercial shipping
▾
HIGH
Prediction markets democratize hedging and risk access
Prediction markets are core financial tools like perps and hedging, letting retail traders and small/medium businesses access risk transfer that used to be limited to sophisticated firms. He cites crop insurance as a weather prediction market, jet fuel futures used by airlines, and ice cream shops hedging weather as examples of efficient financialization.
PREDICTION MARKETS LONG
Blockchain fractionalizes income-generating shipping assets
Commercial shipping assets are income-generating but are owned by only a few thousand people and historically inaccessible even to maritime professionals. Blockchain enables fractionalization and democratization, allowing global participants to invest from as little as $1,000, with Shipfinex and ADI Chain preparing roughly 35 vessels worth about $500 million as tokenization candidates.
Tokenized commercial shipping LONG
HIGH
17:55
Aug 13
Aug 13
CoinDesk
9d
BLCN 1ST
RVII
Tokenized real-world assets
STABLECOINS
▾
HIGH
Crypto and blockchain infrastructure will accrue value.
Robinhood is long-term bullish on crypto as an asset class and is investing in blockchain infrastructure. Robinhood Chain has found product-market fit and is often a top one-to-three chain, and the firm believes value will accrue to the infrastructure layer over the longer term.
BLCN LONG
Early-stage YC venture access with upside.
Robinhood Ventures Fund II is a newly listed vehicle that gives everyday investors access to early-stage Y Combinator companies, investing via SAFEs at much lower valuations with more upside. It removes accreditation requirements, provides daily liquidity, charges 2% management fee and 20% only on realized gains, and selects about 40 companies per YC batch with a dedicated YC-experienced portfolio manager.
RVII LONG
Tokenized real-world assets are next cycle.
Tokenization of real-world assets, including equities and other assets, is a major crypto narrative and use case. Robinhood is building tokenization capabilities overseas and sees Robinhood Chain as well suited for real-world assets and builders, supporting the next crypto cycle.
Tokenized real-world assets LONG
DeFi stablecoin yield beats traditional finance.
DeFi enables certain financial activities better than traditional finance; Robinhood Earn offers 7% yield on stablecoins, something not available in TradFi, making stablecoin yield and DeFi a key crypto use case.
STABLECOINS LONG
HIGH
14:47
Aug 12
Aug 12
CoinDesk
10d
BLCN 1ST
COMP 1ST
AAVE 1ST
MORPHO
APO 1ST
▾
HIGH
Blockchain infrastructure is the real product.
The real investable shift is not speculative crypto products but blockchain-based financial infrastructure that upgrades the pipes connecting the same borrowers and lenders, makes operations more efficient, and aims to bring the entire $200 trillion credit market on-chain.
BLCN LONG
Morpho infrastructure model beats Aave/Compound.
Aave and Compound act like on-chain banks that manage assets and underwrite borrowers, creating concentrated underwriting risk; Morpho is instead pure plumbing for credit with permissionless markets and non-custodial vaults, making its architecture more flexible and less exposed to asset-management mistakes.
COMP AVOID
AAVE AVOID
Morpho aggregates global lenders and borrowers.
Morpho Blue currently addresses crypto variable-rate open-term crypto-backed loans, a roughly $50 billion market where Morpho covers about $13 billion and is fastest growing; Morpho Midnight expands the addressable market into much larger traditional credit by adding fixed-rate fixed-term, programmable compliance, portfolio collateral, and marketplace interest-rate discovery.
MORPHO LONG
Apollo leads institutional crypto credit.
Apollo is one of the most aggressive traditional asset managers entering crypto and operates as a credit factory; the Morpho partnership positions Apollo as a leading institutional player in on-chain credit and private credit infrastructure with scale to underwrite many loan types.
APO LONG
HIGH
19:22
Aug 10
Aug 10
CoinDesk
12d
MSTR
GLXY 1ST
ABTC
▾
HIGH
MSTR outperforms Bitcoin via leverage.
Strategy (MSTR) is a fundamentally levered or amplified Bitcoin play; as it accumulates Bitcoin, the Bitcoin per share increases, leading to outperformance against Bitcoin itself. Historically, since investing, Bitcoin up 33%, MSTR up 42%. The company expects to continue outperforming Bitcoin in the next bull cycle.
MSTR LONG
Galaxy Digital AI pivot creates opportunity.
Galaxy is transitioning from a crypto-dominated company to an AI-first company, causing narrative messiness, but fundamentals and execution remain solid. The market is digesting this transition, creating a mispriced opportunity. The data center business within the AI boom offers significant growth potential, and the company can execute on both digital asset and AI sides, offering a bullish long-term outlook.
GLXY LONG
Pure play Bitcoin miners benefit from AI pivot.
Pivot of Bitcoin miners to AI is leaving an opportunity for pure play Bitcoin miners, as mining cost decreases with less competition, boosting profitability when Bitcoin price rises. American Bitcoin is well positioned as a pure play miner, though its Trump family ties add narrative complexity. Long-term, it is likely to perform fine as Bitcoin recovers.
ABTC WATCH
HIGH
15:00
Aug 08
Aug 08
CoinDesk
14d
AI16Z 1ST
ETH 1ST
Crypto AI tokens
NVDA 1ST
SOL 1ST
▾
HIGH
AI16Z is dead, avoid.
The AI16Z token was a memecoin experiment that never had real value accrual. Shaw Walters declared the project dead, sold his own tokens, and advises avoiding it entirely because it lacks any future utility or investment merit.
AI16Z AVOID
Ethereum, Solana are foundational, long.
Ethereum and Solana are foundational blockchain platforms with strong teams and beautiful technology. Despite the toxic casino culture, they represent the positive future of crypto and are worth believing in.
ETH LONG
SOL LONG
AI tokens are doomed, avoid.
AI-themed crypto tokens are speculative zero-sum games dominated by insiders and cabal networks. They lack real value creation and are likely to go to zero, making them dangerous for retail investors. Walters hopes they all collapse.
Crypto AI tokens AVOID
Nvidia generates real value, long.
Nvidia is a real value-generating company where investors can win together, unlike speculative crypto. Its long-term building contrasts with the quick-fix casino, making it a superior investment.
NVDA LONG
HIGH
18:57
Aug 07
Aug 07
CoinDesk
15d
ETH
HYPE
UNI
PENDLE
BTC
▾
HIGH
Watch DeFi majors for CLARITY front-running.
Markets will front-run the CLARITY Act vote, with odds being sniffed out early and expressed in major DeFi tokens like Bitcoin, Ether, Hype, Uniswap, Ono, and Pendle. Traders should monitor aggregate open interest, funding rates, prediction market odds, and liquidation levels for early signals of positioning.
ETH WATCH
HYPE WATCH
UNI WATCH
PENDLE WATCH
BTC WATCH
ONDO WATCH
Avoid altcoins and memecoins.
Altcoins and memecoins lack product-market fit, sustainable revenue, and regulatory clarity. They have opaque leadership and capital flows are moving to tokenized equities and RWAs, making altcoins unattractive relative to those sectors.
Altcoins and memecoins AVOID
HIGH
17:19
Aug 06
Aug 06
CoinDesk
16d
TGLD 1ST
AAPL 1ST
▾
HIGH
TGLD enables efficient DeFi collateral lending.
T-Gold (TGLD) is a tokenized gold asset backed by CME derivatives positions, enabling efficient minting and burning without requiring large on-chain liquidity pools. This makes it high-quality collateral for DeFi lending, unlocking new lending markets beyond the brute-force DEX liquidity model and allowing curators to underwrite assets based on structural liquidity.
TGLD LONG
Tokenized Apple stock adoption is surging.
Tokenized stocks, led by Apple (AAPL), are seeing organic, consistent growth in 2026 with no signs of slowing. They trade 24/7 on Binance and Hyperliquid with tighter spreads than traditional brokerages, especially outside market hours. The ability to use Apple as collateral for crypto buying is weeks to months away, creating a cross-collateralization breakthrough that will make tokenized Apple stock a compelling asset.
AAPL LONG
HIGH
18:00
Aug 03
Aug 03
CoinDesk
19d
MSTR 1ST
CLSK 1ST
PYPL 1ST
WULF 1ST
ETH
▾
HIGH
Strategy's Bitcoin yield drives earnings power.
Strategy (formerly MicroStrategy) sold Bitcoin for the first time as a capital allocation tactic to keep instruments near par, enabling continued capital raising and Bitcoin purchases. The company remains best-of-breed and can generate incremental satoshis per share, which acts as earnings power and should command a premium to its Bitcoin holdings. A rally in Bitcoin to $100,000 would be a massive driver, and the analyst forecasts 7% Bitcoin yield next year with a price target of $2011.
MSTR LONG
AI data center pivot gaining traction.
Bitcoin miners are pivoting to AI data center infrastructure, signing new contracts and breaking ground. CleanSpark recently signed its first contract, showing the pivot is gaining traction. Companies like HUT, Core Scientific, and Terawulf have the teams and long-lead-time products in place to execute, and the environment for data center demand is rich as hyperscaler capex moves closer. The analyst is bullish on these names for the next 6-12 months.
CLSK LONG
WULF LONG
CORZ LONG
HUT LONG
PayPal could be acquired at higher bid.
Stripe and Advent made a $60.50 per share bid for PayPal, which the board rejected. The CEO indicated the company is open to evaluating opportunities, suggesting the door is not closed. Ongoing negotiations could lead to a higher offer; if the bid price rises closer to $70, a deal could happen, providing upside from current levels.
PYPL LONG
Grayscale low-cost mini ETFs attracting inflows.
Grayscale's low-cost Bitcoin Mini Trust and Ethereum Mini Trust are among the cheapest in the market and have attracted net inflows of over $700M and $500M respectively this year, even during a prolonged period of outflows elsewhere. These products suit fee-sensitive long-term investors, and the in-kind creation mechanism allows crypto whales to convert native holdings into ETFs for tax advantages, succession planning, and custody diversification, providing an additional inflow channel.
ETH LONG
BTC LONG
Hyperliquid ETP riding perpetuals growth wave.
Hyperliquid is the largest DeFi platform for perpetual futures, enabling exposure to assets like oil, the S&P 500, and even pre-IPO SpaceX. Grayscale's Hyperliquid ETP (HYPG) has gathered over $100 million in assets quickly, reflecting strong demand. As the crossover between traditional underlying exposures and crypto-native vehicles builds, HYPG offers a way to express conviction in this growth.
HYPG LONG
Coinbase cost control and catalysts ahead.
Coinbase reported a weak quarter with low trading volume and no near-term catalyst from the CLARITY Act. However, management reduced headcount by 14% and can further control expenses to maintain positive adjusted EBITDA. Multiple catalysts exist including prediction markets, tokenized equities, pre-IPO perks, B2B stablecoin payments, and agent convert, which could drive the next wave of blockchain adoption. The analyst has a $24 price target.
COIN LONG
HIGH
17:00
Jul 31
Jul 31
CoinDesk
22d
INJ
▾
MED
Pilot could flood Injective network volume.
POSCO International, South Korea’s largest trading company, is piloting tokenized trade receivables on Injective with LG CNS. The initiative targets cross-border settlement pain points, which account for 84% of POSCO’s revenue, and aims to reduce settlement time from 30–90 days to 600 milliseconds. Eric Chen expects the pilot to trigger a gradual expansion, then a sudden ‘everything at once’ overhaul once effectiveness is proven, opening floodgates where POSCO moves the majority of its transactions and settlements to Injective’s infrastructure stack, which would drive massive network usage and demand for the INJ token.
INJ LONG
MED
20:46
Jul 30
Jul 30
CoinDesk
23d
STRF 1ST
STRD 1ST
BTC
STRC
MSTR
▾
HIGH
STRF senior preferred with high spread premium.
STRF senior preferred has a BTC overcollateralization of 12.9x, with a floor rate requiring Bitcoin to fall >21% per year to be undercollateralized. Even with modest Bitcoin appreciation (12.5% annually), it would be investment grade. It offers a massive spread premium over theoretical credit spreads and is attractively priced for long-term credit investors who trust the company.
STRF LONG
STRD high-yield preferred for long-duration investors.
STRD is a high-yield preferred with an effective yield around 16% and a spread premium of 1,048 basis points above theoretical credit spreads. Even under skeptical Bitcoin return assumptions, its risk-adjusted return is compelling for long-duration credit investors who believe in the company's plan.
STRD LONG
Bitcoin is digital capital near cycle low.
Bitcoin is the dominant digital capital network with growing dominance, increasing banking adoption, and sentiment near cycle lows. It is trading at a very slight premium to its 200-week moving average, historically a solid entry point. Headwinds from AI capital expansion, trade tensions, and Fed policy are expected to ease or turn into tailwinds, supporting long-term appreciation.
BTC LONG
STRC yields highest among credit instruments.
STRC (Stretch) is the flagship digital credit product offering a 13.6% effective yield and 21.6% tax-equivalent yield, the highest among major credit classes. It is the number one holding in the three largest preferred credit ETFs, reflecting institutional demand. The company is committed to using its $1 billion buyback and other measures to return it to par, making it an attractive short-duration credit instrument with limited downside.
STRC LONG
MSTR designed to outperform Bitcoin long-term.
MSTR equity is built to outperform Bitcoin over the long term, with a 100% success rate over four-year holding periods. The digital credit business is dramatically undervalued by the market, which implies only a $2 billion premium to net reserves despite potential for billions in annual net income from credit issuance. Wide moats from capital, technology, brand, and network effects support future valuation expansion.
MSTR LONG
HIGH
19:24
Jul 30
Jul 30
CoinDesk
23d
INJ 1ST
ZEC
▾
MED
Injective pilot could scale to mass adoption
POSCO International's pilot tokenizing trade receivables on Injective could lead to a full-scale overhaul where the company moves the majority of its cross-border transactions and settlement onto Injective, dramatically increasing network usage and potentially boosting INJ token value.
INJ LONG
Zcash used by those escaping oppressive governments
Zcash serves people in countries with oppressive governments who need to move wealth discreetly, similar to early Bitcoin adopters. This user segment could drive long-term demand for ZEC.
ZEC LONG
MED
20:59
Jul 29
Jul 29
CoinDesk
24d
HOOD
▾
HIGH
Robinhood stock will reach trillion-dollar valuation.
Robinhood is on a path to become a trillion-dollar company, with multiple large growth vectors including core brokerage, retirement, banking, crypto, international expansion, and B2B opportunities. The company believes it can 10x the business over the next decade, and adjacent markets are actually larger than the current core, providing a massive runway for compounding.
HOOD LONG
HIGH
19:00
Jul 29
Jul 29
CoinDesk
24d
MPL 1ST
HOOD 1ST
▾
LOW
Maple survived default, rebuilt credibility.
Maple Finance survived a major protocol default and rebuilt its credibility, demonstrating resilience that cannot be bought and making it a project the speaker highly rates.
MPL LONG
Robinhood leads DeFi adoption, user experience.
Robinhood is leading the charge in bringing DeFi products to a broad customer base with a curated, user-friendly experience, demonstrating how traditional finance can adopt DeFi's best ideas.
HOOD LONG
LOW
16:26
Jul 29
Jul 29
CoinDesk
24d
USDG 1ST
▾
MED
Earn ~7% yield via USDG lending.
Robinhood Earn allows users to convert dollars to USDG and lend it into a vault to earn approximately 7% annual yield. The program is backed by an insurance partnership with Lloyd's of London, offering a high DeFi-like return while maintaining the safety and user experience of a trusted traditional platform. This creates an attractive yield opportunity for stablecoin holders.
USDG LONG
MED
21:00
Jul 28
Jul 28
CoinDesk
25d
Oil perpetual futures
SpaceX pre-IPO perpetual futures
▾
MED
Oil perps proven essential on weekends
During the Middle East conflict, billions of dollars of volume traded in oil perpetual futures on weekends when traditional commodity exchanges were closed, proving that oil perps provide essential 24/7 hedging and liquidity. This demonstrated demand makes them a must-have for active institutional traders, driving further adoption and volume growth.
Oil perpetual futures LONG
SpaceX pre-IPO perps see institutional demand
Institutional asset managers are rushing to onboard to access pre-IPO equity exposure through perpetual futures, particularly ahead of the monumental SpaceX IPO. This novel avenue allows them to manage exposures early, signaling strong demand and potential upside for the perp instruments tied to SpaceX.
SpaceX pre-IPO perpetual futures LONG
MED
19:36
Jul 28
Jul 28
CoinDesk
25d
Morgan Stanley Solana ETF
MSBT 1ST
ETH 1ST
SOL 1ST
▾
HIGH
Cheapest ETFs with full staking rewards pass-through
The new Morgan Stanley Ether and Solana ETFs are the cheapest at 14 bps, provide 100% pass-through of staking rewards (estimated 2-3% for ETH, 6-8% for SOL) on top of price returns, and are the first from a regulated US bank-owned asset manager, differentiating from many unregulated competitors.
Morgan Stanley Solana ETF LONG
ETH LONG
Cheapest bank-owned Bitcoin ETF with strong demand
Morgan Stanley's Bitcoin ETF, the cheapest at 14 bps and the first from a US bank-owned asset manager with rigorous standards, attracted $400 million in a short period and shows strong resilience and demand, making it an attractive low-cost vehicle for Bitcoin exposure.
MSBT LONG
Ether institutional tech, Solana trading, both diversify
Ether has long-term institutional buy-in, proven technology, and utility in tokenization and stablecoins, while Solana is positioned as a trading cryptocurrency; both are well-suited for long-term portfolio diversification.
SOL LONG
HIGH
18:16
Jul 27
Jul 27
CoinDesk
26d
BTC
▾
HIGH
Clarity Act passage not priced in
The Clarity Act’s potential passage is not priced into Bitcoin; currently it explains only about 4% of daily price moves. If it passes before the summer recess, it acts as a legislative call option, reigniting the institutional adoption narrative and potentially driving significant upward momentum, similar to the 25% rally earlier this year when institutional adoption returned.
BTC LONG
HIGH
18:00
Jul 23
Jul 23
CoinDesk
1mo
ETH 1ST
ADA
BTC 1ST
▾
HIGH
Ethereum structurally flawed, avoid.
Ethereum has made fundamental errors: no on-chain treasury, parasitic L2 ecosystem, lack of decentralized governance leading to oligarchy. Its approach is structurally flawed and will lead to capture by Wall Street; avoid.
ETH AVOID
Cardano uniquely positioned for strong growth.
Cardano will grow strongly over the next 12-24 months due to unique capabilities: on-chain governance, Bitcoin DeFi, partner chain airdrops to ADA holders, ZK infrastructure, narrative reset, and a 'doing it right' approach akin to Anthropic's success.
ADA LONG
Crypto near bottom, great buying opportunity.
Crypto fear and greed index is at 24, market is only 50% down from its peak versus typical 70-80% bear cycle drawdowns, indicating we are near the bottom. This creates a great buying opportunity, and long-term bullish with trillions in RWA inflows and new user adoption.
BTC LONG
HIGH
20:00
Jul 21
Jul 21
CoinDesk
1mo
ZEC 1ST
▾
HIGH
Zcash gains quantum resistance advantage.
Zcash is executing a three-step plan to become fully quantum-resistant, prioritizing the privacy of historical shielded transactions because they cannot be retroactively secured. Its architecture already resists 'harvest now, decrypt later' attacks since decryption keys are not stored on-chain, giving Zcash a unique edge in quantum resilience and privacy protection.
ZEC LONG
HIGH
14:00
Jul 21
Jul 21
CoinDesk
1mo
BTC 1ST
ETH
▾
HIGH
Buy Bitcoin, Ethereum at distressed prices
Despite retail investors rotating into AI hype, the underlying story for Bitcoin and Ethereum remains strong due to continued institutional adoption and regulatory tailwinds, creating a buying opportunity at current distressed prices for long-term investors.
BTC LONG
ETH LONG
HIGH
18:00
Jul 20
Jul 20
CoinDesk
1mo
SMH 1ST
BTC 1ST
HUT 1ST
ETH 1ST
▾
HIGH
Chip margins pressured by Chinese competition.
A Chinese AI model from Moonshot AI triggered a semiconductor selloff because the model shows price competition, meaning AI will cost less, squeezing future margins for chip companies that invested heavily in capex. Profit-taking will concentrate in memory and chip stocks as people exit levered positions.
SMH AVOID
Bitcoin cheap, Clarity Act catalyst to $100K.
Bitcoin and Ethereum are trading at distressed prices while institutional adoption, supportive regulation, and strong underlying fundamentals continue. Retail investors should use this time to accumulate positions, as the longtail opportunity remains strong.
BTC LONG
Crypto miners pivoting to AI have upside.
Crypto mining companies that are pivoting into AI, like Hut 8 which just signed a 15-year data center lease, have significant upside potential because combining blockchain with AI creates 24/7 efficient markets.
HUT LONG
Buy Bitcoin and Ethereum on distress.
Bitcoin and Ethereum are trading at distressed prices while institutional adoption, supportive regulation, and strong underlying fundamentals continue. Retail investors should use this time to accumulate positions, as the longtail opportunity remains strong.
ETH LONG
HIGH
15:00
Jul 18
Jul 18
CoinDesk
1mo
GLD 1ST
BTC 1ST
▾
MED
Rotate from gold into Bitcoin now
Precious metals are near historic highs, while Bitcoin is showing signs that the bear market is coming to a close. Clients are rotating away from precious metals back into Bitcoin. The relative setup currently favors allocating away from gold into Bitcoin, making it a much more attractive proposition.
GLD AVOID
BTC LONG
MED
17:00
Jul 17
Jul 17
CoinDesk
1mo
BIL 1ST
▾
HIGH
Tokenized money market funds have product-market fit
Tokenized money market funds are a breakthrough because the tokenization enables portable, yield-bearing assets that can move through corporate treasury pipes while continuing to earn interest. Product-market fit for tokenized money markets is already here, and this zero-to-one moment is a game-changer for corporate treasurers.
BIL LONG
HIGH
15:07
Jul 17
Jul 17
CoinDesk
1mo
BITO 1ST
▾
HIGH
Stablecoin adoption accelerates digital assets
The US-UK transatlantic task force joint recommendations on stablecoins and tokenized assets show a clear positive direction of travel; market participants should be very encouraged that the US and UK are coordinating on rules and accelerating cross-border adoption.
BITO LONG
HIGH
19:04
Jul 16
Jul 16
CoinDesk
1mo
BTC FLIP
▾
HIGH
Bitcoin near bottom, accumulate now
Bitcoin is closer to the bottom than the top, looking constructive over recent weeks; investors should get exposure at these levels. While not calling an exact bottom, if BTC can hold $65k and a pullback holds $63-64k, that would be a positive sign. Long-term bullish as a Bitcoin maxi, with Bitcoin remaining sensitive to broader liquidity improvements.
BTC LONG
HIGH
18:00
Jul 13
Jul 13
CoinDesk
1mo
UNI
LINK
AAVE
XLM
WULF
▾
HIGH
Value capture revamp could spark resurgence
Legacy DeFi tokens like Uniswap, Aave, Chainlink, and Stellar have material market share and are battle-tested. If they adopt better value capture mechanisms (e.g., buybacks), they could attract traditional capital and see a resurgence of interest.
UNI WATCH
LINK WATCH
AAVE WATCH
XLM WATCH
AI data center pivot with power edge
TeraWulf is uniquely positioned in AI data centers thanks to the $19B, 20-year Anthropic lease, disciplined capital recycling from the Abernathy sale, and 35 years of power infrastructure expertise, making it a differentiated play versus less prepared Bitcoin miners pivoting to AI.
WULF LONG
Liquid crypto attractive on fundamentals disconnect
Crypto fundamentals are much stronger than current prices suggest amid the strongest-ever convergence of traditional finance and crypto. Multiple catalysts — Robinhood chain, OUSD stablecoin consortium, tokenized equities, and potential regulatory clarity — are building, creating a disconnect that makes liquid crypto very attractive.
BTC LONG
ETH LONG
Momentum on revenue and token buybacks
Hyperliquid has strong revenue growth and direct value capture through token buybacks, a pattern the market rewards. This fundamental momentum can continue.
HYPE LONG
Front and center in Robinhood chain
Lighter is front and center in Robinhood chain’s solution, leading to a strong price move, and the integration with Robinhood’s broad distribution could drive further interest.
LIT LONG
HIGH
19:00
Jul 10
Jul 10
CoinDesk
1mo
SPCX
SOL 1ST
▾
HIGH
Tokenized SpaceX SPCX demand surging
Tokenized SpaceX shares (SPCX) saw record trading volume and far exceeded expectations, driven by the ability to move assets freely between traditional finance and Solana DeFi. As inventory and liquidity build, Backpack will add more symbols, creating a 24/7 global on-chain capital market that should continue to attract liquidity and grow demand for tokenized equities like SPCX.
SPCX LONG
Solana DeFi benefits from tokenized equity growth
The entire Solana DeFi ecosystem is credited for enabling the successful tokenized stock offering, allowing assets to flow seamlessly between traditional finance and on-chain markets. As tokenized equity trading grows and becomes a global 24/7 marketplace, Solana DeFi will benefit from increased usage, liquidity, and importance as the underlying infrastructure.
SOL LONG
HIGH
15:57
Jul 10
Jul 10
CoinDesk
1mo
CLARITY Act YES contract (Poly Market)
CLARITY Act YES contract (Kalshi)
▾
MED
Bet CLARITY Act passage above 40%.
Prediction markets currently price CLARITY Act passage at ~40%, but Summer Mersinger believes the true probability is around 60% for passage and 99% for a vote, driven by her insider legislative experience and the fact that Congress banned staff from using prediction markets, reducing informed trading. This mispricing creates an opportunity to go long the CLARITY YES contract on Poly Market or Kalshi.
CLARITY Act YES contract (Poly Market) LONG
CLARITY Act YES contract (Kalshi) LONG
MED
14:55
Jul 10
Jul 10
CoinDesk
1mo
ETH 1ST
SPCX 1ST
▾
HIGH
Slow roadmap risks Ethereum losing dominance
Ethereum's ambitious roadmap timeline of 3-4 years (likely extending to 5) is too slow, risking loss of its first-mover advantage to more modern blockchains or centralized corpo chains. Speed, governance transparency, and quantum readiness are lacking, which could lead investors to reduce exposure.
ETH AVOID
SPCX token sees massive adoption success
The tokenized SpaceX stock offering (SPCX) generated $1.08 billion in onchain trading volume, far exceeding expectations, and the platform will expand to more symbols, building a 24/7 global capital market for securities onchain.
SPCX LONG
HIGH
20:50
Jul 08
Jul 08
CoinDesk
1mo
META 1ST
▾
HIGH
Agentic commerce and AR glasses drive Meta growth.
Agentic commerce, leveraging AI and messaging platforms like WhatsApp, could become the majority of the economy and the next tier of business for Meta, with over one million businesses already using WhatsApp business agents; augmented reality glasses represent the ultimate form factor for future computing, and AI tools will enhance creative and marketing capabilities, positioning Meta for sustained growth.
META LONG
HIGH
18:49
Jul 06
Jul 06
CoinDesk
1mo
SECZ
MSTR
HYPE
PGR 1ST
ICE 1ST
▾
MED
Pioneering tokenized equity, trading at premium.
Securitize is the first U.S. company to tokenize its own common stock on blockchains (Solana and Avalanche) and list it for trading, proving that on-chain equity tokenization is legal and operational in the U.S. The firm raised over $400 million via a SPAC merger and was trading 33% above its $10 SPAC price at the time of the interview, positioning it as a leader in the accelerating tokenization narrative on Wall Street.
SECZ LONG
MicroStrategy now selling Bitcoin, avoid.
MicroStrategy has shifted from being the marginal buyer of Bitcoin to the marginal seller. Its debt products (STRC, STRF) trade below par, preventing new issuance to fund further Bitcoin purchases. With billions in contractual obligations coming due, the company is forced to either sell Bitcoin or dilute common equity. The stock lacks momentum and is likely to be sold into rallies, making it an unattractive hold in this environment.
MSTR AVOID
Strong momentum, buybacks, key partnerships.
Hyperliquid is the best asset in digital assets right now because it has strong product-market fit, token buybacks, and momentum. It recently struck deals with both Coinbase and Circle, cementing its role as the attention asset in the category. As long as the trend remains intact, it is worth staying long via the token or the related ETFs.
HYPE LONG
Undervalued insurer, AI beneficiary, buy.
Quality stocks are extremely cheap after capital rotated into momentum and semiconductor names. Insurance stocks like Progressive are underowned and insulated from AI disruption; in fact, they will benefit from efficiency gains. Progressive has already started to rally from a depressed base, offering a mean-reversion opportunity alongside regulatory moats.
PGR LONG
Cheap exchange owner, quality business.
Intercontinental Exchange, the owner of the NYSE, is a quality dominant market leader that rarely trades as cheaply as it does currently. It is a balance-sheet business with strong regulatory compliance that will not be disrupted by AI, making it a long-term quality holding to own while the broader market chases momentum.
ICE LONG
MED
17:00
Jul 03
Jul 03
CoinDesk
1mo
Securitize AAA CLO with BNY
▾
MED
AAA CLO offers safe extra yield.
The AAA CLO product with BNY is seeing strong inflows because it is almost as safe and liquid as Treasuries but provides around 100 basis points higher yield, attracting investors who want extra income within a safe asset.
Securitize AAA CLO with BNY LONG
MED
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