Ryan Rasmussen

4.5 ★★★★★ Posted today
Head of Research, Bitwise
@RasterlyRock · tracked since Feb 2026
Follow Twitter Site
Ideas 2
Long / short 2 L/0 S
Win rate 50%
Tracked posts 10 0.14/day
Avg return -4.2%
Long return -4.2%
Short return -
New ideas 1 last 30d
Most mentioned
Best trades
Worst trades

Pick return distribution

Live distribution of all picks with entry price. Right tail = home runs.
< -30%-30/-10-10/00/+20+20/+50+50/+100> +100%
Bottom 10%
-
Median
-
Top 10%
-

Average returns

first-opened thesis horizon: return + win-rate
7 days 1 eval.
-24.4%
L -24.4% S -
Win rate 0%
30 days 1 eval.
-20.8%
L -20.8% S -
Win rate 0%
90 days 0 eval.
-
L - S -
Win rate -
Closed-window returns from the first opened position per ticker/side. 90d = picks opened 90+ days ago
Result
Theme Stance
Ticker
Side
Theme
Entry
P&L
Thesis
First opened
Mentions
Source
LINK
Long
Crypto
$9.69
+0.7%
Chainlink gains from tokenization and stablecoin growth
May 05
YOUTUBE
CRCL
Long
Fintech
$126.20
-9.2%
Ryan Rasmussen stated Circle is a "pure play way to get exposure" to the stablecoin market, which is predicted to grow from $300B to $4T, and that it holds ~80-90% of the *regulated* stablecoin market. Institutional demand for regulated stablecoin exposure is growing. Circle's dominant positioning in the regulated segment, which is where most future growth from traditional finance is expected, gives it a structural advantage. LONG because Circle is uniquely positioned to capture disproportionate growth in the expanding and increasingly regulated stablecoin ecosystem. Regulatory delays (e.g., Clarity Act not passing) or increased competition eroding its market share in the regulated segment.
Mar 24
YOUTUBE
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