Calls
9
#896
Alpha Score 33.9
Ish Asad
Research Analyst, Bitwise
Win Rate
33.3%
return
-0.5%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 10
$122.59
+0.3%
Ish frames tokenization winners in three layers: issuers such as Ondo, Xtocks and Dinari generate revenue from bringing stocks onchain; mid-layer DeFi platforms like Aave and Uniswap generate lending/trading activity; and base-layer L1s Ethereum and Solana accrue value as settlement layers, with Ethereum already hosting about half of stablecoins and tokenized assets.
Crypto Assets
Long
Sep 10
$77111.60
-0.3%
Ryan expects Bitcoin to end the year above $100K, which he calls conservative. He cites historically strong Q4 seasonality, reaccelerating ETF flows, churning through Q2 worries like Strategy and quantum, debasement concerns pushing investors toward hard assets like Bitcoin and gold, and the potential momentum once Bitcoin reclaims year-to-date losses. Ish agrees and adds that AI-stock rotation is due.
Crypto Assets
Long
Sep 10
$2460.57
-0.4%
Ish frames tokenization winners in three layers: issuers such as Ondo, Xtocks and Dinari generate revenue from bringing stocks onchain; mid-layer DeFi platforms like Aave and Uniswap generate lending/trading activity; and base-layer L1s Ethereum and Solana accrue value as settlement layers, with Ethereum already hosting about half of stablecoins and tokenized assets.
Crypto Assets
Long
Sep 10
$113.99
-2.7%
Robinhood Chain has been one of the most successful layer-2 launches in history. Beyond the memecoin noise, Ish sees real businesses forming on Robinhood Chain, generating real fee revenue from users, including tokenized stock inflows and protocols that reinvest memecoin fees into tokenized stocks and pay dividends.
Brokers
Long
Sep 10
$80.27
-1.0%
Ryan expects Q4 to produce a volume and open-interest explosion in prediction markets driven by NFL, NBA, MLB, college football, Fed decisions, midterms and year-end crypto price markets. Unlike 2024, attention is split across Polymarket, Kalshi, Coinbase, Robinhood and Hyperliquid's HIP-4 outcome markets, and Ryan specifically expects Hyperliquid's prediction market to surprise to the upside.
Crypto Assets
Long
Sep 10
$2.29
+0.0%
Ish argues crypto is entering a DeFi decade, not just a DeFi summer. Stablecoins, tokenized stocks and other assets will propel capital into DeFi protocols like Aave, Uniswap and Morpho, generating fee revenue, while DeFi tokens are shifting tokenomics to buybacks that directly link token value to protocol growth.
Crypto Assets
Long
Sep 10
$0.35
+0.1%
Ish frames tokenization winners in three layers: issuers such as Ondo, Xtocks and Dinari generate revenue from bringing stocks onchain; mid-layer DeFi platforms like Aave and Uniswap generate lending/trading activity; and base-layer L1s Ethereum and Solana accrue value as settlement layers, with Ethereum already hosting about half of stablecoins and tokenized assets.
Crypto Assets
Long
Sep 10
$99.48
+0.0%
Ish frames tokenization winners in three layers: issuers such as Ondo, Xtocks and Dinari generate revenue from bringing stocks onchain; mid-layer DeFi platforms like Aave and Uniswap generate lending/trading activity; and base-layer L1s Ethereum and Solana accrue value as settlement layers, with Ethereum already hosting about half of stablecoins and tokenized assets.
Crypto Assets
Long
Sep 10
$6.05
-0.8%
Ish frames tokenization winners in three layers: issuers such as Ondo, Xtocks and Dinari generate revenue from bringing stocks onchain; mid-layer DeFi platforms like Aave and Uniswap generate lending/trading activity; and base-layer L1s Ethereum and Solana accrue value as settlement layers, with Ethereum already hosting about half of stablecoins and tokenized assets.
Crypto Assets
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Ish Asad has 9 trade ideas tracked on Buzzberg across 9 tickers since September 2026. Ranked #896 on the Buzzberg Alpha leaderboard. Most covered: BTC, HOOD, ETH.
