Calls
12
#232
Alpha Score 82.2
Ran Neuner
Founder, CryptoBanter
Win Rate
66.7%
return
+12.0%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 05
$61240.00
+32.4%
Bitcoin has a >50% chance of having bottomed, and today's bear flag breakout above $80k could invalidate the four-year bear cycle, supported by stock market exuberance and MicroStrategy's STRK self-perpetuating buying cycle. Longer-term value investors should buy now.
Crypto Assets
Long
Jun 05
$65.66
+58.3%
Solana at $85 offers a favorable risk/reward for long-term investors—it could drop to $65 but has upside to $1000, making it a gift at current levels. The technology and ecosystem are valuable.
Crypto Assets
Long
Feb 25
$473.42
-13.4%
Gold has decoupled from Bitcoin and is hitting all-time highs (cited as $5,200 in this future timeline) while Bitcoin falters. Sovereign buying (specifically the People's Bank of China) is driving Gold. Since China dumps US Treasuries and cannot buy Bitcoin (banned), Gold has become the *actual* recipient of the "Store of Value" capital flight. LONG as the winner of the current macro "fear" trade. Reversal of Chinese monetary policy or a sudden rotation back into risk-on digital assets.
Gold has decoupled from Bitcoin and is hitting all-time highs (cited as $5,200 in this future timeline) while Bitcoin falters. Sovereign buying (specifically the People's Bank of China) is driving Gold. Since China dumps US Treasuries and cannot buy Bitcoin (banned), Gold has become the *actual* recipient of the "Store of Value" capital flight. LONG as the winner of the current macro "fear" trade. Reversal of Chinese monetary policy or a sudden rotation back into risk-on digital assets.
Commodities
Long
Aug 23
$2448.60
+1.8%
ETF investors bought much more Ethereum than Bitcoin during the rebound, and the ETH/BTC chart is up about 10%, showing Ethereum outperforming Bitcoin; this reflects a broad crypto bid with Ethereum taking a larger relative share.
Crypto Assets
Long
Aug 23
$82.42
+4.5%
The best crypto applications are those with product-market fit, real revenue, network effect, and mechanisms to return money to token holders via buyback-and-burn; Hyperliquid earns significant trading fees and burns tokens, while Pump.fun earns about $1 million per day and burns about $500k per day.
Crypto Assets
Long
Aug 23
$62.72
-3.5%
Treasury Secretary Bessent is signaling the Treasury will do whatever it takes to bring down long-end yields, and because they will double down rather than retreat, the liquidity and backstop are "the best news" for Bitcoin, gold, and silver holders, with prices likely to continue rising.
Commodities
Long
Aug 23
$0.85
-9.4%
For crypto portfolio construction, after Bitcoin the next allocation should be layer-one blockchain rails, and the winners have already been selected: Ethereum, Solana, and possibly Sui.
Crypto Assets
Long
Aug 23
$848.26
+13.9%
Zcash is like Bitcoin but anonymous, with the same proof-of-work mechanism and 21 million coin supply; early Bitcoin backers are now supporting it, and the first Zcash ETF starts trading August 25, opening Wall Street access. It is one of his biggest positions.
Crypto Assets
Short
Jun 05
$102.47
+10.9%
Intel's stock is in an overheated rally—he expects it to be much cheaper within 3–6 months, making it a good short candidate despite not actively shorting it himself.
Foundry Equipment
Long
Feb 25
$183.94
+4.2%
Neuner explicitly states Coinbase (COIN) is his "biggest holding by far" and he also holds a significant position in Robinhood (HOOD). In a market where specific token winners are uncertain ("I don't know which tokens will be quantum resistant"), the infrastructure plays are the safest bet. If the crypto industry survives, trading volume must flow through regulated venues. COIN specifically captures the "Agentic Economy" via its Base L2 chain and custody services. LONG as a defensive "pick and shovel" play on the crypto industry. Regulatory conflict between Coinbase CEO Brian Armstrong and the US Treasury (specifically Scott Bessent in this 2026 timeline).
Neuner explicitly states Coinbase (COIN) is his "biggest holding by far" and he also holds a significant position in Robinhood (HOOD). In a market where specific token winners are uncertain ("I don't know which tokens will be quantum resistant"), the infrastructure plays are the safest bet. If the crypto industry survives, trading volume must flow through regulated venues. COIN specifically captures the "Agentic Economy" via its Base L2 chain and custody services. LONG as a defensive "pick and shovel" play on the crypto industry. Regulatory conflict between Coinbase CEO Brian Armstrong and the US Treasury (specifically Scott Bessent in this 2026 timeline).
Crypto Infrastructure
Long
Feb 25
$77.53
+59.2%
Neuner explicitly states Coinbase (COIN) is his "biggest holding by far" and he also holds a significant position in Robinhood (HOOD). In a market where specific token winners are uncertain ("I don't know which tokens will be quantum resistant"), the infrastructure plays are the safest bet. If the crypto industry survives, trading volume must flow through regulated venues. COIN specifically captures the "Agentic Economy" via its Base L2 chain and custody services. LONG as a defensive "pick and shovel" play on the crypto industry. Regulatory conflict between Coinbase CEO Brian Armstrong and the US Treasury (specifically Scott Bessent in this 2026 timeline).
Neuner explicitly states Coinbase (COIN) is his "biggest holding by far" and he also holds a significant position in Robinhood (HOOD). In a market where specific token winners are uncertain ("I don't know which tokens will be quantum resistant"), the infrastructure plays are the safest bet. If the crypto industry survives, trading volume must flow through regulated venues. COIN specifically captures the "Agentic Economy" via its Base L2 chain and custody services. LONG as a defensive "pick and shovel" play on the crypto industry. Regulatory conflict between Coinbase CEO Brian Armstrong and the US Treasury (specifically Scott Bessent in this 2026 timeline).
Brokers
Long
Feb 25
$9.54
-14.5%
Neuner mentions he told people to invest in ImmunityBio (IBRX) because they "may have just found a cure for cancer." He uses this to illustrate the necessity of a strong "Why" for investing. Unlike Bitcoin's currently muddied narrative, a biotech breakthrough offers a clear, compelling reason for capital allocation. LONG based on the "strong narrative" thesis. Clinical trial failures or regulatory rejections (standard biotech binary risk).
Neuner mentions he told people to invest in ImmunityBio (IBRX) because they "may have just found a cure for cancer." He uses this to illustrate the necessity of a strong "Why" for investing. Unlike Bitcoin's currently muddied narrative, a biotech breakthrough offers a clear, compelling reason for capital allocation. LONG based on the "strong narrative" thesis. Clinical trial failures or regulatory rejections (standard biotech binary risk).
Pharma & Biotech
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Ran Neuner has 12 trade ideas tracked on Buzzberg across 12 tickers since February 2026. Ranked #232 on the Buzzberg Alpha leaderboard. Most covered: SOL, GOLD, BTC.
