Calls
3
Ryan Connor
Head of Research, Blockworks Research
Win Rate
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return
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 30
$50.66
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Ryan sees differentiated on-chain yields as a major 2026 trend because most crypto yields are correlated to crypto and fall when risk assets fall. Adding uncorrelated yield assets such as reinsurance and high-grade AAA CLOs, which institutions like BlackRock and Janus issue, can provide stable yield, balance in down markets, and good collateral for leveraged positions.
Thematic ETFs
Long
Jan 30
$1.78
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Pendle is Ryan's 2026 thesis because it is the only place asset issuers can bootstrap TVL by splitting yield-bearing stablecoins and other assets into PT and YT, with 25-30x the TVL of its next competitor, and its Boros product lets traders hedge the perp funding-rate risk that otherwise cannot be hedged in crypto. The new incentive model lowers emissions and derisks the token for sophisticated capital, while value accrues from YT trading volume and Boros OI, and Pendle has shown pricing power.
Crypto Assets
Long
Jan 30
$32.44
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Hyperliquid is one of the best tokens and teams in crypto; Ryan says HYPE is an obvious holding for a liquid portfolio and that it is here to stay due to equity perp product-market fit and regulatory arbitrage, with the HIP-3 upgrade bringing traders back. Risks include mercenary perp traders, a closing regulatory gap, and competition from CME/Robinhood and Solana.
Crypto Assets
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Ryan Connor has 3 trade ideas tracked on Buzzberg across 6 tickers since January 2026.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
