The Next Crypto Bull Run Will Be Powered by These 3 Trends

Watch on YouTube ↗  |  August 02, 2026 at 11:00  |  11:17  |  Milk Road Macro
Speakers
Jamie Coutts — Chief Crypto Analyst / Real Vision

Summary

Jamie Coutts explains why crypto decoupled from global liquidity as AI stocks absorbed capital, and how structural drivers like tokenization and AI agents will attract money back. He outlines a Bitcoin breakout watch at the high $70Ks using ETF flows and on-chain metrics, and reveals he is accumulating top L1s, blue chip DeFi protocols, and Solana, while still mindful of a precarious global debt/liquidity backdrop.

  • Bitcoin has drifted from global liquidity as capital flowed into AI capex, but structural crypto tailwinds (tokenization, AI agents) are building.
  • A Bitcoin weekly close above the high $70Ks, alongside positive ETF flows and broad on-chain improvement, would signal a new bull cycle.
  • Jamie is deploying a large cash position into top layer-1 blockchains and blue chip DeFi tokens that are down 70-80% and showing relative strength.
  • Solana is highlighted as a top pick because of its technical roadmap and ability to handle the tokenization wave.
  • Macro risk remains from a growing debt/liquidity mismatch that could force higher rates or a market clearing event later in 2026.
  • The AI‑tech and crypto asset classes are seen as deeply interlinked, and portfolios should own both.
Ideas
Jamie Coutts Chief Crypto Analyst / Real Vision 3:04
Own both AI stocks and crypto.
Capital has been siphoned from crypto into AI tech stocks due to AI Capex buildout, but structural drivers like tokenization and AI agents will eventually fill block space, causing capital to flow back. Portfolios should have exposure to both AI tech stocks and crypto as two interlinked asset classes.
AI Tech Stocks Crypto (Broad Market) MED
Jamie Coutts Chief Crypto Analyst / Real Vision 4:13
Watch Bitcoin above high $70Ks.
Bitcoin breaking above the high $70Ks on the weekly chart, combined with positive ETF flows and broad on-chain activity (stablecoin transfers, daily active users, app growth) moving ahead of price, would confirm a new bull cycle. This level acts as a key inflection point.
BTC HIGH
Jamie Coutts Chief Crypto Analyst / Real Vision 6:35
Accumulate top layer‑1 blockchains.
Top layer‑1 smart contract platforms are where capital concentrates and will benefit from increased on-chain activity from tokenization and AI agents. Jamie is actively adding to the top L1s as part of his portfolio.
Top Layer 1 Blockchains MED
Jamie Coutts Chief Crypto Analyst / Real Vision 6:35
Buy beaten‑down blue chip DeFi protocols.
Blue chip DeFi protocols are down 70–80% and are starting to show relative outperformance. This deep drawdown combined with improving relative strength creates an attractive accumulation opportunity in the DeFi sector.
Blue Chip DeFi Protocols MED
Jamie Coutts Chief Crypto Analyst / Real Vision 9:38
Bullish on Solana for tokenization wave.
Solana's technical roadmap is excellent, with upcoming upgrades that position it well for the tokenization wave by handling huge on-chain volume. Capital is concentrating on only a few legitimate, sufficiently decentralized tier‑1 chains, and Solana is one of the two leaders alongside Ethereum.
SOL HIGH
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This Milk Road Macro video, published August 02, 2026, features Jamie Coutts discussing AI Tech Stocks, Crypto (Broad Market), BTC, Top Layer 1 Blockchains, Blue Chip DeFi Protocols, SOL. 5 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jamie Coutts  · Tickers: AI Tech Stocks, Crypto (Broad Market), BTC, Top Layer 1 Blockchains, Blue Chip DeFi Protocols, SOL