Ideas
Bitcoin is in a new bull market.
Bitcoin is entering a new bull market. Bollinger Bandwidth compressed below 4.7 in August 2025, signaling a sharp move; the 200-week EMA history and the 50-week EMA break indicated upside risk was better than downside; Treasury buybacks and added liquidity are expected to push Bitcoin higher, with no big leg down below $60,000.
Altcoins will outperform Bitcoin 6-7x.
Altcoins are breaking out relative to Bitcoin after a nine-year ETH/BTC downtrend and an upward trend in others versus Bitcoin; Ran expects altcoins to outperform Bitcoin by 6-7x from here because real altcoin use cases now exist, unlike prior cycles.
RWA tokenization drives crypto adoption.
Tokenizing real-world assets is crypto's first meaningful product-market fit outside Bitcoin; the SEC is pushing on-chain tokenization, and platforms such as Hyperliquid and Lighter are generating revenue by trading tokenized real-world and crypto assets.
Hyperliquid has liquidity network effects.
Hyperliquid fits Ran's top-token criteria: a DEX/perps venue where each new user brings liquidity and increases network value exponentially; it has real revenue from trading fees and growing revenue, making it a picks-and-shovels beneficiary of tokenized and crypto trading.
Crypto social trading platforms will grow massively.
Crypto social trading combines dopamine and validation loops with financial reward, creating a casino-plus-social-network product; apps like Pump Fun and FOMO may become bigger than Twitter and Instagram combined because users follow trades, post P&L, and get both status and money.
AI agents will settle on blockchain rails.
AI agents will require trustless, immediate, final settlement for billions of machine-to-machine microtransactions; blockchain is the only technology that works for this, and high agent transaction velocity will drive massive on-chain activity.
Buy protocols before fee switch activates.
The best tokens in this bull market have network effects, users, real revenue and revenue growth but have not yet turned on fee distribution; when they activate the fee switch, early buyers capture the re-rating, as Uniswap demonstrated when it repriced after its fee switch and Robinhood chain launch.
BNC stock benefits from memecoin pairing.
Ran bought BNC (BNB Treasury Company) at $250 because it held $7-8 worth of BNB; after the stock was paired with a memecoin that charges a 3% buy/sell tax into the treasury, forced treasury buying drove the stock toward net asset value and it spiked to around $550.
Avoid Hunter Biden $LAPTOP memecoin.
The Hunter Biden $LAPTOP memecoin is a celebrity scam with poor tokenomics and execution and no pro-crypto track record from the creator; Ran is not favorable, is encouraging him not to launch, and sees no longevity in it despite potential speculative FOMO.
This The Block video, published September 09, 2026,
features Ran Neuner
discussing BTC, ETH/BTC, Altcoins vs Bitcoin, Real-world asset tokenization, HYPERLIQUID, Crypto social trading platforms, AI agent blockchain infrastructure, Fee-switch protocol tokens, BNB, TON.
9 trade ideas extracted by AI with direction and confidence scoring.
Speakers:
Ran Neuner
· Tickers:
BTC,
ETH/BTC,
Altcoins vs Bitcoin,
Real-world asset tokenization,
HYPERLIQUID,
Crypto social trading platforms,
AI agent blockchain infrastructure,
Fee-switch protocol tokens,
BNB,
TON