The Best Crypto Bet Is No Longer Bitcoin w/ Jamie Coutts

Watch on YouTube ↗  |  June 02, 2026 at 18:45  |  35:42  |  Milk Road Macro
Speakers
Jamie Coutts — Chief Crypto Analyst / Real Vision

Summary

Jamie Coutts of Real Vision discusses the ongoing crypto bear market, highlighting Bitcoin's 60k accumulation zone and outlining bullish theses for altcoins NEO, Zcash, and Derive. He emphasizes that onchain growth and positioning for the agentic AI future are key differentiators, while most majors remain weak. He warns of liquidity headwinds from Treasury issuance and IPO supply but sees long-term opportunity in selective protocols.

  • Bitcoin remains in a bear trend but 60k is a strong accumulation level for long-term holders.
  • NEO (NE protocol) is favored for its Intents interoperability solution and AI-centric team.
  • Zcash is viewed as a de facto AI privacy play with growing onchain activity.
  • Derive is highlighted as a promising on-chain options platform with experienced team and strong market share.
  • Onchain activity growth is the predominant factor driving crypto asset performance.
  • Jamie sees the agentic future as the next catalyst for blockchain adoption.
  • Macro concerns include large Treasury issuance in 2027 and reduced buybacks from hyperscalers.
  • Overall, the market is in a rotational environment with limited new capital inflows.
Trade Ideas
Jamie Coutts Chief Crypto Analyst / Real Vision 9:45
NEO positioned for agentic future
NEO (the NE protocol) is positioned for the agentic future with its Intents product solving blockchain interoperability. The team is AI-centric, they have pivoted successfully, cut inflation, turned on a fee switch, and are seeing growth in onchain activity. Despite recent price run, it deserves reconsideration as a long-term holding.
NEO HIGH
Jamie Coutts Chief Crypto Analyst / Real Vision 12:13
Zcash benefits from AI security needs
Zcash is a de facto AI play because as AI scales, security and privacy on-chain become paramount. Zcash is at the forefront of privacy-focused blockchains and has seen huge growth in activity, which correlates to price. It benefits from the broader agentic/AI narrative.
ZEC HIGH
Jamie Coutts Chief Crypto Analyst / Real Vision 26:56
Accumulate Bitcoin in 60k range
Bitcoin is in a bear market but the 60,000s price range is an amazing accumulation zone for long-term investors. The weekly trend needs a break above 85k to confirm reversal, but any dip to 60k provides a strong risk/reward for accumulation.
BTC HIGH
Jamie Coutts Chief Crypto Analyst / Real Vision 31:27
On-chain options leader Derive
Derive is a small-cap on-chain options platform that has cracked the code with a central limit order book engine run by ex-options traders from Susquehanna. It commands 70% of on-chain options volumes and is taking market share from Deribit. The token aligns incentives with 35% fee buyback and an insurance fund. Highly speculative but worth sizing appropriately.
DERIVE HIGH
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This Milk Road Macro video, published June 02, 2026, features Jamie Coutts discussing NEO, ZEC, BTC, DERIVE. 4 trade ideas extracted by AI with direction and confidence scoring.

Speakers: Jamie Coutts  · Tickers: NEO, ZEC, BTC, DERIVE