my updated plan to make millions in crypto going into 2027

All right, so take a look, guys. In the

last 7 days, in the last 30 days, and in the last 60 days, we've actually been seeing some green all across the board within certain alts. Now, if we zoom out, it's not really the case with a lot of the majors, but there are still some

signs of life being shown. For the first time in a while, it looks like crypto could be recovering. And if that recovery is real, this is the phase that actually matters the most. This is

because this is where a lot of the real money gets made. It's when markets are starting to turn. And it's where sentiment, although is still mixed and people are still hesitant to take any position, you have an opportunity to

then frontr run the next move. So in

this video, I'm going to walk you through my updated plan to make millions in crypto going into 2027 once again.

Then I'll be going over the real state of the market and talk about the most important catalyst that needs to get resolved for us to see that next leg up.

Afterwards, I'll then go over all those coins that are still showing strength.

There are some that are up 7x, 10x, 12x, or more. And these aren't just small

or more. And these aren't just small little pump fun coins. These are

actually very high market cap coins that are showing us a pattern that you can learn from in order to gain an edge.

After that, I'll then go over what I think are the biggest asymmetric opportunities on my own watch list and where I think we are going next in the cycle from here. Look, just a reminder,

guys, even though the markets look dull, it still looks scattered, heavy, and pretty confusing for most investors. It

does not mean that there isn't opportunity where you can make money.

This just means you got to work a little harder and it still means that you got to be putting in the reps even during a time where no one wants to because the truth is it's in market conditions like this where I see the same setup that

help you to make millions back then form once more. All right, so let's start

once more. All right, so let's start with the state of crypto right now. The

biggest macro driver behind price action is not job reports. Although there is heavy correlation with the S&P 500 and how crypto and Bitcoin is still performing, the biggest catalyst is

everything to do with the current war in Iran. As of April 8th, the picture for

Iran. As of April 8th, the picture for Bitcoin has shifted once more. We

recently had a 2e ceasefire brokered by Pakistan less than 2 hours before Trump's deadline to escalate with strikes on Iran. So, at the time of filming this video, Iran has agreed to reopen the straight hormuz for safe

passage during this two-week window.

Now, based off of that news, markets had a temporary green candle. Bitcoin

started to move back up. We saw over a trillion dollars get added back to the stock market. Now, since then, there

stock market. Now, since then, there have also been rumors that the proposal has been violated. Every time it appears that the war is coming to an end, we see Bitcoin surging past $72,000, marking

even 5% plus moves in hours. While that

happens, we then see oil coming under $100. Here's what you need to know.

$100. Here's what you need to know.

Right now, Bitcoin is super dependent on when this war is going to end. A lot of the smart money is saying this war is going to last a lot longer than we expect. And my personal take here is

expect. And my personal take here is that these negotiations, although they're good temporary for the market, this is still not a true resolution. I

want to side to what smart money likes to think, and I don't think this war is going to end anytime soon. Iran's

National Security Council explicitly stated, quote, "This does not signify the termination of the war and warned that quote, should the slightest error be committed by the enemy, it shall be

met with full force." Now, analysts at BCA research are warning that fighting will likely reignite later this year, if not later this month. All right, so since our last video, our Bitcoin price levels really haven't changed at all

fundamentally. If anything, it's gotten

fundamentally. If anything, it's gotten even more clear. Bitcoin is now sitting at the top of the $65,000 to $73,000 range and that has been pretty much contained every move since the war

began. Right now, Bitcoin has reclaimed

began. Right now, Bitcoin has reclaimed that 50-day moving average, which is a significant level to see if there could be a turn in the tide. Pretty much all you need to know is if the ceasefire

holds and we do see better diplomacy and the war actually coming to an end, I expect a mini short squeeze to play out on Bitcoin, we see $74,000 and then even could see that next level of $80,000. If

on the other hand, the ceasefire collapses, we go back to beefing in a week, which let me throw a prediction out there because some of you guys watch these videos one or two weeks late. I

think we could get another pullback. I

think $65,000 as a support level is still valid. And I definitely think that

still valid. And I definitely think that $50,000 to $55,000 Bitcoin is on the table if things escalate further.

Escalation could mean a lot of things, but what I'm thinking is Iran starting to intensify, US ground troops starting to increase in Iran, Iran starting to fight back a little bit harder with some of the assets that they have. And all in

all, if we just see more missiles and things getting shot down and drones beefing with one another, Bitcoin is going to continue to trade within this range because it's translating what the world feels about uncertainty during

these times. Now, aside from the war,

these times. Now, aside from the war, the next reason why we're not seeing any kind of mass movement in crypto and why we're not going to see an altcoin season for at least a few months, which is my

prediction, is because we don't have enough liquidity flowing into these risk-on markets just yet. Look, right

now, Bitcoin is still trading on a choppy range. There is no trend forming.

choppy range. There is no trend forming.

Normally, in a healthy bull market, you still have new money coming in. You have

current investors that don't mind buying up those dips and the floor gets set.

Anytime we see a big dip in the market, people want to buy because they are long-term even more confident within this asset. Look, before you want to

this asset. Look, before you want to look at any other altcoins, you still just got to focus on Bitcoin. Where is

Bitcoin going over the short term? What

does it react most to? And where do you think Bitcoin is going to go in the next 1 to 5 years? If you're able to really sit, think, and reflect on those questions, it's going to open your eyes to much highlevel clarity, which leads

to better conviction, which allows you to make better moves as a long-term investor. The pattern that we've seen in

investor. The pattern that we've seen in previous bull markets is that we have new participants coming in, more retail investors wanting action. And that's

because they normally see their friends, their family, co-workers going into crypto, making money, then new people open accounts. Then you see more

open accounts. Then you see more institutions deploying capital because they start seeing volume. And then

before you know it, you look up and NFTTS are flying again. Now, as I've said many times throughout my videos I've posted so far this year, I believe that future is coming. But right now,

the truth is the opposite is happening.

Retail deposits on exchanges are still at multi-year lows. Spot Bitcoin ETFs actually saw over $545 million in outflows recently. And it turns out a

outflows recently. And it turns out a lot of the volume in crypto now is made up of over 90% stable coins. This means

that all the money that's already in crypto is just rotating between positions and the rest of the money in crypto is just sitting in stable coins waiting. Bitcoin dominance has climbed

waiting. Bitcoin dominance has climbed up to 58.46% up from 54% earlier this year. This

means money is also consolidating into Bitcoin and it's not spreading across alts. This is because as most you know,

alts. This is because as most you know, Bitcoin is the biggest. It's the most liquid and it's like the safe older brother that you would run to when your mama whips out the belt. So the general pattern is this. Money flows out of

smaller altcoins and it's going into Bitcoin. That's exactly what the 58%

Bitcoin. That's exactly what the 58% dominance is telling you. But when we start seeing altcoins moving, it's when we see the dominance within Bitcoin reducing. It'll go from 50 to even 40 or

reducing. It'll go from 50 to even 40 or at the most extreme case if it goes to 30%, it means alts are starting to fly.

That is the pattern that plays out every time we get a riskon environment. It's

where Bitcoin will then hold relatively steady, then alts will actually go up in price. The reason that the altcoin

price. The reason that the altcoin season is even a thing is because people naturally will perceive Bitcoin as the safer asset. They'll think altcoins are

safer asset. They'll think altcoins are the casino, high-risisk, highreward. And

when you're in a bare market like what we've been going through now, people are just stacking up Bitcoin and that's the first thing that they will sell when we go into alts. Now, despite liquidity not fully flowing into crypto and some of

the other altcoins in the market, we are still seeing movement. In this part of the video, I want to talk about that because it's really interesting that we are still seeing some things run even during a time where no one really seems

to be participating. Most of the tokens that are green on the year, they aren't moving because of fundamentals, but they are moving right now because they're catching narratives. Currently, crypto

catching narratives. Currently, crypto is still just a massive pure attention game. I mean, it's always been the case,

game. I mean, it's always been the case, but even more so now, especially when there's less money flowing around. The

projects that win are going to be the ones that are sitting at this intersection between fundamentals and attention. During this time, it seems

attention. During this time, it seems like what gets people's attention is agentic payments, AI, quantum computing, fears, privacy, and the use case and the future narrative that these things could

be massive in the next bull run are enough for it to drive the price. Now on

the other side, we also have coins like Hyperlquid and Bit Tensor that have been improving their fundamentals and also starting to capture attention. At the

end of the day, fundamentals are good in crypto. Whenever someone announces

crypto. Whenever someone announces buybacks, they're burning their supply.

Those things definitely help, but in the world of crypto, it really is more about hype. Hype leads to attention, and

hype. Hype leads to attention, and that's the real catalyst that lights the fuse. So, let's talk about some of those

fuse. So, let's talk about some of those coins that have gone up because there's a lot of important lessons that you guys can learn from this. Number one, VVV or Venice token. This was the token that

Venice token. This was the token that did a 7x since November 2025. It just

crossed $7. It was at a dollar before.

And this is a private AI platform built on the base network founded by Eric Vorhees with over 450,000 users running private uncensored AI inference on

chain. Now, the team permanently cut

chain. Now, the team permanently cut annual token emissions by 25% in February. So, they went from 8 million

February. So, they went from 8 million to 6 million VVV per year. And they

burned 42% of total supply through unclaimed airdrop burns. Now, the

catalyst behind why this went up 7x was because of the narrative. When OpenAI

news broke in February, Peter Steinberger, creator of the open-source agent OpenClaw, joined Open AI and that made VVV surge 130% in a week when the

AI plus crypto intersection started to light up and people were connecting the dots. VVV was one of the first projects

dots. VVV was one of the first projects that people were buying up as an exposure play. Now, I'll be honest, I

exposure play. Now, I'll be honest, I don't think this project is actually anything special. After going through

anything special. After going through it, it feels essentially just like a very, very bad Chachi BT rapper with the privacy layer. And this is just another

privacy layer. And this is just another reminder of what it felt like in the previous cycle. We had a lot of these AI

previous cycle. We had a lot of these AI rappers that were going up and people who made a killing in the last cycle. A

lot of them were developers. They were

the ones who were just creating like that next shiny new object when in reality it was a smoke screen. It wasn't

anything real of substance that would change the world. Unfortunately, that's

the game of crypto. Despite some things not being good projects, they can run up because the markets are irrational. In

the same way, I've seen really good projects, projects that are going to IPO one day that also have a token that barely got any price movement. If

there's one thing I've learned in crypto is that the token price does not correlate with the fundamentals and how good a project actually is. That can be seen as a disadvantage and as an

advantage depending on which perspective that you want to view it as. The next

play that I want to talk about here is Bit Tensor, also known as Tao. This here

is an AI infrastructure play. Unlike

VVV, I think Bit Tensor actually has good tech. Back on March 20th, Nvidia

good tech. Back on March 20th, Nvidia CEO Jensen Hong publicly praised Bit Tensor on a major podcast. The

equivalent of that is like Warren Buffett endorsing a stock. This carried

good weight and Tao ended up jumping 17% that day alone and it ended up rallying over 90% going into March. What I really like about this project is they actually generate revenue. Bitensor's many

generate revenue. Bitensor's many businesses, their subnetss, generated $43 million in revenue in quarter 1 alone. Now, Bit Tensor, it's a high cap.

alone. Now, Bit Tensor, it's a high cap.

It's ranked number 28 at over $3.5 billion in its market cap. If you take a look at the charts, I mean, it had a decent run. The last time it had its

decent run. The last time it had its all-time high, it was over $770.

So, there's an opportunity for at least a 2x right now. And despite markets still being rather choppy, Tao has been able to at least sustain its own range.

All right, the next project is Morpho.

Morpho is a lending protocol designed for institutional use. Currently,

they're at about $1.71 and from its all-time low of back in October 10th, it's up over 170%. But since the start of April and in the last week, it's actually been trending up. The reason

Morpho has been going up is because Apollo Global Management, one of the largest investment firms in the world, managing over $938 billion, signed a deal to actually acquire up to 9% of all

Morpho tokens over the next four years.

When a firm like Apollo makes a multi-year commitment to buy your token, this is one of the strongest signals that you have institutional validation on a project. You also had the Ethereum Foundation depositing $19 million into

Morpho. Coinbase using Morpho to power

Morpho. Coinbase using Morpho to power its cryptobacked loans. Bitwise, a major crypto ETF provider, also became a vault curator. They have a TVL of 7 to13

curator. They have a TVL of 7 to13 billion locked up on their platform with 1.4 4 million users, up from just 67,000 users that they had in 2024. What it

looks like right now is Morpho could become the next go-to DeFi lending layer for serious capital. DeFi at the heart of crypto is always going to be a significant part of the narrative. At

the end of the day, when you lose crypto for all its tech, it comes down to the bare core of where it can be used for, and it's DeFi. As someone who's been testing out many apps, Tradfi, big banks, even smaller fintech companies

that aren't in crypto, I've always seen higher upside come within crypto, and yes, that does come with a higher cost of risk, but some of these projects have been able to survive even all the massive turbulence that we've had

through big pumps and even crashes. Now,

the next play that's been going up and pretty much the consensus play of anyone who's been participating in these markets is Hyperlid. So, Hyperlquid is a decentralized exchange for trading per futures. On Hyperlquid, you can make

futures. On Hyperlquid, you can make leverage bets on crypto, but not just that, you can also trade oil, gold, and even the S&P 500. Now, out of all the projects that my team has researched,

Hyperlid is one of the strongest real business stories on the entire list.

Right now, Hyperlid handles 44% of all decentralized perp trading and is the only major platform gaining market share in 20126. While it seems like a lot of

in 20126. While it seems like a lot of other competitors are losing their edge, Hyperlid earned over $69 million in fees in March alone. And that's over 640 to

$840 million annualized, where 97 to 99% of all their fees are now still being used to automatically buy even more Hype token every day. Now, you can track the

validity of their buybacks on chain and from calculating their fees, we're able to approximately see that they're buying $2 million of hype per day in constant buying pressure. Now, the equities angle

buying pressure. Now, the equities angle is definitely what makes this story a bit more interesting. Out of the top 30 markets by volume on Hyperlid, only seven are crypto and the other are those traditional assets, oil, gold, silver,

S&P 500. Now, most crypto tokens, as I

S&P 500. Now, most crypto tokens, as I mentioned before, all hype. Most of them have no revenue, but Hype generates more fee income than almost any protocol in crypto. Arthur Hayes, a prominent figure

crypto. Arthur Hayes, a prominent figure within the crypto space, even set a price target on Hyperlquid at $150, implying that from prices now, this would be at least a 4.3x from here. If

you have a protocol that's earning hundreds of millions of dollars and then they're using that money to buy back their own token and it's also been going up during a time where markets were also facing a lot of downward pressure. I

expect when markets to pick back up for hype to be able to hit some of those price targets that we might think is crazy now. Now another token that got my

crazy now. Now another token that got my attention recently was Algarand. In the

last month they're up 40%. If we zoom out I mean things still look like a massacre from what it was before. But

whenever I see a token at least over a billion dollar market cap that's able to make a 10 20 30% move, I think that's something worth paying attention to.

Now, although this token isn't what I'd consider to be like a top tier fundamental play, there is a growing narrative that I see on the back end.

So, Google's quantum computing research team published a paper that cited Algarand's security technology 32 times, essentially positioning it as one of the few blockchains already prepared for the

threat of quantum computers. Algoran

also integrated the whole X42 payments protocol that was developed by Coinbase and Cloudflare that allows AI agents to make autonomous payments all over the internet. Now look, I don't know if this

internet. Now look, I don't know if this is going to be the next runner going into 2027, but what I can say is that prices on this are starting to look very

favorable. Unless your strategy is

favorable. Unless your strategy is specifically just riding the momentum and you're a breakout trader, most of you who are trying to actively invest for the long term can be looking at

positions like this. Look, the lowest that we've seen this token was at 8 cents. We're at 11 cents right now. At a

cents. We're at 11 cents right now. At a

certain point, this is where I talk about asymmetric upside. It can only go down so much further compared to the high of where it was at before. Now,

obviously, there's going to be other factors, right? token emissions. If this

factors, right? token emissions. If this

is really going to be a part of the next narrative, if this team is going to continue to build during a time where you have overinflation of tokens all around you, especially now that we have AI agents adding into the mix, all I

know for sure is the next cycle is going to be quite chaotic. But in times like this where things are going down and we're seeing a little bit of life and we're getting news that things are being built, I'd like to at least add some of

these tokens to my watch list. Because

at the end of the day, guys, even if you miss completely, even if this is not part of the narrative, when crypto goes up, the asymmetric upside here allows you to still reap some kind of upside.

So, that's just a bit of reassurance that crypto may not be fully dead. And

there are definitely still some narratives and coins that are worth paying attention to. Here's also the truth. Chasing a 7x after it already

truth. Chasing a 7x after it already happened isn't really the best strategy during these times. I know a lot of you guys are probably still either looking at your portfolio, you're seeing the red that you're incurring, or maybe you've already exited like me. You've been out,

you've been sidelined, and you're waiting for more dips to happen in the market. Regardless, the biggest takeaway

market. Regardless, the biggest takeaway here is that you at least want to start paying attention. I applaud anyone who's

paying attention. I applaud anyone who's watching these kind of videos during these times. I don't know where the rest

these times. I don't know where the rest of the 1.5 million people are, but for the 100,000 people that are watching these videos, y'all are going to be the ones locked in because you are constantly staying up to date and you're

going to be ready to notice that next shift in trend. Right now, there are real narratives that I see continuing to stack up. We've been talking about it

stack up. We've been talking about it many times now on this channel. Pay

attention to that. On top of that, institutional DeFi rails will be huge.

Stable coins will be massive. the whole

per DEX revolution like with Hyperlquid and some of the next competitors to Hyperlquid are going to be massive opportunities for anyone participating in this space to be able to reap a reward. So, this segus well this goes

reward. So, this segus well this goes into my watch list and what headlines that I think are still driving the entire market now because at some point the war is going to be settled guys.

Long-term markets are always going up.

Long-term crypto tends to trend up.

Long-term Bitcoin tends to go up. So,

the best thing you can do right now is to stay prepared. All right, so here are some of the more shortterm headlines that actually matter. Number one, the Clarity Act. We've talked about this for

Clarity Act. We've talked about this for over a year now, and finally, we're starting to see some more developments happening. In case you don't know what

happening. In case you don't know what the Clarity Act is, this is a bill that would finally tell the entire financial system exactly how crypto is regulated in the United States. This would pretty

much set the precedent on what cryptos are assets, what are commodities, what are securities, and who oversees what.

Without this passing, you still have more institutions on the sidelines and a lot of them hesitant to enter because they don't have that regulatory clarity that they need in order to buy in. Now,

I believe if the Clarity Act actually passes, we will get real massive institutional money coming into the markets. If this goes through, it's

markets. If this goes through, it's going to be a lot harder to pull it apart or to reverse. So, what we're looking for in this market is to see progress being made. Is this really going to get passed? At the moment,

there is still no real date on the Clarity Act passing. It's been stuck in Senate over a fight about whether platforms should be allowed to offer yield on stable coins or not. Now, that

whole argument is getting closer to being resolved. Coinbase's chief legal

being resolved. Coinbase's chief legal officer went on Fox Business on April 1st and said that they are very close and that both crypto and banking stakeholders reviewed a revised draft

last week with pretty good optimism. So,

the Senate's going to come back from Easter recess on April 13th. There's a

round table on the Clarity Act scheduled for April 16th and then a banking committee's markup is targeted for the final two weeks of April. If you're a trader trying to take advantage of this news, my big tip here is that you don't

want to build your thesis around the clarity passing on any specific date because nothing is set in stone. Senator

Moreno has even said publicly that if the bill doesn't reach the Senate floor by May, it's going to be dead until after the 2026 midterms. This is because frankly speaking the priority for our

government is somewhere else. Right now

it's the security of the country.

Defense contracts, military, AI spending. And right now look, if the

spending. And right now look, if the Clarity Act competes with any of those other legislative priorities, it's not going to get floor time. Even about a year ago, we had the whole strategic Bitcoin reserve that Trump signed an

executive order on that still hasn't come. And that was a full executive

come. And that was a full executive order that most of the crypto community was really eager to see pass. What you

also need to know though is that even though the Clarity Act is important, it's not what's going to allow for the whole future of crypto to continue progressing. Look, regulatory momentum

progressing. Look, regulatory momentum has already been happening. I mean, even in my last upload, we talked about what the SEC deemed as a commodity with some of the biggest altcoins in the space.

The Clarity Act would at least help the markets improve a bit more, but it's not the sole catalyst that's going to allow for the next altcoin season to run. Next

one here is stable coin growth. Now, we

covered stable coins a bit more in depth in my last video, and if you haven't watched it, make sure you do. But the

bull case on stable coins have not changed. Stable coins are going to be

changed. Stable coins are going to be one of the biggest reasons why crypto becomes even more significant than it has been in previous cycles. Right now,

it accounts for over 75% of all crypto trading volume in quarter 1, and that's the highest that we've seen in history of stable coin trading volume. That also

tells you that we have more money than ever before on the sideline just waiting to deploy. The stable coin market hit

to deploy. The stable coin market hit $317 billion with $1.36 billion in fresh inflows in the last week alone, even times where we saw extreme fear. The

stablecoin development corporation also started trading on the New York Stock Exchange under ticker SDV. So now you also have a public equity vehicle built entirely around stable coin protocol

which is then backed by $134 million of funds from framework ventures and tether. So, I believe when sentiment

tether. So, I believe when sentiment flips, retail decides to come back, the infrastructure to absorb even more capital through stable coins, it's all going to be in place. Now, if you're also bullish on the whole stable coin

narrative, I'll go over my entire watch list by the end of this video. Last, but

not least, what you want to be on the lookout for is also all the quantum computing FUD. Quantum computing is

computing FUD. Quantum computing is still one of those things where I see pop up every now and then, but it becomes an even bigger of a scare when we have AI developing as fast as it is.

So Google's quantum AI team, they dropped a 57page white paper on March 30th that ended up shaking the entire crypto space. The headline for that

crypto space. The headline for that finding was breaking Bitcoin's cryptography could require 20 times fewer quantum resources than anyone previously thought. Now, even more

previously thought. Now, even more alarming than that, Google's model shows that a quantum computer could crack a private key in roughly 9 minutes. That

means if someone is a quantum attacker, they could theoretically intercept a live transaction from someone sending Bitcoin before it confirms into another person's wallet with about a 41% success

rate. Bloomberg, Google, and the

rate. Bloomberg, Google, and the Ethereum Foundation all cosign the research. So, it shows that quantum

research. So, it shows that quantum computing isn't this far speculation as we thought it was. Now, despite all the fear, I do like the response that CZ actually had. This ended up picking up

actually had. This ended up picking up on Twitter and he stated, "Saw some people panicking or asking about quantum computing's impact on crypto. At a high level, all crypto has to do is upgrade

to quantum resistant algorithms, so no need to panic. In practice, there are some execution considerations. It's hard

to organize upgrades in a decentralized world. There will likely be many debates

world. There will likely be many debates on which algorithm to use, resulting in some forks, and some dead projects may not upgrade at all. Might be a good time to cleanse out those projects anyway.

New code may introduce other bugs or security issues in the short term and people who self-custody will have to migrate their coins to new wallets. This

brings to the question of Satoshi's bitcoins. If those coins move, then it

bitcoins. If those coins move, then it means he or she is still around, which is interesting to know. If they don't move in a certain period of time, it might be better to lock or effectively burn those addresses so that they don't go to the first hacker who cracks it.

There's also the difficulty of identifying all of Satoshi's addresses and not confuse them with some old hodlers. Anyways, whole different topic.

hodlers. Anyways, whole different topic.

Fundamentally, when it comes to quantum computing, it's always easier to encrypt than decrypt. More computing power is

than decrypt. More computing power is always good, and crypto will stay even postquantum. So, here are the facts.

postquantum. So, here are the facts.

Ethereum formed a dedicated postquantum team back in January with $2 million in research prizes. Algrand also already

research prizes. Algrand also already shipped postquantum transactions as we discussed earlier in this video. And

Salana is also testing quantum resistant signatures on a test net with project 11. So, the algorithms to actually

11. So, the algorithms to actually combat quantum computing already exist and they're working hard, but the part isn't the math. It's more of how are they going to migrate it. I'm really

interested to see how all of this is going to play out. I think CZ's point about Satoshi's coins is also really interesting, too. I think that's a

interesting, too. I think that's a bigger FUD argument than even quantum computing and all these other arguments that people have about crypto. I would

love to have some reassurance with Satoshi's coins if they're one day burned or there's a decision to be made where they're truly locked up. No one

can get to them and they're just non-existent. It's not a variable that

non-existent. It's not a variable that investors in crypto have to worry about.

All right, so we covered a good bit.

Hopefully y'all are still with me. If

you are, this is where the juice is at.

This is my watch list for the biggest asymmetric opportunities. So, first of

asymmetric opportunities. So, first of all, we have to start with a framework because before you guys are handfed some of these picks that I am watching, you have to understand how all of this is going to play out. So, here's what I'm

doing. I'm identifying projects with

doing. I'm identifying projects with strong fundamentals across key narratives that I believe are going to form in the next cycle. For each one of those narratives, and for each one of those projects that I mark, I'll then

look at the charts. I'll mark a buy zone. I'll look at the support levels.

zone. I'll look at the support levels.

And I'll look at the draw down from its previous all-time high. I'll set alerts.

I'll size in by my conviction and from there I just dollar cost average. Most

importantly, you always want to make sure that you do review your thesis because things can get broken. Your

thesis can change. If we see another narrative forming, we see stable coin adoption starting to slow down or maybe even AI is not as far as we thought it was, you want to have the ability to

pivot but also not get shaken out. So,

for me right now, I'm still sidelineed.

Before I even buy into anything, I am looking for one more dip. I don't know if we're going to get it or not, but even with me being sidelined, I know that the most responsible move to make

right now is to just DCA. Look, that is the left curve move at the end of the day. It's to just dollar cost average

day. It's to just dollar cost average into the market over time. If you are more conservative and you don't trust the whole altcoin narrative coming up, then just stick with Bitcoin. Bitcoin is

more than likely to continue trending up over our lifetime. There's price targets for 150,000 to 200,000 to 250,000 in this upcoming cycle. If you already got your Bitcoin exposure, if you want to

ride more upside, if you're already well diversified across your stocks and you're pretty much set on everything, you're looking for some altcoins to buy up, I think this is where you can accumulate slowly. So, one play on my

accumulate slowly. So, one play on my watch list that I want you guys to all be on the lookout for is Ethereum. I

know this isn't like a low cap alt that you guys were probably expecting, but ETH was actually one of the ways that I made more money in the market because the trends were so clear. Look, anytime

we see the first sign of altcoin season starting, the liquidity within Bitcoin starts to flow into Ethereum first.

Ethereum is currently sitting at about $2,100. It's down about 57% from its

$2,100. It's down about 57% from its previous all-time high of $4,800. And

for the second largest asset in all of crypto, they are still going to be around. People are still going to use

around. People are still going to use ETH for most of their transactions. And

let's not forget all those DAT treasury companies that were buying up ETH at the peak of the last cycle. Now look,

Ethereum is at a high price. Unless

you're sitting on millions of dollars, the upside is still limited, but liquidity is there. And one strategy that helped me to take advantage of even like two, five, or 10% moves on Ethereum during the last cycles when it trended

was using futures. Now, I do not recommend futures or leverage for anyone who's a beginner. Don't even bother, okay? This is only alpha for people who

okay? This is only alpha for people who have had experience who understand risk management and realizes that an Ethereum leverage long only applies maybe one week or one month out of the entire

year. So just always be aware of any

year. So just always be aware of any kind of risk when you're buying into anything. As always, none of this is

anything. As always, none of this is financial advice. Make sure you do your

financial advice. Make sure you do your own research and at least get comfortable and understand the tools that exist. Leverage can obviously come

that exist. Leverage can obviously come with upside, but it can come with a lot of downside. You can also get

of downside. You can also get liquidated. Now, if you don't want to

liquidated. Now, if you don't want to leverage up on the future side, the next alternative option here is to check out Bitmine Immersion Technologies. The

ticker for this was BMR led by Tom Lee.

So, think about Micro Strategy and Bitcoin. This was pretty much Ethereum's

Bitcoin. This was pretty much Ethereum's version of that. As of today, Bit holds 4.8 million ETH, and that's over 3.98% of the entire circulating supply for Ethereum. BMR is still trying to target

Ethereum. BMR is still trying to target a 5% acquisition of ETH. They're

currently listed on the New York Stock Exchange and they've still been buying up ETH every single week with their last purchase being at over $71,179

ETH in a single week at the end of March worth $143 million while every other major digital asset treasury was pulling back. Now, I believe Tom Lee is one heck

back. Now, I believe Tom Lee is one heck of a character. He is also one of the most respected macro voices on Wall Street. And I think they just got the

Street. And I think they just got the perfect guy to do this. Back in 2021, you had Kathy Woods with Arc Founders Fund. Tom Lee has already done that

Fund. Tom Lee has already done that before. They've already staked over 3.3

before. They've already staked over 3.3 million of their ETH, which is also generating them about $196 million in annualized staking revenue. So, BMR is not just like a Ethereum leverage plate.

They're staking this ETH to actually make money. They have Tom Lee, who I

make money. They have Tom Lee, who I know is going to go crazy the next time crypto starts picking up. He's probably

going to be on every Fox and Bloomberg interview you imagine. And they're also constantly raising funds to keep this engine going. So although BMR on one

engine going. So although BMR on one hand it seems like a massive flywheel that could unwind, this just follows what we've seen with Micro Strategy and anytime Ethereum goes up, this is pretty

much going to go up with it. What I've

learned about every single cycle, there has not been a cycle yet where Bitcoin goes up and Ethereum does not make any kind of move. So, if you believe Bitcoin's going to go up, the data shows that Ethereum is going to go up. And if

you want to reap more upside, you either have to leverage long on that or you can take a look at this stock play here. BMR

is an institutional conviction play. I

think it's super undervalued right now.

I think there's immense asymmetric upside. I just think you're going to be

upside. I just think you're going to be buying early. So, even if you decide to

buying early. So, even if you decide to DCA today, tomorrow, or the day after that, you may not see any kind of move until the end of this year. But my

thesis here is that whenever an entity is able to raise money just like that and they're showing that they're buying ETH every week regardless of price, there is then a structural bid underneath the market. And this is the

same dynamic that supported Bitcoin's price during strategies accumulation phase where Micro Strategy at one point started outperforming most stocks on the public stock market exchange. Now, there

are people who are estimating that Ethereum is going to be at over $10,000 or even $20,000 within the next few cycles. I don't want to go super bold

cycles. I don't want to go super bold case here. I just want to play it more

case here. I just want to play it more conservative, and I think it can at least break its previous all-time high, and we could at least see a $5,000 to $6,000 Ethereum. Look, numbers like

$6,000 Ethereum. Look, numbers like that, I know, aren't super attractive for people who have already made crazy amounts in crypto, 10, 20, 50, or 100x multiples. But I believe during this

multiples. But I believe during this time you want to play a bit more conservative. You're not looking for

conservative. You're not looking for massive home runs. You're just looking for winners that you can ride over time.

This is definitely one that you can add to your watch list. As I mentioned before, I don't think the bottom for the market is in yet. If the Iran conflict escalates, we're going to see Bitcoin

break below $60,000. If for some reason everyone has a change of heart and the world decides they want to get along and no one wants to nuke each other, then I could see markets forming that bottom going back up. Regardless, guys, I don't

know how it's going to play out. Nobody

does. the best move that you can make.

Just continue to average in slowly. The

next play to be on the lookout for is Pangu. I've talked about Pangu many

Pangu. I've talked about Pangu many times in the past, and in the previous cycle, this was one of the hardest trending meme coins that we saw. Pangu

is a token for Pudgy Penguins. This

started as an NFT collection, but has evolved into something much bigger. This

consumer brand has been doing the craziest partnerships that I've seen.

They sell physical toys in 7,000 plus retail stores. They had their mobile app

retail stores. They had their mobile app come out last year and they even launched Pudgy World on March 9th which is a freeto-play browser game. Felt like

Club Penguin for any of my OGs. And it

just shows this small team here continues to build in not just crypto but also the entire internet space.

Pudgy Penguins had a Vanic partnership on March 31st. They had a Pangu ETF through Canary and Sibo. They had their NASCAR, Manchester City, FC, Random House, even Maple Story they did a

partnership with. So right now their

partnership with. So right now their brand reaches hundreds of millions of people. Their social media accounts,

people. Their social media accounts, Instagram, Tik Tok, Twitter have hundreds of thousands of followers and even now they had a children's animated series Lil Pudgy live on YouTube. Now

look, Pangu does bleed hard when we see a bare market. There's no doubt about that. Just like most meme coins and

that. Just like most meme coins and pretty much most alts in crypto, you will see mean reversion take place. If

something goes up really fast, it can go down really fast. So here's what the charts say. Back in December 2024, Pangu

charts say. Back in December 2024, Pangu hit an all-time high of 4 cents. Within

weeks, it crashed to 3 cents. And after

it pretty much bottomed out from the April low, we saw it go up 850%.

Now, Pangu has now bled back to 0.006.

Right now, they're down 87% from its all-time high. I'm betting that the team

all-time high. I'm betting that the team continues to ship even through the bare market. And I believe this is going to

market. And I believe this is going to be one of the flagship meme coins that we've seen in every cycle. 2021 you have Doge. After that you had Shibainu. After

Doge. After that you had Shibainu. After

that you had dog whiff hat for a little bit. We had a little ski run. Shout out

bit. We had a little ski run. Shout out

to my ski guys. And then amidst that we had Pangu. Now make no mistake this is a

had Pangu. Now make no mistake this is a sentimentdriven asset. So you are

sentimentdriven asset. So you are betting that when the market does turn risk on when liquidity comes back into crypto the momentum on this will also be as strong. All right. So I also think

as strong. All right. So I also think Salana is going to have another big run in the upcoming cycle. Now, I know the whole sentiment with Salana isn't the best. Salana is known kind of as like

best. Salana is known kind of as like the DGEN token. Most people who use Soul use it to trade on Pump Fun or onchain.

90% of people who are doing that are losing their money. But look, Salana is more than just a currency for onchain launches. Believe it or not, they're

launches. Believe it or not, they're actually building the next payment rail for the agent economy. We've talked a lot about AI agents, but they are becoming more and more real by the day.

AI agents are going to use APIs. They're

going to be able to compute data and what they really need within crypto are fast, cheap payment rails that work consistently. So, this points directly

consistently. So, this points directly to Salana. Salana now leads all chains

to Salana. Salana now leads all chains in adjusted stable coin volume, even overtaking Ethereum. The X42 protocol,

overtaking Ethereum. The X42 protocol, the Coinbase Cloudflare standard for AI agent payments is actually being deployed on Salana as its primary payment rail. It makes sense. It's fast.

payment rail. It makes sense. It's fast.

It's consistent. You don't even have to wait a few minutes. It comes in seconds.

So with Salana's really good fees and their speed, it makes them the top contender here, especially for micro payments and dealing with the future of AI agentic transactions. Salana is down

over 70% from its previous all-time high. In a similar case to like

high. In a similar case to like Ethereum, we are going to also see Salana move when Bitcoin gets action.

Bitcoin will move to Ethereum, then parts of that money will move to Soul.

And what we've also seen previously is that Salana tends to outperform Ethereum when times are good. So, the

institutional-grade bet on crypto's role in the whole AI economy seems to be sold. The next token to be on the

sold. The next token to be on the lookout for is Lighter. You guys know how much I love what Hyperlid has done, what their team has built. Think of this as the next Hyperlquid high beta trade.

Lighter is also a decentralized exchange built specifically for per futures trading. Right now, it runs as its own

trading. Right now, it runs as its own layer 2 on top of ETH using zero knowledge proof roll-ups. This means it gets the speed of a centralized exchange, which is milliseconds, while settling everything securely on

Ethereum's network. With Lighter, you

Ethereum's network. With Lighter, you can trade 50 plus assets, crypto, gold, silver, oil, equities, ETFs, and you can go up to 50x leverage with zero trading fees. If Hyperliquid ends up becoming

fees. If Hyperliquid ends up becoming the dominant per and the decks that most people use, Lighter is going to be seen as a number two challenger with a fundamentally different architecture, a

smaller market cap, but something that could have even much more higher upside because of its lower market cap. And

yes, although I think Hyperlid has a little bit less upside than Lighter, if you're looking for more of those high-risk, highreward plays, this is one definitely to consider adding to your watch list. Now, the bare case here with

watch list. Now, the bare case here with lighter is that if volume continues to fall, if people just want to choose Hyperlid, it may not have that crazy rally. Volume right now is still down 70

rally. Volume right now is still down 70 to 89% from its November peak. Their

weekly revenue crashed from $4 million to $325,000 and 40% of their airdrop recipients dumped their token in the first week.

The open interest is at $1.4 4 billion versus Hyperlquid $7.3 billion and 50% of all Lighter tokens are locked to their team and investors with a one-year

cliff starting in January 2027 and with the three-year vesting schedule. So with

Lighter sitting at about a $245 million market cap versus Hyperlid's multi-billion dollar valuation, Lighter still trades at 3x revenue versus Hype's 17x revenue. So that's the trade. If you

17x revenue. So that's the trade. If you

think hype is maybe overvalued or if it's fairly valued, then lighter might be undervalued. I wouldn't sleep on it.

be undervalued. I wouldn't sleep on it.

I would add it to your list. The next

crypto pick that I think you should all be on the lookout for is still virtuals.

Think of virtuals as the app store for AI workers. Virtuals was leading the

AI workers. Virtuals was leading the previous AI narrative that we had. This

coin was trending hard. The team has been continuing to build and that's where we've seen all the other agents, even though some of them were rappers being deployed, launched, and having even smaller cycles on. Unlike many

crypto projects that promise some kind of AI integration coming soon, Virtuals has been on this wave. They've had

measurable economic output with $479 to $500 million in total agent GDP. Their

protocol currently generates over $2.5 million of revenue per month. And the

thesis here is simple. AI agents are growing. AI tech is getting super good.

growing. AI tech is getting super good.

It's already really good. And the next time crypto picks up, we are going to see this become a main conversation point. I truly think in the next cycle,

point. I truly think in the next cycle, AI agents are what's going to transact for us. And I think a lot of those are

for us. And I think a lot of those are going to be deployed off of Virtual's network. Whether it's booking flights,

network. Whether it's booking flights, trading on different chains, executing trades, doing things while you're sleeping, so you're not paying attention to the chart all the time. I believe

virtuals is going to be one of the biggest exposure plays for a project that is building the commerce layer on top of the rails that are needed for those agents to work. Now, last but not least, guys, I know this is mainly a

crypto video, but guys, please, please don't sleep on the stocks. Robin Hood

stock, I think, is one of the most overlooked, underrated stocks at the moment. It still sits at the

moment. It still sits at the intersection of Trafi. They have a lot of crypto exposure, and they're still growing as a company. I believe Robin Hood's going to continue to excel. I

think there's hundreds of millions of people, a lot of Gen Z and people who are younger than me that when they get into investing, they're not going to be using your Fidelity, your super boomer tech. They're going to be going into

tech. They're going to be going into Robin Hood. Robin Hood's going to

Robin Hood. Robin Hood's going to continue to eat up market share and when they come out with even more products on top of banking, credit cards, I believe their revenue is going to do well and investors are going to find value in

them once more. Total revenue for 2025 with Robin Hood hit $4.5 billion. That's

a 52% jump year-over-year. They're still

founder. I think Vlad is incredible as a CEO running the company. Most people

also don't know that Robin Hood also acquired Bitstamp, turning them into a global institutional powerhouse for crypto. I'm mainly mentioning Robin Hood

crypto. I'm mainly mentioning Robin Hood because I think right now it's at a great price. Few weeks ago sitting at

great price. Few weeks ago sitting at $65. Today it's sitting at $71. I can

$65. Today it's sitting at $71. I can

see this long-term returning back to its previous all-time highs and more. That

was $148. That's a 2x from here. So, I

believe Robin Hood is going to be the next super app. They got crypto on there. I think they're going to compete

there. I think they're going to compete with Coinbase and everything that they've been rolling out. I've enjoyed.

So big key takeaways. If we want anything to move significantly in crypto, we need Bitcoin to move first.

Bitcoin's not going to move until this war is settled and oil comes down.

Things also need to be much more bullish in the broader market. Broader markets

are very volatile. Things are still very uncertain and that's why stocks maybe they go up, then they come down.

Regardless, it's choppy and that's the consensus of what we'll go through through this year. Next point, there is significant asymmetric upside with a lot of altcoins. Look, even without us

of altcoins. Look, even without us confirming if this is the bottom or if the bottom is in 3 to 6 months, regardless, there's asymmetric upside.

If you believe crypto is going to return and go back up in the next 1 to two years, it could take longer than that, yes, but we've already seen massive draw down on a lot of the alts, they're down

60, 80% or more. Coins that are down that much are going to go up just as fast when liquidity returns. As most you guys all know, crypto is the wild, wild west. every dollar you put in, you just

west. every dollar you put in, you just got to assume you're going to lose all of it. But as I've said before, guys,

of it. But as I've said before, guys, this is the time to do your homework, not the time to just close your laptop and dillydally off. You really want to lock in. So, where are we then in the

lock in. So, where are we then in the cycle? What what is the Brian Junk

cycle? What what is the Brian Junk prediction? So, the next Bitcoin having

prediction? So, the next Bitcoin having event is projected to occur in April of 2028. I believe around that time, it's

2028. I believe around that time, it's going to mark the next top. It's always

a buy the rumor, sell the news, and I'm hoping that we get some constructive price action before then to mark this bottom. and then to get a rally going

bottom. and then to get a rally going into 2027 into 2028. Look, in Coinbase's 2026 institutional market outlook report, their research team compared the

current crypto market setup to 1996 in the dotcom cycle. This means they think that we're still in the early growth constructive phase, not this whole late stage blowoff top that we then got many

years later. So, in terms of our thesis,

years later. So, in terms of our thesis, here are my checkpoints. One, ETF

inflows, they're still providing structural support. I think treasury

structural support. I think treasury adoption is going to grow in the next cycle. That's going to add some more

cycle. That's going to add some more liquidity. Michael Sailor, he ain't

liquidity. Michael Sailor, he ain't stopping. That man's going to keep going

stopping. That man's going to keep going with his whole flywheel he created with Strat. You have the Tom Lee and the next

Strat. You have the Tom Lee and the next versions of Tom Lees for different altcoins that are going to emerge.

Stable coin volumes broke $34 trillion in 2025. This was more than Visa plus

in 2025. This was more than Visa plus Mastercard combined. We're going to get

Mastercard combined. We're going to get more better regulatory confirmation like the Clarity Act that's going to get resolved. Bitcoin has been

resolved. Bitcoin has been underperforming gold year to date.

Gold's up 55%, Bitcoin's down 6.5%.

There is going to be a shift in the market structure where the attention then goes from gold to Bitcoin and Bitcoin will have its next rally. At the

current moment, there still seems to be strength at support levels, meaning there is interest in crypto. We haven't

seen that super crazy extreme fear where I really start to guess my own thesis that I have within these markets. So,

last word of wisdom that I just want to share with you guys is that usually the setup for what comes next and the best opportunities emerge during times like this. It's where things are still shaky.

this. It's where things are still shaky.

You still don't know what direction we're going to go. But the fear is opportunity and often times the best move is to do the exact opposite of what the entire crowd is doing right now.

Most people in crypto don't care.

They're going to come back when it's too late. They're going to come back at the

late. They're going to come back at the worst times. So, I'm going to just end

worst times. So, I'm going to just end with this guys. Fear can show you what the crowd is doing, but wisdom helps you to decide what to actually do about it.

I know when I was an investor early on, yo, I would always be shaken up about the markets. If things were going down,

the markets. If things were going down, I thought things were over. If things

were going up, I got euphoric. I was

constantly tying my emotions to that. I

think back to the verse in the Bible, Proverbs 2:15, that the plans of the diligent lead to abundance. And in

markets like this, peace doesn't just come from guessing or or trying to be right, guys. It comes from just

right, guys. It comes from just preparing. It comes from actually

preparing. It comes from actually understanding what those catalysts, what key levels are, and how things could play out. It's not about trying to get

play out. It's not about trying to get everything right in the future. It's

about just staying aware because when the markets do turn around, at least you'll be prepared to make those moves.

At least you've been buying up opportunities. You have firepower.

opportunities. You have firepower.

You've been good with your spending. I

think a lot of times people overestimate investing. For me, I look at asymmetric

investing. For me, I look at asymmetric opportunities. I ride hard when the

opportunities. I ride hard when the momentum turns around. In moments like this, I do even more work than when times are busy because I want to stay on top of it. If you guys enjoyed this video, be sure to share this with a

friend, subscribe to the channel, like this video. If you guys want to get

this video. If you guys want to get access to some of our research reports in Kaizen or you guys want to just be a part of a community, I'll also have a link for you guys to join down below.