- A washed-out crypto market finally got catalysts—proposed SEC rules, a possible compliant U.S. path for Hyperliquid, and Treasury-buying speculation—sparking a sharp debasement-trade reversal.
- Across 96 months, BGCI gained 170.77% while ex-BTC/ETH SPCBXM lost 26.15%; in the latest bull run, BTC gained 590.48% versus SPCBXM’s 166.15%, supporting targeted rather than broad exposure.
- The author favors concentrated holdings in proven growth areas—RWA tokenization, stablecoins/payments, and DeFi; tokenized RWAs grew from $2.3B to $44.5B in three years.
- The author does not know whether this move begins a sustained bull market; a retracement is plausible, but waiting for confirmation can mean missing crypto’s rapid repricing.
Investment pitches
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