We are in a market sell off that we didd not anticipate. The first is the Crypto sell off that started October 10 2025 and Now the market sell off related to the surprise conflict with Iran.
As to Crypto/Blockchain, it appears that the sell off has climaxed as to sentiment, found a support lever and Institutional buying has increased buying in the $62,000 to $66,000 level for Bitcoin. Prices could break and go lower. For now however, it appears we have the three forces mentioned – sentiment, technical action, and moneyflow, have exhausted themselves. We would like to suggest looking at the beginning of an expansion of digital assets into the next phase. This is typtically the best performing phase in the growth of a technology. In digital assets this means expanding beyound the tools being created – Crypto and Blockchain. Now we are entering the application of digital assts. Think of this as the completion of building the internet and the beginning of applications on the internet. The birth of Netflix, Amazon, Facebook, Google, Microsoft and Apple. The application of Crypto and Blockchain involves the change of the traditional financial system in the Payments and Lending sector. Tokenization introduces the fractional ownership, transfer and settlement of real estate that previously was too big for the middle class to own individually.
It is very early days of the application stage and we are in a correction phase of the market with a lot of outcome uncertainty. I want to suggest an approach the reduces individual company risk and Dollar-Cost-Averaging
in a broader sense. Personally, I have a lot of exposure to crypto and want more of an exposure to Blockchain and Company application with crypto and blockchain.
My top pick is an ETF based on companies held and also being an activly managed porfotio within Blockchain and company application exposure. It is the VanEck Digital Transformation ETF, Symbol DAPP $16.00. On an individual company basis I wanted exposure to Strategy (MSTR*), Coinbase (COIN), Shopify (SHOP), Block (XYZ), Circle Internet Gp (CRCL), MARA Holdings (MARA*) Figure Technology Solutions (FIGR), and Hut 8 (HUT). DAPP has many of these names in the portfolio yet it focused tightly on 26 companies and not every Tom Dick and Harry company that might “eventually” be a Digital Transformation company. I am very impressed with Matt Sigel head of research at VanEck. He is totally engaged in the Crypto/Blockchain world. He has a stock knowledge base and is not afraid to speak his truth (matches mine) publicly. He is committed and doesnot waste our time. Matt has plenty of air time on YouTube. I like how he thinks and manages the DAPP Portfolio. The price has corrected but that is a sector sell off. If you want to time the ETF it is very liquid and feel free to do so. I will Dollar-Cost-Avergag funds permitting. This is a way more efficient way for me to spend my time. If I want to cherry pick some of his ideas that are new to me that is a plus, but at the same time I don’t have the money or staff to put in the time Matt and his team put in. In some definitions of DAPP, it is labled a passive find. I don’t see it that way and I want a responsive activly manged portfolio if I am going to own an ETF.
“Bitcoin is Going to 20x, But 99% are Clueless” – Matt Hougan [NEW Bitcoin & Crypto Prediction 2026]
Just watch the first five minutes – Matt Hougan is one of the best minds in crypto, (CEO of Bitwise)
Current holdings as of March 5, 2026 are below.
Moving On – Silver and Gold Miners:
The elevated price of silver and gold has made cash money machines out of producing Gold and Silver Miners. If physical gold and silver prices decline or hold their current price, The miners are printing cash.
Like DAPP above – Sprott Inc (SII) has an “Activly Managed” ETF that holds many of the gold and silver names I like but don’t have the funds to buy. Sprott Inc, as far as I am concerned, is the best physical mining investment banker in the world. I am happy to deligate my stock selection to Sprott. The fund’s symbol is GBUG* and the web site page is linked here. A list of current position is below:
In the case of GBUG, one might consider a dollar-cost-averaging in approach. The ETF and Miners in general have had a graet run and they appear tired as a group.
I would not be surprised to see the industry take a pause for three to six month before making the next run upwards in Q3 qne Q4 of 2026. That is not what they did last year, but I am sharing what is in the back of my mind at this time.
Also in my mind is the thought that it’s Crypto & Blockchains time to flip the tide of rally/decline on the metal miners. I love em both and just trying to tweek the positions a bit.
Have fun – crypto/blockchain is a big wave up over the next decade and gold/silver is likely in the first third of it rally phase. Plenty of monet to be made in each grouping. Not advice – just my thoughts.
LOTM Research & Consulting Service
* An account related to LOTM holds a position in this security.
Neither LOTM nor Tom Linzmeier is a Registered Investment Advisor.
Please refer to our web site for full disclosure at www.LivingOffTheMarket.com ZTA Capital Group, Inc.
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