15 highest Asymmetrical Opportunities from 70 LOTM Companies Tracked

LOTM currently has about 70 names in our Stage Analysis inventory. We are adding names and sectors weekly to build to select the highest-probability, highest-potential names we follow. New sectors, with a goal of building sectors that are not correlated to each other for balance, include 1) biotech/genomics, 2) gold, silver, copper, and forestry, and 3) energy, including oil & gas, geothermal, nuclear, and solar.

We are building with the assistance of AI, our Stage Analysis model that is published weekly. We posed the following question to the AI platform below.

AI, Please rank the names in the Crypto / AI folder Analysis system and select the top ten asymmetrical opportunities when a three year timeline is considered. Include all six groups and names in those six groups as companies to consider.

Tom, using the framework we’ve built together over the last several months, I am ranking these based on:

• The Eight factors used that are proprietary to LOTM, are not disclosed

Not simply “best company” but best combination of upside and probability of success.

TOP 10 ASYMMETRICAL OPPORTUNITIES

RANK | SYMBOL | COMPANY | ESTIMATED 3-YEAR UPSIDE | INVESTMENT THESIS

1. XTAIF / XTAO.U – xTAO Inc.
   Potential: +200% to +1000%
   Pure public Bittensor exposure. Validator operations, institutional backing, small market capitalization and substantial leverage to TAO adoption. Highest upside potential within the group. If interested – the stock is very illiquid. Limit orders only!
2. GLXY – Galaxy Digital
   Potential: +150% to +500%
   Institutional gateway to digital assets. Exposure to crypto, AI infrastructure, tokenization and capital markets. Strong management and strategic positioning.
3. COIN – Coinbase
   Potential: +150% to +400%
   Dominant U.S. crypto platform benefiting from trading, custody, stablecoins, tokenization and institutional adoption.
4. FRMM – Forum Markets
   Potential: +300% to +1000%
   Micro-cap positioned at the intersection of traditional finance and tokenized securities. High-risk/high-reward opportunity.
5. ASST – Asset Entities / Strive
   Potential: +200% to +800%
   Bitcoin treasury strategy supported by experienced capital allocators. Debt-free balance sheet and significant growth optionality.
6. GLNK / LINK Exposure (Chainlink)
   Potential: +150% to +600%
   Chainlink remains one of the most important infrastructure layers for tokenization and real-world asset adoption.
7. PURR – Hyperliquid Strategies
   Potential: +250% to +1000%
   Direct exposure to the rapidly expanding Hyperliquid ecosystem. Exceptional upside with elevated volatility.
8. CRCL – Circle Internet Group
   Potential: +100% to +400%
   Stablecoins are becoming core financial infrastructure. Circle is positioned as a primary beneficiary.
9. MSTR – MicroStrategy
   Potential: +100% to +350%
   Best-in-class Bitcoin leverage vehicle with unmatched capital market execution.
10. FIGR – Figure Technology
    Potential: +150% to +500%
    Leader in tokenized lending and blockchain-based financial infrastructure. Strong upside if tokenization accelerates.

______________________________________________________________

NEXT FIVE CANDIDATES

1. MARA – Marathon Digital
2. NU – Nu Holdings
3. PYPL – PayPal
4. WYFI – WhiteFiber
5. PATH – UiPath

______________________________________________________________

KEY THEMES DRIVING THE TOP 10

1. Bittensor & Decentralized AI
2. Bitcoin Treasury Companies
3. Hyperliquid Ecosystem
4. Chainlink & Tokenization
5. Stablecoins
6. Institutional Digital Asset Infrastructure

Summary:
The strongest opportunities continue to cluster around Bittensor, Bitcoin Treasury Companies, Hyperliquid, Chainlink, Tokenization, Stablecoins and Institutional Crypto Infrastructure. These sectors currently offer the highest probability of producing multiple doubles and potentially several 5x–10x outcomes by 2029.

Keep these thoughts in mind:

• AI Needs Crypto/Blockchain and Crypto/Blockchain needs AI.
• None of this works with out Energy and Physical Infrastructure.
• Right now semiconductors are “hot” but without silver, copper & energy, Semiconductors, AI and Crypto don’t grow.

Peace & prosperity to all. Over and out.

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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