I: Tom Lee, BitMine Immersion – The Crypto Supercycle is Intact
II: Matt Hougn, BitWise – The Institutional Flows are Happening
III: Annie, Influence Host for Sovereign Stash – What’s Happening Behind the Curtin?
There’s a lot of activity happening at the institutional level that will result in higher valuation for Crypto and companies that have applications that use crypto and blockchain. 2026 is a year when this feature will gain attention and drive crypto and related companies.
“The Crypto Supercycle is Intact”
BitMine Chairman’s Message | Tom Lee’s Binance Keynote
Binance Blockchain Week 2025 – December 7, 2025 – 27 minutes
Timestamps 00:00 – Introduction 02:51 – 10-year return comparison 03:54 – 2025 positive catalysts 05:46 –
Tokenization becomes the main story 06:38 – Why crypto’s best years are still ahead 07:50 –
Why Tom believes crypto has bottomed 09:50 – BitMine + Tom DeMark ETH timing strategy 11:14 –
Bitcoin four-year cycle analysis 14:10 – Ethereum’s 1971 moment & the future of finance 15:55 –
ETH/BTC ratio & ETH price scenarios 17:30 – Tokenization 2.0: factorized assets & prediction markets 21:01
Digital Asset Treasuries (BitMine & MicroStrategy) 24:28 – How BitMine works: ETH treasury, MAVAN, staking yield 26:59 – BitMine roadmap
Institutional Flows Will Overpower the 4-Year Cycle
Presented by Empire with Matt Hougan CIO at Bitwise Asset Management
Released Dec 7th 2025 57 minutes in length
Timestamps 00:00 Intro 03:28 – 2026 vs The Four Year Cycle 05:06 – Bitcoin Covered Call Strategy 07:44
The Case Against The 4-Year Cycle 11:14 – Ads (Zcash, Katana) 12:31 – Will Strategy Sell Its Bitcoin? 16:36
Inside The Institutional Mind 24:24 – How Advisors Think About Crypto 27:40 – The Best Stories In Crypto 30:23
Ads (Zcash, Katana) 31:39 – Risk-First Investing 33:01 – L1 Debate: Haseeb vs Santi 36:19
Balancing Token Value & Investment 40:16 – Ads (VanEck, Uniswap) 41:58 – Zcash & The Privacy Narrative 44:29
The Future Of ICOs 46:55 – The Token-Equity Convergence 48:19 – Final Thoughts
What’s Happening Behind the Curtin?
The $9 Trillion Crypto Signal You’re Not Watching — Ep33
Sovereign Stash hosted by Annie – Dec 7th 2025 – 17 minutes
An excellent “soft,” easy to understand presentation of the big picture that is rapidly developing that is Digitizing the Global Financial World. This is a massive change and in its early days . The financial opportunity is similar to investing in the Internet development in the 1997 time period.
In This Video:
- Why portfolio pain is not the same thing as crypto market death
- What’s actually breaking in the altcoin incentive machine
- Why fewer giant green candles makes rules and sizing matter more
- The “dollar as code” shift and why it matters
- What’s secretly growing in crypto
- What’s Blackrock, Goldman Sachs, BNY Mellon and other institutions doing with stablecoins
- How to adapt for crypto’s next era
LOTM: I totally agree with the perspective of Annie at Sovereign Stach as presented in the Vid. This perspective is
I: Own the Rails that the Digital Fiancial World is being built upon.
LOTM’s top rated Crypto coins that we consider are some of the leading Rails:
- Bitcoin (BTC) – Leading in Store of Value
- Aave (AAVE) – Crypto leader for Lending in Finance
- Chainlink (LINK) – The connection leader of Smart Contracts to RWA (Real World Assets) needed with the tokenization of everything of value.
- Ethereum (ETH) – The crypto leader of the rails that Smart Contracts will be built upon.
- Solana (SOL) – The industry leader for rapid payments for companies like Visa and Mastercard
- Bittensor (TAO) – the crypto leader involved Crypto that fosters open AI development
We have a desire to own coins or alt-coins that have a modest number for maximum number of coins that will ever be issued as a one consideration. Scarcity creats value – if they are successful. A Risk to Reward lever.
II: Own Companies that run applications on Crypto/Blockchain Rails
For this area we like some individual companies. A Sampling of names we like are Strategy, Strive, Bitmine Immersion, Galaxy Digital, Coinbase, Robin Hood, Shopify, Forward Industries and Sharplink Gaming.
For most individual investors, owning ETF that focus on companies involved in this area might be the best way to proceed. The active manged ETFs gives diversification within this sector, slection of companies as it relates to timing of the buying, selling and percent ownership.
Examples of some active and passive ETFs in this area include ARKF, BKCH, NODE, BLOK, BLKC, CRPT, and FDIG.
For highest quality asset managers of the above ETFs, we like Galaxy Digital, ARK Asset Management and Bitwise Asset Management. Of these three asset managers only Galaxy Digital (GLXY) is a publicly traded stock.
Good fortune to us all. LOTM is available for sharing our perspective and coaching. I am not, however, a Registered Investment Advisor. All thoughts comments and opinions are personal and not Investment Advise.
You can reach me by email at LOTM.Millions at Gmail.com
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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