June 2026 Research Report
By Tom Linzmeier/LOTM
Executive Summary
The digital asset industry is entering a new phase.
The first wave was driven primarily by Bitcoin adoption. The second wave expanded into decentralized finance, stablecoins, and blockchain infrastructure. We believe the next phase will be driven by the convergence of digital assets, artificial intelligence, tokenization, and institutional adoption.
This report highlights seven companies that we believe offer attractive asymmetric risk/reward opportunities over the next two years.
Our objective is not to identify the safest investments. Instead, we seek opportunities where the potential reward may significantly outweigh the risk if management executes successfully and industry trends continue to develop.
Investors should understand that many of these companies are volatile and speculative. We are willing to accept that volatility because our goal is capital appreciation rather than short-term stability.
It is important to distinguish between asymmetrical upside and probability of success. Smaller companies often offer larger potential returns but carry significantly higher execution risk.
Why We Favor These Themes
Four major trends continue to drive our investment framework:
1. Institutional Adoption of Digital Assets
Large financial institutions continue increasing exposure to Bitcoin, stablecoins, tokenization, and blockchain infrastructure. This trend remains in its early stages.
2. Artificial Intelligence Infrastructure
AI requires enormous amounts of compute power, data infrastructure, and decentralized networks. Several companies on this list are positioned to benefit from this buildout.
3. Tokenization of Real-World Assets
Stocks, bonds, loans, and other financial assets are gradually moving onto blockchain rails. We believe tokenization may become one of the largest long-term opportunities in financial services.
4. Public Market Treasury Strategies
Public companies are increasingly using digital assets as strategic treasury holdings. This trend has already transformed Bitcoin investing and may expand into additional digital assets over time.
Additional Public Companies to position for a two to three-year opportunity:
Mara Holdings (MARA)* $13.78 – Physical infrastructure for Crypto/AI/Blockchain
Oracle (ORCL) $211.82 – Data Base for AI Agents applications
Circle Internet Group (CRCL) $82.53 – Stable coin
It is my humble opinion that each of the company stocks mentioned have the potential to double in price in the next two to three year time period. That would work out to a 33% annualized, simple interest rate return. In prior LOTM work, the names above have price appreciation potential stated as much higher price potential than a double with a 2030 time-line. How you manage your position and how you manage your emotions is a variable no one can control but you. Good luck to us all. It is not an easy process.
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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