A Requiem For Crypto (*)
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Let’s Tell It Like It Is.
With the second major liquidation event in crypto in a month, a lot of people are going to be bailing out. Crypto-natives who’ve seen their altcoins drop >50% in value, levered traders who have had their accounts wiped out (some of them twice, I suspect), and tourists who “always knew it was a scam” - these are the groups who will be exiting stage left right around now.
Are they right to do so?
There is a modest correction afoot in equities; bonds are moving up a little as is oil, and gold is taking a breather. In other words just normal market operations. In crypto, you would think it was 2001, 2008 or February 2020.
I think our Big Money Crypto thesis remains intact:
- Only own the top two coins, Bitcoin and Ether - perhaps Solana but I myself don’t.
- Own the coins via liquid, professionally-managed Big Money ETFs like $IBIT, $ETHA and so on.
- If you choose to play with the treasury companies, own only the largest and most liquid and best-managed ones, and learn to trade them as you would any investment company (buy at a discount to NAV, sell at a premium to NAV).
Finally, use AI / ML algos to help you trade crypto. Since our crypto algos launched here’s how they have performed:
- BTC signal outperformed buy & hold by +16% (Apr 14 – Nov 4 2025)
- ETH signal outperformed buy & hold by +25% (Jul 23 – Nov 4 2025)
- SOL signal outperformed buy & hold by +24% (Jul 23 – Nov 4 2025)
We’re very early to market with these algo signals. Most people fear them just like they feared electricity, running water, railroads, cars, and probably the wheel. Here’s our current X poll on the subject:
This fear and mistrust is misplaced, in my very strong opinion.
For our paying members of this Big Money Crypto service - and of course our Inner Circle members - I want to run through the current state of crypto and explain the upside and risks I see ahead, and how best to play those opportunities.
If you want to get our work in crypto, this is what to do.
- Sign up for the Big Money Crypto newsletter. You can choose the free version or the paid version. You can do that here.
- Sign up for the Big Money Crypto algo signals. You can buy the signals with or without the newsletter, your choice. Here.
- Sign up for our Inner Circle service which is our finest work across all asset classes. Here. Add those algos on top too. (Here).
OK. Let’s get to work.