Ultimate Crypto Guide 2025
408: Security, Price Predictions, Institutional Avalanche
Alright good afternoon kings. As you sit at your desk this afternoon, a storm is brewing. A financial opportunity we might get a handful of times in our lives is upon us.
Those who take advantage of the signs we are so lucky to get early — have the capacity to change their lives and financial situations forever.
Today is a complete run own of where we stand in crypto and what’s likely on the horizon.
Today’s guide will be most effective if you read it in conjunction with the concepts I cover on the latest episode of Risk On which is linked above (available on Spotify and Youtube). Which order you ultimately do it in is irrelevant but the themes are the same and I will be referencing similar terms, concepts, thoughts, and predictions.
The goal today is to provide a singular mega guide that is a point in time reference for where we stand in crypto.
A refresher if you will for veterans and noobs alike. But let me be honest, it is entirely possible that time is running out for you to take positions and get ready for the coming pump I expect.
I’m not trying to be dramatic I am just stressing the urgency you should have if you think this is something you want to be a part of and make money off of in the next 6-12 months.
People are printing off our earlier calls on crypto from the local bottom a month or so ago and now I want to lay out what is coming next. The Tokenization post I put out on May 6th was very popular — and I’m glad, given just a week or so later we get news that JPMorgan just settled its first transaction on a public blockchain, using Chainlink and Ondo Finance.
This isn’t cap or hype boys — this is rapidly happening before our eyes.
Just this morning Chainlink also announced its Data Feeds are now live on TRON as the network’s official data oracle solution. Slowly then all at once they say.
Similarly — VanEck has launched its first tokenized fund VBILL on @Securitize. This fund offers exposure to short-term U.S. Treasuries through a fully tokenized structure living on the Avalanche blockchain (AVAX) which we have talked about extensively over the past few months.
These are substantial institutional developments. Pair this with the recent announcement that COIN 0.00%↑ is joining the S&P 500 and we have a slew of bullish news for crypto coming at a time when Bitcoin and the broader market appears to be preparing for new all time highs.
Whales are accumulating.
Financial Institutions are leveraging blockchain.
Companies are procuring Bitcoin.
The writing is on the wall.
Now is the time to take this serious if you want to make money.
Today we’re going to go over the most recent institutional catalysts, do a refresher on security essentials (we will touch on the Coinbase hack this morning), and then we will get into my price predictions/scenarios for 2025 and 2026, the part everyone keeps asking about.
We’re also going to cover some of the concerns folks still have about the broader macro picture like residual trade deals that need to be struck and rising yields, which many are saying are two of the remaining obstacles left before a true god pump for risk on assets.
Buckle up — with today’s guide you’ll have the context necessary to take full advantage of the coming age of crypto regardless of your status today. The market is softening a bit on this recent Coinbase news which should provide an opportunity for those who are willing to seize it.
As Gandalf once said “ things are now in motion that cannot be undone”