Asset Allocation Is Life‑Support
Spray‑and‑pray portfolios belong on trash TV rehab shows. Pick a handful of names worth hanging on to.

Rolling Pumps Are a Thing
Money hops from token to token like a frat kid on dollar‑beer night. FOMO‑chasing those hops? Don’t. You’ll just be donating to better traders.

Conviction > Copium
Your coin needs to trounce BTC, ETH, and SOL on the weekly, not the 5‑minute chart, to deserve a spot in your wallet. My current crush is SUI and TAO; they are printing relative‑strength receipts.

Time Horizon Matters
The graveyard of “fast flips” is littered with broke geniuses. The most succuessful people in crypto identified a projection early (BTC, ETH, etc) and then practiced the ancient art of doing nothing. Find some conviction, buy early and sit on it. At least until the macro environment tells you to go risk off.

Network Effects or GTFO
More wallets + rising onchain volume + sticky dev community = a shot at long‑term value accrual. Some crazy garbage will pump, but fundementals matter. The projects with real utility, revenue and PMF will out perform in the long run.

Tether Vows Big-Four Audit, Eyes U.S. Entry Under GENIUS Rules — CEO Paolo Ardoino pledged to bring USDT under GENIUS-compliant licensing and hire a Big Four auditor, clearing the path for U.S. listings. Rival Circle claims it is already fully aligned, sharpening a race for post-legislation market share. Traders say the pivot narrows USDT’s risk discount and could reshape stablecoin dominance.

Coinbase Debuts ‘Base App,’ a Crypto Everything-App Built on Its L2 — The exchange rebranded Coinbase Wallet into an all-in-one super-app combining trading, payments, messaging and mini-apps atop the faster Base chain. Launch follows softer SEC rhetoric, letting Coinbase lean into consumer products. Observers say the move could funnel millions of users directly onto on-chain rails, challenging traditional fintechs.

Hacktivist Group Steals $81M From Iranian Exchange in Geopolitical Attack — Pro-Israel hackers breached Iran-based Bit24, exfiltrating funds they claim will fund opposition efforts rather than personal gain. The strike highlights crypto’s growing role in asymmetric warfare and sanctions evasion. Intelligence firms warn of further nation-state-linked hacks that could roil exchange reserves.

CLARITY Act Clears House, Sets Up SEC-CFTC Power Split — The bipartisan bill defines when a digital asset shifts from security to commodity and establishes dual oversight between the SEC and CFTC. Passed 294-134, it now heads to the Senate, where sponsors expect a vote before recess. Markets cheered the prospect of clear rules that could green-light new U.S. token listings.

Litecoin (LTC) +14% — Halving may be two years away, but that hasn’t stopped the “silver to Bitcoin’s gold” from front-running the narrative. Add freshly whispered ETF odds and the greybeards are suddenly dancing.

Chainlink (LINK) +12% — CCIP integrations keep stacking and Swift’s pilot chatter refuses to die; oracle holders are finally getting the memo.

Solana (SOL) +8% — ETF flow tailwind + a proposed $200 M ecosystem treasury = “number go up.” SOL brushed $196 while dev activity hit overdrive.

BONK +4% intraday — Binance yanked the meme-token’s “risk” tag, algos went woof 🐶, and 3 T tokens changed hands before profit-takers sobered up.