CryptoCoachLondon

1. Crypto: Mid/long termism... sans Shorts Cuts!
2. Takes 2 "AI and Crypto" to Tango!

[CryptoCoachLondon @4Alsace]

Time to renter from now until nov this year....

[Benjamin Cowen @benjamincowen]

Bitcoin has entered the 3rd and final stage of the bear market.

This is because the guys who mocked the bears in stages 1-2 are now admitting price could go lower.

They were a bull in a bear market, and they will likely turn fully bearish in the bull market

[CryptoCoachLondon @4Alsace]

LLM Model selection will soon be automatic so that this does not happen anymore!

[Justine Moore @venturetwins]

Me using Claude Opus 4.8 to rename a file

[CryptoCoachLondon @4Alsace]

I'd have continued to sleep this cycle until BTC hits $50K-$60K range but..... 🧠

Iran is making oil tankers pay transit tolls in crypto. why? because banks can freeze, trace, and block you. bitcoin? moves different.

here's the tea: when your currency collapses (80% inflation 💀) and sanctions cut you off, crypto becomes the lifeline. Iranians & Venezuelans already know this.

for #genZ, this isn't about regimes. it's about financial sovereignty.

The old system is a gatekeeper. crypto is the back door. no permission. no borders. no bank saying "no."

When war costs are socialised, and people like you and me pay with our £.Euros.$....BITCOIN will be our digital lifeboat and will help us and economy thrive again away from the clutches of the elite.

the future isn't central banks deciding who gets to save. it's a wallet in your pocket in #Bitcoin no one can touch.

don't sleep.

#Bitcoin #Crypto #Freedom #DeFi #IranWar #Finance

[CryptoCoachLondon @4Alsace]

CCL take this week:

Bitcoin: The Vibe Check You Needed 📉📉

​Okay, besties, let’s talk about the chart in the room. Bitcoin is currently giving "dubious speculation" and, honestly, the energy is a bit mid. We’ve seen some serious price bleeding lately, but history tells us this is just a classic bear market cycle doing its thing.

​Think of it like this: Bitcoin usually hits a local low in early Feb (check!) and tries to rally in March. But don't get FOMO yet, these are often "relief rallies" that lead to lower highs.

We’re currently in a 123-day grind, which is more of an "apathy top" than a "euphoria crash."

​The "Rule of 50%" is in play now. Once we drop half-way from the peak, things get weird. The bears get tricked, the bulls get trapped, and everyone ends up looking a bit goofy.

Statistics point toward May or even October for a real bottom, especially if the S&P 500 decides to join the chaos.

​The mission? Survival and accumulation for long term while we wait for the Q4 comeback.

Stay hydrated, stay patient, and don't let the volatility ruin your peace. 🧘‍♂️💸

​#Bitcoin #CryptoVibes #BearMarket #Web3 #HODL

Not financial advise.

[CryptoCoachLondon @4Alsace]

Wisdom - harsh but true!

[Benjamin Cowen @benjamincowen]

Every cycle is the same.

Yes, crypto could bounce. And honestly, it would be great for sentiment if it could. But even if it does, it would most likely result in a macro lower high.

I don't try and time those bounces. I have tried before with mixed levels of success. Sometimes it works, other times I got rekt.

When BTC drops below the 50W moving average, it then goes to the 100W moving average, spends a little time there, then goes to the 200W moving average.

Every cycle is eventually the same.

BTC topped when it always does (Q4 of the post-halving year), and so many have spent so many hours trying to convince you that it has not.

And BTC entered into a bear market, and so many have tried to get you to believe that alt season is "just around the corner" because it always happens after BTC tops. What they fail to account for is social interest. After the 2019 top there was also no rotation into altcoins, which also occurred just before QT ended.

I track the social interest in the asset class, and it has been trending down since 2021. There is no one new here for people to sell their altcoins to.

Alt seasons historically occur *after* social interest has been trending up for a year, not after it has been trending down for 5 years.

Have an actual plan on navigating this brutal asset class. Because if the altcoins you hold drop another 50%-80% from here, not a single influencer who promoted them will express an ounce of regret for it. And you will simply be living with the consequences.

I get a lot of hate for saying the truth, but an inconvenient truth is better than a lie.

[CryptoCoachLondon @4Alsace]

MeToo!

[Benjamin Cowen @benjamincowen]

Wake me up when September ends.

[CryptoCoachLondon @4Alsace]

CCL's Take this week

The era of mid rewards and 20% interest is officially cooked. 📉

FinTech is entering its main character era and it’s all about crypto-linked cards. 💳✨

​Why the pivot? While traditional banks are slashing perks because of new caps, crypto cards are out here doubling the value. We’re talking:
🚀 Higher Cashback: Using DeFi yields to actually pay you more for your morning iced coffee.
💰 Asset Growth: Your rewards aren’t just points; they’re tokens that may moon.
🌍 Global Access: No more broken banking vibes, just stablecoins and seamless vibes.

​We aren’t just spending; we’re stacking.

why settle for a 1% "thank you" when you can get native yields and decentralized credit? 🧠

The future of plastic is digital, and the gatekeepers must lose their grip.

​Stop being a "revolver" for the big banks and start being a liquid legend. 🥂🔥

@coinbase
@CoinMarketCap
@benjamincowen @virtualbacon
@federalreserve
@bankofengland

​#CryptoCommerce #DeFi #FinGenZ #Web3Payments #FutureOfMoney #SmartSpending #CryptoCards #FinancialFreedom

[CryptoCoachLondon @4Alsace]

We are getting there!

[Simon Taylor @sytaylor]

🚨 BREAKING: NYSE announces new tokenization platform.

Here's what they're building:

A completely new trading venue with:
• 24/7 operations (no market hours)
• Instant settlement (not T+1)
• Stablecoin-based funding (not bank wires)
• "Tokens natively issued as digital securities"

Not retrofitting the existing exchange.
Not adding blockchain to the back office.

An entirely new venue.

---

Think about what this means:

NYSE will run two exchanges.

The old one: 9:30-4:00 EST, T+1 settlement, bank wires.

The new one: 24/7, instant settlement, stablecoin rails.

They're not choosing between traditional and digital.

They're operating both in parallel.

---

How does this compare to others?

Everyone else is building infrastructure to tokenize existing assets:
• DTCC tokenizes existing custodied securities
• State Street tokenizes MMFs and ETFs
• Nasdaq amends rules for tokenized trading alongside traditional

NYSE is building a new way to bring equities on-chain AND the venue to trade them.

This puts them in competition with Figure's OPEN and Superstate.

Native digital issuance. Native digital trading.

---

Tokenized stocks enable a world where:

• Settlement happens on-chain
• Custody lives in wallets, not DTCC
• Trading never stops
• Capital formation happens in stablecoins

The question for every institution:

Are you digitizing your existing business or building the business that replaces it?

NYSE just answered: both.

---

#fintech #tokenization #infrastructure #digitalassets #stablecoins

[CryptoCoachLondon @4Alsace]

CCL's Take this week:

Crypto is hitting the "refresh" button in 2026.

🔄 The old Bitcoin → Altcoin playbook? It’s dead. We’re entering a cycle driven by global liquidity detours and institutional pivots.

Potential guide for mid-short term:
1️⃣ The Liquidity Detour: Capital is bypassing the US and flowing into international stocks (DAX/KOSPI). Watch for these markets to saturate, that’s when the spillover into crypto finally hits.

2️⃣ Utility is Out, RWA is In: The "Others" ratio isn't about hype tokens anymore. Institutions are moving into Real World Assets (RWA)—think tokenised gold, silver, and bonds. These are your new portfolio anchors. ⚓

3️⃣ The ETH Pivot: Ethereum is quietly becoming the institutional favorite over BTC. As the base layer for stablecoins and RWA, it’s the long-term play for those who can handle the 50%+ volatility "vibes."

4️⃣ Regional Meta: Don’t ignore local laws. Europe is going big on regulated ETPs (ETH/SOL/XRP), while South Korea remains the home of high-volume altcoin trading. Play the region, front-run the flow.

MOST IMPORTANT:
🌏 5️⃣ Tactical Patience: 2026 is for accumulation, not moon-chasing. Expect a bearish grind while we wait for 2027’s explosive regulatory clarity. Stay patient. 🧘‍♂️

#Crypto2026 #RWA #Ethereum #Bitcoin #Investing #Web3 #Stablecoins #Altcoins

@TheValueThinker @Croesus_BTC @asjwebley @dohertyjackk @coinbase @CoinDesk @Akshat_World @jackmallers @RaoulGMI @saylor @virtualbacon @benjamincowen

[CryptoCoachLondon @4Alsace]

CCLs Weekly Take!

Imagine a Crypto world where your onchain moves stay yours, not fodder for data brokers or sleuthing memepool bots. That’s the vibe mates! privacy isn’t optional - it’s crypto’s ultimate moat. Public chains? Easy to hop between. Private chains? You’re locked in, not by force, but by security. Once you go dark, bridging out risks doxxing. That’s chain loyalty, baked in. and a few names are cashing (Zcash)!

Now layer in AI. Prediction markets are about to get scary smart - LLM oracles resolving bets, AI agents sniffing real-world signals like digital bloodhounds. But here’s the twist: AI needs truth, and crypto gives it verifiable, onchain truth - plus human-proof polls via zero-knowledge proofs.

And much more - Stablecoins will be internet-native money (including #shift4 from @Polymarket. #RWA may be perpification!

And my 2nd favorite: Know Your Agent (KYA) in addition to KYC!

2026 isn’t about L2s - it’s about private L2s + AI agents + real assets converging!

What do you think milords!?

#Crypto #AI #Privacy #DeFi #GenZFinance #HappyNewYear2026

[CryptoCoachLondon @4Alsace]

CCL's Take during holiday season:

​Is the crypto cycle actually cooked? 🚩

@benjamincowen dropped a massive reality check on @Bankless

​-Bitcoin likely topped on "apathy" in Oct, and the 4-year cycle is looking more 2019 than 2021.

-No euphoria = no exit liquidity for your favorite mid-caps. Most alts are officially "cooked." 💀

​-ETH might be the main character of 2026. Ben’s eyeing a "Tesla-style" pattern where Ethereum could divergent-pump to $5k+ in early 2026 while BTC chills. But beware: it could be a massive "exit rally" bull trap before a deeper mid-year reset. 📉

​The real villain? Macro. With unemployment rising and the Fed holding out, the "risk-on" vibes are currently being stolen by AI and Gold. Crypto is still trading like Nasdaq on steroids, not digital gold.

​My play:
Accumulate quality (BTC/ETH/SOL) in 2026-mid 2027.

Patience is the only way to survive the "Apathy Phase." 🧘‍♂️💎

Not financial advice.

https://t.co/AQ0yo7jC26

#DYOR
​#Crypto #Ethereum #Bitcoin #BearMarket #Macro #Investing #Web3 #Bankless #BenjaminCowen #FinanceTips

[CryptoCoachLondon @4Alsace]

CCL's Take Today

Time to do DCA until Oct'26 if we are still a believer of 4 year halving cycle.

DCA logic: I'd start with 5% of total and increase by c. 1% every month until then.

Not financial advice.

#holidays hence frequency of posts will be lower! Enjoy the time off folks!

[Benjamin Cowen @benjamincowen]

The last 3 cycles for Bitcoin all lasted around the same amount of time.

2015-2017: 1067 days
2018-2021: 1059 days
2022-2025: 1062 days

Sometimes the simplest indicators are the best.

[CryptoCoachLondon @4Alsace]

CCLs Take Today

Crypto Allocation: What Top Institutions Say:⚖️

For conservatives, here’s what leading firms recommend for crypto exposure:
✅ @MorganStanley: 2–4%, ETFs preferred for risk control
✅ @BlackRock : 1–2%, conservative and risk-managed
✅ @fidelitybankplc : 1–5%, aggressive portfolios lean higher
✅ @BankofAmerica: 1–4%, wealth clients via ETFs
✅ @ARKInvest: 10–15%, highly bullish stance
✅ @itau Unibanco (Brazil): Advises ~3% Bitcoin allocation by 2026

Diversification matters, crypto can act as a hedge and growth driver, but volatility is real. Most traditional players suggest keeping exposure modest (1–5%), while innovators like ARK go big.

How much would you allocate?

#Crypto #Bitcoin #Investing #PortfolioManagement #MorganStanley #BlackRock #Fidelity #BankofAmerica #ARKInvest #Itaú #DigitalAssets #WealthManagement

[CryptoCoachLondon @4Alsace]

CCL's Take Today

🔐 How will investor protections work in blockchain-based securities which @The_DTCC is testing out upto H2 2026:

#DTCC tokenisation pilot keeps your rights intact:
✅ Same protections as traditional securities
✅ Transfers only to DTC-registered wallets
✅ Full control for claw-back & force transfers

Which blockchains?
🌐 Limited networks at launch
📋 Must meet strict security & compliance standards
📈 Expansion planned based on demand

This is TradFi meeting DeFi, with safety first.

#Blockchain #Tokenization #InvestorProtection #FinanceInnovation #DigitalAssets #SEC #DTCC

https://t.co/dWK0TkPnkI

[CryptoCoachLondon @4Alsace]

CCL's Take Today

🚨 Big move in finance meets blockchain 🚨
The entity @The_DTCC that settles $3.7 QUADRILLION a year just got the SEC’s green light to test tokenized stocks. DTCC already custodies $99 TRILLION in securities. Now, it’s going 2-speed - onchain (new world) and off-chain(T+1 or T+2 settlements :()

✅ DTCC will pilot:
+Russell 1000 stocks
+U.S. Treasuries
+Major ETFs
…on blockchain rails (L1 & L2).

Goal? One pool of liquidity bridging #TradFi & #DeFi .

Why care?
+Faster settlement (seconds, not days)
+Lower costs
+24/7 trading
+Fractional ownership

Timeline: H2 2026

It’s the future of market infrastructure - question is which blockchain will be used as infra - @ethereum, @solana @chainlink or others....

@fundstrat says its gonna be @ethereum that may drive eth to astronomical heights!

#DYOR

#Blockchain #Finance #Tokenization #SEC #DTCC

https://t.co/dWK0TkPVag

[CryptoCoachLondon @4Alsace]

@Snapcrackle Huge! Biggest transition in our life-time in play! @ethereum , @solana @chainlink and few others in the fray to be the chosen blockchain.....

[CryptoCoachLondon @4Alsace]

CCL's Take Today

All important FOMC meeting happened so until the next one here is what we will live through...

💸 The Fed says the economy is fine, but you're still choosing between rent and groceries. 😭

Jerome Powell just dropped the rate cut 💅, but the real talk is the 'K-shaped economy', aka rich people are thriving, and the rest of us are navigating the financial hunger games.

They're predicting 2.3% growth next year thanks to AI (thanks, AI robots?), but unemployment risks are still high.

Meanwhile, that 'tariffs are the problem' excuse for inflation just means we're paying the markup on the essentials.

We’re the generation checking our credit and prioritising savings while they decide if the job market is "too soft."

The system seems rigged, but we're the most financially literate generation ever.

Stay stacking, stay real. Watch the data, not the hype.
#GenZ #PersonalFinance #Economy #AI #Fed #Money

https://t.co/2OzxTWu04f

[CryptoCoachLondon @4Alsace]

CCL's Take Today

@fundstrat said that #Bitcoin 4-Year Cycle is officially CANCELLED 🙅‍♂️

and here's the real trade. 👇

Tom Lee is officially calling BS on the sacred Bitcoin Halving Cycle 📉.

Why? Because the core economic indicators that used to predict it, like the Copper/Gold ratio and the ISM Economic Index, have broken their own four-year patterns. You can’t predict BTC's future with a broken model.

Lee's hot take: Expect new BTC highs in January. But the sleeper play? Digital Asset Treasuries. Companies like @BitMNR (now the world’s largest ETH holder) are not just hodling; they're crypto infrastructure (92% of activity is on these 2 amongst all DATs).

Bitmine's Maven staking solution is projected to rake in $400M/year in net income while securing the network.

These publicly traded treasury stocks (like @BitMNR and @MicroStrategy ) are seen as the key bridge by Wall Street, trading with massive volume. This is how you get exposure to crypto's exponential growth without being bound by the L1 token volatility. The real alpha is the infrastructure, not just the asset.

#DYOR and not financial advice

#Bitcoin #BTCCycle #DigitalAssets #MicroStrategy #Bitmine #CryptoTreasury #FTX #GenZInvest

https://t.co/NjzSdxkohH