INVADER's Top Picks: Crypto Winter
Crypto War | INVADER | Asymmetric Plays | Extreme Risk
Crypto Plays I’m Doubling Down On
The one market I doubled down on has scarred me badly. I was certain that last year would be the spark to finally solidify Crypto as a cornerstone of the broader market. Was I wrong? Yes… and no?
Adoption has skyrocketed. Almost every institution has embraced it, even haters. Mainly Bitcoin but the other tokens are slowly emerging.
And yet, the price action has brutally collapsed.
The disconnect has investors scratching their heads. If adoption is finally here, why isn’t the moment for crypto? Did we just live through the biggest rug pull of all time?
No. This isn’t about today, it’s about tomorrow.
Here are the best opportunities in Crypto for the upcoming rally:
1. BitMine Immersion Technology (BMNR)
The Ethereum Treasury that dwarfs all the others, but it’s so much more than that. They have other ‘Moonshots’ to create even further shareholder value.
Beast Industries ($200M Stake): This one caught everyone by surprise and while random it’s not completely idiotic. (It could be a smart way to portal NFTs to his 1B+ audience?)
EightCo($20M stake): Sam Altman’s project about distributing the worlds compute across the world equally so that in the post artificial general intelligence future everyone has a say. (This one is lackluster)
BTC Treasury: Yes ironically. Albeit small, a 193 BTC is ranked #88 among corporate HODLERs.
There will be more to come but, the main objective is to increase ETH-per-share as this is the fundamental bet on the infrastructure fueling the next world economy.
Where Bitmine will essentially serve as the smart-contract powerhouse providing seamless integration of digitized assets on a secure blockchain.
And by controlling 4.4M+ ETH, BitMine acts as a massive validator, securing the network while generating a staggering $260M+ in annualized staking revenue. (They can’t sell yet, before reaching their 5% though….)
It’s the ultimate "mystery box" of high-upside assets backed by the strongest thesis in crypto. I’m doubling down and swapping my SBET 0.00%↑ for it.
2. MicroStrategy (MSTR)
This name gets so much hate that I feel bad each time I mention it.
I’m a believer in Bitcoin. Somehow the blockchain that gave birth to all others isn’t appreciated unilaterally by those in favor of the programmable layer = Ethereum. Which is odd to me…
Bitcoin is a hard-asset meant for only one purpose: Store of value.
MSTR 0.00%↑is the Bitcoin machine, they shut up and stack. The narrative doesn’t change and that’s the beauty of it all.
I still believe Bitcoin can hit $1M, if the nerds are right about AGI and humanoid robots then these autonomous machines can dig gold 24/7 = inflating Gold.
Bitcoin? 21,000,000 = End Of Story.
And somehow MSTR 0.00%↑ isn’t the same as Bitcoin? Get real… It’s Bitcoin on steroids with tax advantages.
I’m stacking MSTR 0.00%↑ , just sold my dads Mini Cooper during the dip.
If I’m wrong, I’m walking to the unemployment facility in 2027. If I’m right, he’s getting a Cybertruck. See you on the other side…
3. XRP
The “it will revolutionize banking” narrative never dies. But for once it may actually hold merit.
Original pitch was simple: that SWIFT is too slow. Settlement takes days and liquidity gets trapped in nostro/vostro accounts.
Ripple proposed a distributed ledger that allows banks to settle cross-border transactions in seconds instead of days. The idea behind XRP wasn’t crypto speculation but a bridge asset:
Move Yen → XRP → Pesos
With none of the current technicalities involved. (Didn’t happen)
It’s not that banks didn’t adopt it, the problem is Ripple the company ≠ XRP the token.
Ripple sells software solutions to banks. Banks can use Ripple’s tech without touching XRP. And now stablecoins have emerged rendering XRP almost completely irrelevant… Right?
No, we just moved the problems from regular currencies to stablecoins. Now swapping stablecoins across the world looks like this:
Now PayPal-USD → XRP → SBI-Yen.
So I don’t think it’s over for XRP, actually this time might be the real start.
They’ve finally become the infrastructure and at these prices? Could be a 10x but it will take time…
4. Internet Computer Protocol (ICP)
My previous post may have hyped it up a little bit too much. ICP most likely isn’t coming to kill or even replace Amazon Web Services but may have use-cases anyways.
And look real quick Ethereum and Solana are still renting their decentralization. Over 60% of their nodes sit on servers owned by Jeff Bezos. So I’m not completely off the mark either.
However no-one really cares about their digital footprint, at least most people don’t think about it much.
However for those that do? ICP is the only rational choice:
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