Crypto’s Biggest Shift Is Happening: Most Are Blind to the Key Signals.

I’ve fumbled generational wealth twice. 

While grinding away at my old 9–5, my mate Jordan spun his office chair around, kicked off with his feet, and wheeled straight over to my desk. 

I’ll never forget it. 

He looked me dead in the eye. “Bro, have you heard of Bitcoin?” 

I just stared at him, clueless. 

So he grabbed my keyboard, slid it toward him, and pulled up Google. As he typed, he casually muttered, “One of these is gonna be worth a million quid one day, mate,” pointing at a BTC ticker flashing £250 — about $313 at the time. 

With total confidence, he explained how Bitcoin was a decentralised digital currency, free from government control, with a fixed supply. 

I was a casual stock investor, deep in my company’s share scheme, and all I could think was…He can’t actually be serious, can he? 

My second fumble stung more. 

I missed one of the best investments in corporate history, and it cost me over $3 million. 

In 2021, my rule was simple: Buy three NFTs from any interesting launch. Bored Ape Yacht Club minted for $250, but the team was anonymous, and there were concerns about giving IP rights to holders. I overthought it — a huge mistake. 

The floor price hit 158 ETH, around $500,000 for each BAYC NFT. 

Then came the airdrops — Mutants hit 35 ETH, and Dogs hit 16 ETH, adding another $200,000 in value per Ape people owned. And that’s just floor tokens. Imagine pulling something rare? 

If this all sounds like a foreign language, don’t worry — stick with it and keep reading. 

As I watched this value accrue out of thin air, the sobering reality hit pretty soon after every Ape holder received 10,000 Apecoins, 2,000 for Mutants, and 856 for Kennel Club holders. 

Apecoin peaked at $28, which made that another $360,000 fumble. 

And remember — I was buying NFTs in threes. I missed this opportunity because I had hit the edge of my comfort zone and applied an old framework to a new set of rules. I got caught up in too much noise and not enough signal. I see the same with many in our community. 

So, for anyone who’s missed big wins, made terrible trades, held coins that went to zero, or even got scammed — you’ve got to forgive yourself fast. 

The opportunity ahead is massive, and if you overthink it and get caught up in the noise, you might just miss it. 

Let’s jump in. 

The silent mistake most will make without realising. 

First, have exposure to the best risk-adjusted assets. 

One of the world’s top macro investors, Raoul Pal, once said, “Just capture the trend.” 

He meant — and I’ve experienced firsthand — that trying to be too proactive when prices rise can trap you. It quietly pulls you away from your core positions and into assets you think will outperform. 

When you dive headfirst into unproven assets with little network activity that hasn’t been battle-tested, you risk missing the trend — in most cases, it usually comes down to a tiny echo chamber you might be in on social media that steers you off course. 

Thanks to the aggressive 90% correction and subsequent recovery that assets like Solana experienced last cycle, we now see survivors worth pursuing. 

I tell folks to hold a core position in one or more of the top six performing assets: Bitcoin, Ethereum, Solana, DOGE, XRP, and SUI. (SUI being a first-cycle anomaly) 

As Raoul Pal puts it: 

“You can basically capture most of the returns just by being in Bitcoin, Ethereum, and Solana. And if you need to feed your inner degen, put 80% in those and 20% or 10% in the stuff you want to punt. That way, you satisfy your inner degen without screwing up the whole trade.” 

So, what exactly are the top-performing assets? 

Price is the ultimate indicator — it reflects network adoption, daily and monthly transaction volumes, and the chart’s story. As my old cricket coach used to say, “There’s no hiding from the data.” 

I broke down the top 20 assets by price performance below, and one giant purple spike — SUI — has outpaced the market by 673%. 

You might be wondering, “Jay, what makes you think it’ll keep this up?” The truth is, no one knows for sure. But as more retail investors enter the space, the winners tend to get amplified by new entrants. 

The higher the price, the more attention the assets receive, which leads to increased buying flows as everyday people enter the space. 

XRP is close behind, outperforming the market by 536%, with DOGE in third at 129% since May 2023, when SUI launched. 

Here’s a detail that often flies under the radar: DOGE has a market cap of $50 billion, and XRP sits at $172 billion. For XRP to double your money, its market cap must hit $344 billion — a hefty amount of buying pressure. 

Now, look at SUI. With strong price performance and a market cap of only $12 billion, it only needs to hit $24 billion for you to double your money. The other dynamic is that there is a low float of only 3 billion SUI tokens on the market vs 13 billion in XRP. So this isn’t about being cultish or marrying your coins. It’s just applying some math with a sprinkle of common sense. 

The potential upside for SUI is much higher, and the odds suggest you optimize your capital better by investing in that asset. 

That’s my take — but I encourage you to draw your own conclusion because SUI is in its first cycle, so it hasn’t been battle-tested on price (yet). 

Source: Trading View. 

Always pair strong performing assets. 

As my newsletter has grown and crypto interest has skyrocketed, I’ve received many messages from folks saying, “Hey Jay, what do you think about [random coin]?” 

More than 50,000 meme coins are being created daily, and roughly 50 million are already in circulation — no one can keep up. 

When you’re the one in your family waving the crypto flag, you’ll face the same questions. That’s why I use the pair method: compare any asset to your core positions to see if it really stacks up. 

For instance, I’m 100% in SUI as my core bet. When you pair SUI against heavyweights like ETH and Bitcoin, the difference is clear — SUI has outpaced ETH by 461% since July and Bitcoin by 221%. 

(Authors note: In trading view, put in the search bar SUI/ETH or whatever chosen assets you want to compare and smash enter) 

Those are straightforward comparisons. 

ETH has lagged this cycle, and while Bitcoin is a fantastic asset, its enormous market cap may not be the best allocation of capital percentage-wise. SUI is outperforming both. 

The story shifts a bit when you compare SUI with DOGE and XRP. SUI beats DOGE by 130%, but with XRP’s recent impressive run-up, SUI and XRP are neck and neck in terms of performance. 

Crypto’s key signal most folks ignore. 

While everyone’s freaking out over DeepSeek AI slicing $1 trillion off the crypto market, the bigger picture hasn’t changed. 

We’re still seeing crypto-friendly governments, better financial conditions, a tech boom, and a world that’s getting more digital every day. 

So, step outside and touch some grass instead of getting caught up in the noise! 

As you know, I share the ISM chart, a top indicator of where we are all headed. This monthly survey tells us whether things are looking up or down. A score below 50, especially on a downward trend, signals a bear market, while a score above 50 but headed upward means we are on the rise and points to a bull market. 

The ISM fluctuates like a heart rate monitor, but it’s currently on the upswing and is expected to keep rising for the next 9 months (at least). 

This upward trend means more productivity, higher corporate profits, more jobs, and extra cash in people’s pockets for spending. 

With interest rates expected to drop, the US is set to roll over $8 trillion, and China is set to roll over $20 trillion. Risk assets are poised for exponential growth. 

So, hang tight and be patient, my friends. 

ISM score is currently 49.3 but rising. 

History doesn’t repeat — but it sure as heck rhymes. 

I’ve been guilty of getting sucked into the day-to-day market chaos and second-guessing myself. 

I see plenty of chatter online, with folks saying we might’ve already had the best of the bull market. But maybe it’s a case of 2022 PTSD from that shorter cycle, or many might be anxiously overexposed. Either way, I do not agree with that sentiment. 

The fun is only just beginning. 

Check out this killer chart from Julien Bitel, one of the top business cycle analysts in the world. It shows where we stand compared to past cycles, using Bitcoin as a sentiment signal for the whole space and highlighting just how parabolic things can get. 

But what we’ve seen up until now has mostly been sideways action, thanks to delayed liquidity from high interest rates. 

But we’re almost there — and you can practically taste it. 

Source: Real Vision 

Final Thoughts. 

This blog is just a reminder that we’re on the brink of something special — something our hopes and dreams might be tied up in. 

I missed out on life-changing wealth twice, but this time, I’m in a much better position to capitalise on the bloody gift we’ve all been given. 

It starts with picking the right crypto and making big, concentrated bets. 

I see way too many people throwing in $50 or $500 when they could put in $5,000 to $20,000. There’s no pressure, but don’t approach this ocean of opportunity with a teaspoon. You’ll only be left chasing the train out of the station when prices increase. 

By every indicator, they will. 

Stick to the top assets, and you’ll outperform every traditional financial asset — this is the fastest wealth accumulation in human history. 

Sure, several other coins will outperform the top six, but they might not be risk-adjusted. So, if you want to dip your toe in or feed your inner degen, as Pal says, allocate a small chunk — say 10%. But before you do, use the pair method on TradingView. 

If you ever feel we’re off course and lose conviction because you’re hooked up to mainstream headlines like an IV drip, check and re-check the ISM. Right now, it’s trending up. The crypto sentiment is up, and M2 money printing is ramping up. 

These are perfect conditions for risk-on assets. 

They’re crypto’s most significant signals, and most people are blind to them.