Diversification is an illusion In a drawdown, correlations go to 1 and the diversification you thought you had isn't there. Here's how I built a portfolio that is actually diversified. Watch it now, bookmark it for later, but whatever you do.. DO NOT FADE IT. youtube.com/watch?v=N7ojVWVP…

Markets Crashed. US/Iran Escalates. Where's BTC Headed? x.com/i/broadcasts/1nGeLLYYM…

Bitcoin is crashing. Most people are frozen. Here’s what to do x.com/i/broadcasts/1nKOLLXYk…

a short story

New stock pick dropping tomorrow! Read today's deep dive to get the framework. The pick won't make sense without it. Spark notes The $700B AI capex impulse isn't landing where people think. The bottleneck has moved out of the chip into the power, the equipment, and the packaging that makes AI actually run. The companies building those pieces are sold out for years. Booked solid through 2029. Locked into 20-year contracts with the biggest names in tech. The market is still pricing them like boring old utilities. Check it out: cryptonary.com/research/why-…

Back in 2021 my wallet got drained for $50K The worst part was how preventable it was. A little extra care and patience and it wouldn’t have happened. 2026 is different. The people coming after your funds now are on a different level. Over $3 Billion was scammed last year, 100,000 victims reported by @realScamSniffer another 80,000 by @chainalysis and I hear hundreds of stories every year @cryptonary We just dropped a full Security Masterclass on YouTube so you're not next. We cover the 5 things to do this weekend to lock your stack down. Even we found holes while building this. People running 7-figure portfolios. Still had gaps. If we did, It’s likely you did too. youtu.be/1t7xEn3qUSM?si=nVar…

The NVDA Trap, HYPE's Run, and Where We're Buying & Selling Bitcoin x.com/i/broadcasts/1nGnRYPyr…

In April, @DriftProtocol was hacked for over $280m in user funds. Communication since has been slow, and when a recovery plan was recently announced, the headline framing suggested Tether would be covering user losses. The reality is closer to a PR move. The actual plan could take 5–8 years to play out, if users are lucky. We break down what's really going on... cryptonary.com/research/drif…

Big week in crypto. NVDA earnings, FOMC minutes, UMich data, and 3 protocol deep dives you should not ignore. Here’s what’s dropping ↓ Mon → This Week’s Setup The macro and crypto map for the week, plus where we’re positioning. Mon → Drift Protocol Deep Dive How Drift is passing credit risk to end users, and why the market is missing it. Tue → Market Direction Where we stand on BTC, ETH, SOL, plus one memecoin worth your attention. Wed → Hyperliquid Is Becoming the Center of Global Finance HYPE has run 1,358% since our pick. Now we break down what comes next, and what HIP-4 unlocks. Thu → Ethena Deep Dive The synthetic dollar economy is bigger than DeFi realises. Here’s why it matters. Thu → Live Stream with Cryptonary team Trading the week’s catalysts in real time. Members only. Fri → Market Direction End-of-week read on majors, and where we’re going into next week. Fri → Market Update The full week recap: NVDA, FOMC, UMich, and what actually mattered.

Memecoins are on fire, but Altcoins look dead… what’s going on? Plus Trump x Xi explanation x.com/i/broadcasts/1wxWjazlD…

Covered the privacy meta (ZEC/XMR) meta since last summer.. This move up is no surprise and we expect higher in the future (ofc, u can expect volatility both ways) Thesis: Privacy went from being the norm to a privilege and now people are realising the importance of it as we head into an AGI world..

Treasury companies bought 500% of newly mined Bitcoin last week. Coinbase Premium went negative. Friday ETF flows hit $629M. The buyer is corporate, not retail. That’s a different market.

Everyone says Sell in May. Last 10 years, May was positive 7 of 10. Filter to when the Fed is on hold and it's 6 of 7. The phrase outlived the pattern. Watch June, not now.

Iran/US War Escalation? Plus FED Meeting & Big Tech Earnings Dissected x.com/i/broadcasts/1PJqrEZMR…