Hey friends,
It's been nearly 12 months since my last update hereβcrazy how time flies! Truth is, life's been super busy, packed with big changes, new ideas, and lots of deep work behind the scenes.
I've missed sharing updates and insights with you all, so before revealing some exciting personal news next week, here are a few quick crypto highlights you might find interesting:
1) I'm more bullish than ever before π
I know, Iβve always been a bit of a βmoon boyβ π€£. But seriouslyβcrypto has gained huge traction lately on the institutional, governmental, and regulatory fronts. Most people donβt fully grasp how bullish it is that regulations are finally becoming clearer and the U.S. is shaping up to be a pro-crypto nation.
Now, the macro backdrop hasnβt been amazing lately, but unless Trump does something wild like start a war, markets should stay relatively calm. The CME FedWatch Tool is pointing to the September Fed meeting as a possible turning point for rate cutsβif inflation and the job market behave. Weβll see what happens, but regardless, crypto is in a great position.
2) Hyperfocus this cycle will pay dividends π‘
Trying to chase every opportunity and narrative is exhaustingβand can wreck your portfolio. With AI booming and lower regulatory barriers, weβll see more chaos, noise, and shiny objects than ever.
The real edge will go to people who pick a niche, go deep, and understand it better than anyone else. This doesnβt mean putting all your eggs in one basketβbut it does mean that narrow and deep beats wide and shallow. Thatβs true in life as much as in crypto.
3) Why Iβve been quiet: building something big π€«
Part of why I havenβt been as active on the content side lately is because Iβve been heads down working on a crypto project. Iβll share more details in the next editionβbut hereβs a teaser:
From all the narratives Iβve seen in crypto over the years, one stands out clearly: asset tokenization. I genuinely believe every asset on Earth will be tokenizedβbecoming more liquid, accessible, efficient, and valuable by being on-chain.
Weβre also witnessing the rise of crypto millionairesβcrypto natives holding tokenized wealthβand our project is aimed at helping these individuals.
More soon π
See you in a couple of days,
Stay tuned; it'll be worth the wait!
Catch you soon,
Juan