Hey friends,

It's been nearly 12 months since my last update hereβ€”crazy 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 πŸš€

I know, I’ve always been a bit of a β€œmoon boy” 🀣. But seriouslyβ€”crypto has gained huge traction lately on the institutional, governmental, and regulatory fronts. Most people don’t 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 hasn’t 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 cutsβ€”if inflation and the job market behave. We’ll see what happens, but regardless, crypto is in a great position.

2) Hyperfocus this cycle will pay dividends πŸ’‘

Trying to chase every opportunity and narrative is exhaustingβ€”and can wreck your portfolio. With AI booming and lower regulatory barriers, we’ll 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 doesn’t mean putting all your eggs in one basketβ€”but it does mean that narrow and deep beats wide and shallow. That’s true in life as much as in crypto.

3) Why I’ve been quiet: building something big 🀫

Part of why I haven’t been as active on the content side lately is because I’ve been heads down working on a crypto project. I’ll share more details in the next editionβ€”but here’s a teaser:

❝

From all the narratives I’ve seen in crypto over the years, one stands out clearly: asset tokenization. I genuinely believe every asset on Earth will be tokenizedβ€”becoming more liquid, accessible, efficient, and valuable by being on-chain.

We’re also witnessing the rise of crypto millionairesβ€”crypto natives holding tokenized wealthβ€”and our project is aimed at helping these individuals.

More soon πŸ˜‰

See you in a couple of days,

Stay tuned; it'll be worth the wait!

Catch you soon,

Juan

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