At the start of the year, I highlighted that this could be a good year for crypto:

“And the good thing is that Bitcoin looks like it’s slowly starting to come back to life. This is the first time since October that it’s above the 50-day moving average. It’s starting to form a bottom, which creates a very interesting setup. Of course, it still has some more convincing to do, but it’s a very good start.

Bitcoin was one of the assets that was down last year. It was only the 4th year since its inception that it finished down. Interestingly, it has never had back to back down years. Of course, there is always a first time for anything, but the chances are that we could see some relative outperformance this year. At least it has a lot of catching up to do.”

Since then, crypto has been off to a great start.

It is now one of the best-performing asset classes year to date. Of course, we are only 2 weeks into the year. But the chances are high that 2026 could be a strong year for crypto.

And even on a day like today, when the major indices are correcting, crypto has been holding up very well. In fact, Bitcoin just broke out of a textbook base, and large buying volumes are starting to show up. Institutions are clearly accumulating. And if this is truly a bottom and the start of a new rally, then there should be plenty of upside ahead.

We’ve seen gold and silver go parabolic over the past year.

This has been a historic run. It’s been decades since there has been this large moves in commodities. And that is mainly driven by huge debt, rate cuts, diversification away from the dollar, and inflation pressures.

On top of that, silver is not just a shiny metal. It is also an industrial metal. Solar panels, electronics, EVs, and AI hardware all need silver among other metals. I’ve just published a new thematic portfolio on critical minerals here.

Now, they are the two biggest assets in the entire world, ahead of companies like Nvidia, Google, and Apple.

Of course, rallies like these are not sustainable. It wouldn’t be surprising to see a pause in commodities soon. If that happens, I expect money to rotate out of silver and gold and into equities and crypto.

Some the key crypto stocks to watch are:

• Exchanges $HOOD, $COIN

• Miners: $HUT, $WULF, $CIFR

• Crypto Treasuries: $MSTR, $BMNR

• Digital Assets: $GLXY, $BKKT

But make sure to check out the entire crypto basket here.