Weekly Rundown - August 10, 2025

Sunny days wouldn’t be special if it wasn’t for rain.

Let’s talk about your feedback

About a month ago, I asked for some help identifying what you wish you understood better and what’s frustrating or confusing for you. Thanks to everybody who responded.

I am almost finished getting back to everybody. If I haven't responded to you, I will soon. Three themes emerged:

  • Playbooks for capital rotation—do this, do that

  • Practical systems for managing a crypto portfolio—position sizing, picking good altcoins, etc

  • Emotional and psychological support—suppressing FOMO and fear

I think I have my hand on something that checks off those boxes, though I can’t promise anything yet. I’ll keep you posted.

I also heard some individual needs, for example, how to get staking/passive rewards, deeper insights into my own approach to crypto, tax planning, and other topics. I will keep those things in mind, too.

🗓️ What you missed this week

Read the market update from August 6, 2025 for a look at signs of exhaustion and divergence in ETF flows, M2 liquidity trends, and altcoin positioning, as well as an examination of the idea “we haven't seen signs of FOMO yet.”

Look for more content this week!

🚀 Chart of the Week

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🧐 Exclusive altcoin reports and special content to stay ahead of the competition.

Bottom line: Trump told US regulators to let crypto and other high-risk assets into 401(k) plans, a tax-advantaged retirement fund US employers can offer to their workers.

My take: Always good to give employers new options for what investments their workers can put money into. This should help them retain some workers who might leave for competitors that offer crypto as an option.

Not sure what this will do for the crypto market. New rules will take time to implement. Some assume trillions of capital will pour into the market from US workers, but put yourself in a worker’s shoes. You have ETFs, IRAs, Robinhood, and lots of other options for crypto. Do you care whether your employer offers crypto exposure in your 401(k)? And if you don’t ask or look for crypto in your 401(k), why would a 401(k) provider feel compelled to offer it?

Why you should care: Capital already has plenty of ways to find the crypto market. While it’s great to have one more path, it may not lead to a deluge of new capital.

Ethereum staking just went from “maybe illegal” to “Wall Street-ready.”

You know all those liquid staking tokens like stETH, rETH, and other derivatives you’re using to bridge platforms and leverage DeFi apps?

Now anybody can offer them, anybody can buy them, and there’s nothing the US government will do to stop them.

While that’s a green light for Ethereum’s staking economy, it also paves the way for Wall Street to create structured products and services for DeFi apps and liquid staking derivatives. How long until BlackRock launches brETH with all the complexities of DeFi wrapped into a simple package?

Once BlackRock launches that product, what will happen to decentralized tokens that power other ETH staking platforms like Lido (LDO) and Rocket Pool (RPL)? Will anybody want to use those decentralized versions when Wall Street has its own simpler, more accessible, and better-branded versions?

Let’s connect! 

You can schedule a call with me. Use Calendly to book your time.

Relax and enjoy the ride!

— Mark

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