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Jason Yanowitz

@JasonYanowitz / appears on tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn, tbpn

calls0traced speaker calls

avg P&L0.0%per call

win rate0%resolved calls

total P&L0.0%expert engine

Verified record

50credibility2 resolved

win rate50%1W · 1L

resolved2settled on TRACE

scored calls2published & scoreable

Speaker record

[51:58]longETHtbpn

Clarity Act gives non-Bitcoin tokens a security-to-commodity path, re-rating the broad token market higher.

Yeah. Yeah, yeah, John, we should have put the round in front of you, my friend. We, uh, the— a lot, a lot of the story here is like there's two, there's two big things in regulation crypto. So you have the Genius Act and Clarity. So Genius kicked off this like ridiculous bull market for stablecoins. Circle IPOs, stock pops 10x, um, and it's just been kind of a ripper of a market for the last, you know, 12 months. That's about to happen, but with this thing called Clarity.

+8.26%open horizon

[49:49]longCOINtbpn

Institutional crypto rails decouple from dying tokens; custody and stablecoin revenue buffers Coinbase as trading craters.

Yeah, you have two dichotomies happening in crypto. One is institutional crypto has never been better, right? You have Jamie Dimon used to call crypto, you know, a scam. And now, you know, JPMorgan's pushing into tokenization and, you know, they're going to start custody in crypto and stuff like that. So institutional markets are ripping and the token markets suck, basically. And the other thing that's happening is— and I have a bunch of thoughts on why tokens are down only essentially, you know, And they are.

+22.89%open horizon

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AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.