When I asked my agent to analyze blockchains with the same protocol as finding our turnarounds😂😂😂
Honest take: Most crypto turnarounds are too speculative for your newsletter right now.
Here’s why:
The problem:
• Crypto is down 45–50% from November 2025 highs, but it’s a macro/sentiment issue, not a specific catalyst
• Bitcoin’s at $67–79K, Solana down 44%, Ethereum struggling — but there’s no clear “earnings beat” moment like we have with stocks
• The recovery thesis is mostly “macro improves” or “CLARITY Act passes” — not a specific company executing
• Way more hype/pump risk than real fundamentals
What could work:
• Bitcoin ETF inflows (real institutional signal, $787M+ weekly)
• CLARITY Act (regulatory clarity catalyst, but timing unclear)
• Solana ecosystem recovery (new upgrades, but need to track actual usage)
My recommendation:
For your newsletter, stick to public companies in crypto/blockchain that you can track like normal stocks:
• Coinbase (COIN) — actual earnings, balance sheet, user growth
• MicroStrategy (MSTR) — Bitcoin holding company with clear financials
• Riot (RIOT) or Marathon (MARA) — Bitcoin miners with hash rate/production data
These have real business metrics you can analyze, not just price action.
Want me to research a beaten-down crypto infrastructure company instead? Something with actual revenue and catalysts?