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My Entire Altcoin Strategy Fits in 3 Picks [Get In Early]

0h 15m video Published Jun 22, 2026 Transcribed Aug 1, 2026 I IN THE MONEY
Intermediate 9 min read For: Crypto investors and traders looking for a concentrated 2026 altcoin allocation strategy.
AI Trust Score 64/100
⚠️ Average / Some Fluff

"Delivers a real strategy, but the '3 picks' title is outdated — the video actually names four tokens and spends a segment pitching a paid community."

AI Summary

In this video, the creator argues that the 2026 crypto market punishes over-diversified altcoin portfolios and lays out a concentrated four-token stack: Hyperliquid, Venice, BitTensor TAO, and Near Protocol. He pairs these picks with a 10–20% stablecoin buffer to survive downturns and stay nimble for narrative trades.

[00:01]
Crypto market regime has shifted

The opening argues that 2026 cannot be played like 2021 or 2023: alt season and portfolio structuring have fundamentally changed, and many altcoins are getting crushed while stocks surge.

[00:58]
Recent market pain is widespread

ICP is down 12% on the week, BitTensor TAO is down 10%, and many tokens are down double digits; Hyperliquid is a rare outlier, up 16%.

[01:31]
Avalanche shows how brutal alt bear markets get

AVAX slid from $35 to roughly $6 over a year, illustrating that past top altcoins can bleed for long periods.

[02:37]
Hold fewer tokens to protect downside

The video stresses a concentrated thesis; Anom's 'life on the line' scenario limits the portfolio to three tokens you can't sell until end of 2026.

[03:08]
Easy is rotating his Bitcoin stack

Easy said he is allocating his entire Bitcoin stack into SOL, Near, and Hyperliquid, which overlaps with the video's core thesis.

[03:54]
Pick #1: Hyperliquid

Accumulated from the $20s and now at $69, Hyperliquid is called the best native crypto product in years, with revenue funneled into buybacks and a TVL chart that mirrors price action.

[06:47]
Pick #2: Venice

The privacy-AI token was accumulated around $8 and is up roughly 100%; it processes 85 billion API calls per day, showing real adoption.

[09:55]
Pick #3: BitTensor TAO

Despite ecosystem turmoil, TAO subnets are attracting net inflows (IOTA +2,000 TAO, Red Team +1,000 TAO weekly), and the token is re-testing the $200–$230 range.

[12:01]
Pick #4: Near Protocol

Near is trading around $2 versus a $20 last-cycle peak; the creator recommends buying $100 a day (or $10–$20) under $3, citing Near Intents revenue and partnerships like Zcash and Venice.

[13:08]
The core stack: HYPE, Near, TAO, Venice

The creator argues this four-token portfolio plus a stablecoin buffer will outperform over-diversified or overtraded portfolios in 2026.

[14:19]
Keep 10–20% stablecoins

Keeping liquid capital on the sidelines lets investors jump into and out of narrative trades rather than going all-in on tokens.

The main takeaway is that 2026 rewards focus: hold a small set of proven, revenue-generating crypto businesses instead of rotating through dozens of altcoins, and keep meaningful dry powder in stablecoins.

Mentioned in this Video

Tutorial Checklist

1 00:58 Assess the market regime: recognize that not all altcoins rally in 2026 and that many tokens are bleeding hard, so prioritise quality over breadth.
2 03:54 Accumulate Hyperliquid as the core holding, using its buyback flywheel and TVL growth as the main confirmation.
3 06:47 Add Venice for privacy-AI exposure, justified by 85 billion daily API calls and real product adoption.
4 09:55 Buy BitTensor TAO as the AI ecosystem play, watching net staking inflows into subnets as a bullish signal.
5 12:01 Dollar-cost average into Near Protocol while it trades under $3, using a daily fixed amount like $100, $20, or $10.
6 14:19 Keep 10–20% of the portfolio in stablecoins to maintain flexibility for narrative trades and to protect against downturns.

Study Flashcards (10)

According to the video, what is Hyperliquid's token price at the time of recording and what price does the creator predict?

easy Click to reveal answer

It's at $69 and he believes it will eventually trade above $100.

03:54

What daily API call volume does Venice reportedly process?

easy Click to reveal answer

85 billion API calls every day.

07:44

What was Avalanche's price drop cited in the video?

easy Click to reveal answer

From $35 down to $6 over about a year.

01:49

What does the creator recommend as the stablecoin allocation in a crypto portfolio?

easy Click to reveal answer

Keep at least 10–20% of the portfolio in stablecoins for flexibility.

14:19

Which token's TVL chart does the creator say mirrors its price action?

medium Click to reveal answer

Hyperliquid's TVL chart mirrors its price action almost verbatim.

04:54

What are the four altcoins the creator says are the only ones needed in a 2026 portfolio?

medium Click to reveal answer

Hyperliquid, Venice, BitTensor TAO, and Near Protocol.

13:08

What net TAO inflow figures are cited for two subnets in the past week?

hard Click to reveal answer

IOTA subnet gained 2,000 TAO and Red Team gained 1,000 TAO.

11:10

What was Near Protocol's price at recording versus its last bull run high?

easy Click to reveal answer

It was around $2, down from a high of $20 in the last bull run.

12:33

What is the creator's buy recommendation for Near Protocol?

medium Click to reveal answer

Buy $100 of Near every day, or smaller amounts like $10–$20, believing under $3 will be an unreal trade.

12:01

Who is Easy, mentioned in the video?

medium Click to reveal answer

A crypto figure who said he's allocating his entire Bitcoin stack into SOL, Near, and Hyperliquid.

03:08

💡 Key Takeaways

⚖️

Concentration is the new defense

Over-diversification is framed as a risk in 2026; holding fewer, proven tokens is the way to protect downside.

02:37
💡

Hyperliquid's buyback flywheel

The product returns revenue via buybacks and its TVL mirrors price, making it the cycle's king.

03:54
📊

Venice's real adoption metrics

85B API calls daily shows the shift from narratives to real usage in crypto.

07:44
🔧

Net TAO inflows as a signal

Watching whether TAO is being staked into subnets (net inflows) is a key on-chain metric.

11:10
⚖️

Stablecoin dry powder

Keeping 10–20% in stablecoins provides flexibility for narrative trades and protects against downturns.

14:19

[00:01] Crypto has changed tremendously over the  last two years. I mean, we can't treat alt   season the same way. We can't treat structuring a  portfolio the same way as we did in 2021 or 2023,  

[00:13] etc. So, in this video, I'm going to go over  really the only sectors and altcoins I think are   worth buying in this current market and the only  things that can also withstand these downturns   that we continue to see. The stock market is  prevailing, but right now the altcoin sector is  

[00:28] getting absolutely crushed if you're not in the  right coins. So, I'm going to go over the only   core tokens that I think you should be holding  in 2026. Let's go ahead and jump right into the   video, guys. If you're new to the channel here  on In the Money, we go over everything between  

[00:43] crypto and winning and prediction markets. Be sure  to like the video down below and subscribe to the   channel for more every single week here Monday  through Friday on In the Money. Let's go ahead   and jump right into the video. No filler today.  We're just going to jump right into the action.

[00:58] And if we just look at the charts on crypto,  you can see there are some outliers, you know,   on the 24-hour charts. Some coins don't look  too bad. But when we scroll through here,   stuff like ICP is down 12% this week. We have  BitTensor TAO down 10% this week. We see a lot  

[01:15] of tokens down double digits. Some tokens are  still thriving, but very few and far between.   You know, stuff like Hyperliquid is up 16%, which  is really not a surprise. It's probably the king   of this cycle, but it's really treacherous out  there. And a lot of these tokens just continue  

[01:31] to take downtrends. I'm not going to, you know,  pick on a certain token, but let's just go to   like Avalanche. This thing has literally, no pun  intended, been an avalanche of bad price action   for literally over a year at this point in time.  If we go to this yearly chart, it's brutal. And,  

[01:49] you know, this is really widely acclaimed as what  used to be one of the best altcoins in crypto.   It went from $35 now down to $6. And, you know,  tokens like this are the reason that you have to   take a look at the market objectively and say,  "Okay, this is not the stock market anymore."  

[02:05] Like a crypto bull run does not mean that all  ships are going to rise, every single token   is going to go up, and you're going to make  profits in every single bull run. Like this   is today's stock market. You're literally seeing  altcoin level gains. It's absolutely crazy. 50%,  

[02:20] 14% on daily moves here for pretty good-sized  companies. Like these are obviously publicly   traded stock market companies, and you're seeing  these types of gains on a daily basis. This is not   happening in the crypto space. So, we definitely  have to adjust our thesis and make sure that  

[02:37] we're protecting our downside, and that means  not holding as many tokens as previous cycles. And I saw this video from Anom and Banks stream  this last week, and I thought it was really   intriguing, like, "Okay, you know, life on the  line, what are the three tokens you can't sell  

[02:54] until the end of this year?" You have to choose,  like, you can't say one token and then USDC. Like,   you know, so entire net worth across three cryptos  you can't sell until the end of 2026. He said one  

[03:08] is obviously Hyperliquid. We then see Easy  kind of, I think, piggyback on this tweet.   He's begun allocating his entire Bitcoin stack  into SOL, Near, and Hyperliquid. So, you know,   I'm going to say a couple of these do overlap with  my thesis. So, I thought it would be a pretty good  

[03:24] video to come in here and actually go over what  would be the three coins that I'm going to be   buying during these time periods. Let's go ahead  and jump right into that. What would be the three   coins? I'm going to expand it to four that I would  currently be accumulating in this market with the  

[03:41] most confidence that as we make it through  this bear market, you will come out on top. And for me, altcoin number one is overlapping  with both Anom and Easy on this token thesis,  

[03:54] bullish on Hyperliquid. We have many tutorials and  breakdowns as to why this altcoin has done what   it's done. We started accumulating in the 20s.  It's at $69 today. I really do think this will  

[04:10] eventually be trading above $100. It really is  the best product natively in crypto to maybe hit   the scene in quite some time. And they're dumping  basically all of their revenue back into buybacks,  

[04:22] which helps the token just keep a level  float. It gives back to the holders that   they're just putting right back into the token. It  is a really good equity buyback flywheel that they  

[04:37] have going on with Hyperliquid. And this chart  here just shows you how bullish this is. Okay,   this is the TVL coming through every single  week, or this is the daily chart even. This trend   literally lines up with the Hyperliquid chart  almost verbatim. Let's just pull up the last,  

[04:54] what is this timeline here? This is all the way  back to 2024. So, let's just go to the all chart   here, and we can see this chart literally mirrors  the TVL chart on Hyperliquid. Okay, let's just  

[05:07] take a look at it step by step here. It pumps  up into here, and then here on the TVL chart,   we had this big pump. The one big retrace that  it had over its whole time period was from this  

[05:19] $55-$58 mark all the way down to $20. And that  lines up with the exact timeline. January 20th,   2026. January 20th, 2026. That's where this TVL  is. And then this just has just pumped ever since  

[05:34] then. This chart mimics exactly the price action  on Hyperliquid. And the products being built on   Hyperliquid are just absolutely impressive. We  have stuff like Project X and Proper. Proper is   a prop firm that has a future airdrop coming up.  Very bullish on what they're doing. Project X,  

[05:50] you can farm DeFi and even earn potentially 100%  on your Hyperliquid holdings every single year,   which is absolutely crazy. So yes, to  me, Hyperliquid is like Anom and Easy   say here. I agree that is number one for  me. I think it's a no doubt non-negotiable.  

[06:06] If you are participating in crypto in  2026, this has to be in your portfolio. Moving on, for me, number two on this altcoin  list of these are the only things you need  

[06:18] to be holding in 2026. I still think Zcash is up  there. After their little compromise thing, it got   a little bit of FUD. I'm going to leave Zcash out  of it, but it is definitely on the cusp of making  

[06:31] this list. Still, even despite the compromise,  I still think Zcash is pretty strong relatively   according to the market. But let's go down the  ladder a little bit and let's hit privacy and   AI. And that is Venice. You guys know we've been  buying Venice since about $8. A little bit late,  

[06:47] but it is up basically 100% ever since we got  in. Right around this time period, end of April   was when we started really accumulating Venice  at a high rate. And once again, simple thesis.  

[07:01] The reason I'm liking these tokens, and I'm going  to show you another chart here, 2026 is actually   moving towards real product, real adoption, real  attention, real metrics, real revenue. We want to  

[07:13] see core things that are actually performing  well. Crypto has, unlike the stock market,   you know, like the stock market's going up hand  over fist every single week. But with crypto,   we are tired of the fraudulent companies that come  in, milk fundraises, and then exit scam basically.  

[07:30] Stocks don't do that, right? You can buy Google,  Amazon, Nvidia, Tesla, whatever the case is,   hand over fist, and over time you're going to  probably come out in profit. Crypto's just not   been the same way. So, when we see a company like  Hyperliquid with these metrics, when you see a  

[07:44] company like Venice with these metrics, these  are their API here. It's loading real quick,   but the API tokens. So, they're doing 85 billion  API calls every single day. And this chart is only  

[07:57] up into the right. So, there's more adoption  and more usage coming into these platforms,   which I think is just absolutely essential if we  plan to make profits on quality altcoins over the   long haul. We can't just sit here and hold eroding  tokens like Cardano or Avalanche in 2026. We need  

[08:16] to be on the tokens that are on the cutting edge  and are growing in the bear market. These are the   tokens that are going to absolutely springboard  to the upside in the full-blown bull market.   And this covers AI and privacy as it is fully  private AI utilizing all the best LLMs in the  

[08:34] industry. So, by far for me, number two, and I  think this is a must, and I believe Anom agreed   as one of his tokens. I would say Venice  is a must-hold in your portfolio this year.

[08:47] Before we move on to the final two tokens  for me, I do want to go ahead and give   some exposure. We are launching this this  week on June 25th. So, three days from now,   we have the In The Money group going live. Now,  my team and I are going to be going hard in here,  

[09:03] giving you all the crypto trades from leverage  trades to in the trenches to prediction markets   to seeing every single one of my trades and  my predictions in these different markets. So,   deep dives, airdrop alpha. We have people in the  trenches every single day. We're going to have  

[09:22] people on the charts, and then we're also going to  be giving you guys all the metrics and the alpha   that you need to win in prediction markets. So,  the first 25 seats are $50 a month, and then from   there it is $100 a month. The waitlist is filling  up pretty fast. You can join the waitlist here and  

[09:38] actually lock in your spots if you want to take  a look at it. Link down below in the description,   but super excited to grow a community around  this new movement within In The Money. So, let's go ahead and move on to the third  altcoin on this list. And so, looking at it,  

[09:55] we have a huge revenue driver in Hyperliquid,  probably the best business in crypto. And   then we're also pairing it with probably the  best AI overall business in crypto, which is   Venice. And I mean, I'm not going to be, I'm not  holding bias that one is better than the other,  

[10:08] but this chart here on literal just metric  growth pretty much proves it that it's one   of the fastest, if not the fastest growing AI  project in crypto. But moving on, I think you   have to then look at AI. So, we've covered, you  know, a huge revenue driver with Hyperliquid. We  

[10:24] have AI and privacy with Venice. Moving on  to these next two tokens that are both AI,   we have BitTensor TAO. And then I also am going  to be accumulating another AI token. But still,   despite the turmoil that some of this ecosystem  has been through over the last few months,  

[10:41] the TAO ecosystem continues to grow. Let me  just reload that subnet page. And TAOstats   is a great place to track all these metrics. But  you can see here, a lot of these are pumping on   the charts. If we just looked at like the monthly  charts, we have certain subnets up like 400, 100,  

[10:57] 200%. But more importantly to look at is the net  TAO change? So, are people going into the subnets   or are they pulling out of the subnets? Is there  a net gain on the amount of TAO being staked?  

[11:10] Because this is important. You can't really sell  your TAO if you're staked into an alpha token. So,   you look here, the TAO inflows over the  week look great. Like this weekly chart,   IOTA has gained 2,000 TAO, Red Team has gained  1,000 TAO. So, you're seeing more TAO getting  

[11:27] locked up into these subnets, which is one of the  most bullish metrics that you can have whenever   you are looking at the BitTensor ecosystem. So,  BitTensor to me also, if we just look at this   monthly chart, we just had a rip back up to  $280. And if Bitcoin would have continued its  

[11:42] momentum when it reclaimed $70, I think that  this could have been a really nice run pushed   back up to $300. Now you're getting a decent  entry again back at this $200 and $230 level,   pardon me. So, absolutely, BitTensor is still in  my AI thesis and is a firm part of my portfolio.

[12:01] The fourth token that I am accumulating  right now, and I agree with this incredibly,   and I even pulled this tweet up from last month  because I think it holds a ton of weight still.   I think buying $100 of Near every day. Now, you  can do this however you want. $10 of Near a day,  

[12:17] $20 of Near a day, under $3 is going to  pan out to be an unreal trade. And then   in the comment section, he does mention  that whenever you look at the ecosystem,   Near Intents is printing so much money.  They work with Zcash, they work with Venice,  

[12:33] they work with a ton of these businesses that  we also support and hold in our portfolio.   Let's just go look at the Near token right  now. It's at $2. This thing was trading as   high last bull run as $20, and they are farming  millions of dollars in profit from their latest  

[12:51] innovations with their privacy stack with Near  Intents. So, to me, this is a trio that can't be   ignored between Venice, TAO, and then also with  Near Protocol. You're on the cutting edge of   decentralized AI. There's nothing else competing  with those in all of crypto. You cover everything,  

[13:08] and then from there you have Hyperliquid on top of  it. That would be my cap in my portfolio. Really,   Hyperliquid, Near, TAO, Venice. I think that you  will crush most people's portfolios who are trying  

[13:21] to be too smart. And I had a conversation with one  of my good friends who's a great trader as well,   but I told him this cycle is the cycle that when  you try to overthink or be too smart in your   portfolio, it's actually backfiring. And that's  straight up from in the stock market too. You  

[13:38] could have thrown darts over the last 24 months at  any stock on the board basically, and you've made   50 to 100% almost on your money just without even  blinking. But that time period is not here right  

[13:50] now. And the less you honestly try to outsmart  yourself and say this token's going to pump next,   I know it. If you just hold the core stack of main  character tokens this cycle, you will outperform  

[14:02] the people who are overtrading, over-rotating.  I can promise you that because 2026 the game has   changed. Not everything is going to have a bull  run. And I think it's clear we've seen these   core tokens pump every single time tremendously  whenever the market goes up. And I do believe  

[14:19] this will continue. And I think keeping some  stablecoins on the sideline, right? You don't   want to allocate every dollar you have on chain  into tokens. You want to have some liquid capital   because right now people are thinking SOL is  going to heat up, or there are narrative trades  

[14:34] out there that you could hop in and then hop  out of after they pump. So, keeping about 10 to   20% at least of your portfolio in stablecoins  gives you that flexibility to be able to jump   in these narrative plays. And I'm not saying  you only have to hold these tokens or you're  

[14:50] cooked. Like there are other great protocols and  projects in crypto. But for me, playing it safe,   going heavy into those core plays that have really  proven themselves over time, I think you're going   to outperform the vast majority of people holding  too many altcoins or really overthinking their  

[15:06] portfolios in 2026, guys. So, if you enjoyed the  video, if you support these tokens or let me know   your tokens, what would be the three or four  tokens that you would be holding in 2026? Let   me know down below. Like the video and subscribe  to the channel. Hit the In The Money link. Get  

[15:22] all the details about the upcoming launch later  this week and join the waitlist. Look, there's no   obligation, but if you join the waitlist, you're  at least going to get alerted. We're going to be   absolutely cooking in there alongside my team. So,  check that out down below and I'll see you guys on  

[15:36] the next video. As always, trade responsibly, my  friends, and of course, stay bullish, my friends.

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