Top 3 Crypto Picks for 2026 — Full Breakdown & Transcript

[00:01] YouTube channel with my full analysis of Hyperliquid, what it is, how it works, and why I saw so much potential within this digital asset. In that same video I mentioned that in my opinion it was not the best time to enter and that the best thing

[00:16] in my opinion for me was to wait for a correction close to $50 and from there it could have a strong upward impulse and I gave the reasons why. What happened? I published that video on July 15th of this year, and from

[00:30] there we can see the price of Hyperliquid here. It did indeed fall to $50 almost perfectly and from there exploded to a new all-time high. Or recently,

[00:45] 10 days ago I posted another video mentioning that Bitcoin will bottom out on this date and that I will go long. Bitcoin at that time was at $3,469. And what happened from there? From

[00:59] there, Bitcoin exploded to $80,000. Today it stands at 78,936. $80,000. Today it stands at 78,936. So in this video we'll talk about my current analysis of the crypto market, how I'm going to trade it, my top

[01:14] three cryptocurrencies as of today, and an update on everything related to Katecoin and all this Meme Coin stuff. So let's get started. Before we begin, let me reiterate and make it very clear that nothing I mention, whether on any

[01:29] public or private channel, constitutes any type of investment advice. I also do not offer any guarantees regarding returns. Crypto is high risk. The stock market is high research before investing any amount of money. Never

[01:43] afford to lose. And if necessary, consult with a financial advisor before making any decisions. With that clear, let's get started with today's video, which is going to be long, I warn you. So let's get to it. What's

[01:56] going on with Hyperliquid? Why is it reaching a new all-time high? The reason is a pair. The first one, and the news that caused first one, and the news that caused the price to explode, was clearly Donald

[02:09] Trump. Last week, Donald Trump held an event at the White House related to cryptocurrencies, regulatory issues, and to give his vision for the industry, stating that the United States will be the world headquarters

[02:24] for all things crypto and blockchain. And in this same conference, Donald Trump, I think if I press play, you wo n't hear the video, but here are the subtitles. Uh, basically what Donald Trump said was that Mike and the entire

[02:38] Donald Trump crypto regulatory cabinet are working to bring into the United States in a completely legal and compliant way, okay? Hey, this is very bullish. This is very bullish regarding the whole

[02:54] Hyperliquid issue. Basically, Donald Trump is exaggerating and saying that it's such an incredible platform that they want to bring it to the United States . I'm not going to go into detail about what Hyperquid is, but basically it's

[03:06] a broker where you buy stocks or crypto, but with this broker you can buy any asset, any stock from any stock exchange on the planet, Korean, Chinese, Japanese, American, commodities,

[03:20] gold, silver, oil, crypto, meme coins, even pre-IPO stocks, shares of companies that haven't yet gone public . And this happens 24/7

[03:32] . And this happens 24/7 practically without any kind of brakes, only operating at certain times, okay? Uh, after the White House announcement,

[03:45] Momentum Hyperliquid really took off and exploded to new all-time highs. This combined with institutional money, such as Stanley Droken Miller himself, who is buying Hyperliquid through a public company called

[03:59] Hyperliquid Strategies. The ticker is purr, similar to Micro Strategy, but for Hyperliquid, okay? Droken Miller himself, who is like a Warren Buffett, that's how legendary he is, is also investing in Hyperliquid. And

[04:12] on top of that, another very strong catalyst for Hyperliquid is that it is the crypto platform, or one of the crypto platforms, that is generating the most money. If I'm not mistaken, only USDC beats Hyperliquid. USD is the main

[04:27] issuer of stablecoins, where they back the money with US Treasury bonds and that generates a yield of about 5% per year, which is the income of IUSDC, but since it is a small income, but of billions and billions and

[04:43] platform that generates the most income within the entire crypto market. Per Liquid, on the other hand, charges a commission for transactions, and those commissions have been exploding due to all the use and adoption the platform

[04:56] has been experiencing. One of these revenue streams is the issue of priority fees. They are already using IP Liquid to do HF do HF HFT high frequency trading. Hey, here

[05:12] is HFT high frequency trading. They're already doing it within Hyperliquid as well, which are very, very fast, millisecond-long trades. To ensure the transaction happens before regular transactions, they

[05:24] pay a fee to make their trades, and that revenue is exploding, as we can see here. If we analyze it, it would be revenues here. If we analyze it, it would be revenues exceeding $00,000 just from

[05:37] high-frequency trading happening on Hyperliquid. Then we have that the entry of stable coins into Hyperliquid is also generating an absurd amount of money. In Q2 of this year, revenue was $200 million,

[05:53] or nearly $1 trillion annualized. Because? Because Hyperliquid, their money is held within the platform in stablecoins, and like a bank, that money is

[06:11] backed by treasury bonds, and at 4-5% annual interest, Hyperliquid receives 90%, and Coinbase USDC receives the other 10%. So that's also where they're generating a lot of money, not to mention all the transaction

[06:24] fees they're generating . That's why Hyperliquid is one of my three favorite cryptocurrencies. Disclaimer, I

[06:36] currently have no open position in Hyperliquid. Um, I'm just going to and why I'm not currently operating any of these three. The first one on the the one I like the most. Uh, I would wait for a pullback to

[06:52] enter. And before moving on, before we move on to the next two, and the meme coins, I'm going to talk a little bit about how I see the crypto market and how I'm going to be trading it. But my thesis on

[07:05] surpass BNB, which is Binance's currency, but Binance is just an exchange that recently re-entered the United States and is only focused on crypto, while with Hyperliquid you can trade anything. It's

[07:21] a platform that I think is much more complete than Binance, and I believe that eventually Hyperliquid will surpass BNB's market cap. So if BNB's market cap. So if BNB is currently trading at 5x the

[07:34] 's quite reasonable that Hyperliquid will catch up to BNB. I see no worth more than Hyperliquid. So my target Hyperliquid is indeed close to this price here, no guarantee of

[07:47] returns, no financial advice, this is just my analysis. BNB is the same as Hyperliquid, but it's just one company, it's centralized, and it mainly deals in crypto. It's not involved in IPOs or stocks, and I don't

[08:02] think it will ever be able to rebrand itself to offer stocks, because people already see crypto and stocks as two very separate things. Crypto is seen as high-risk topics, even as memes, while stocks are something much

[08:15] serious and long-term. So, I don't think a crypto brand and a platform that sells you crypto can rebrand itself to sell you stocks. I believe that people will never buy stocks on a large scale within

[08:31] platforms like Binance or any of this style. This is my personal opinion. I don't see that happening, but I do believe Hyperliquid can be a platform with great institutional adoption, a

[08:44] 24/7 trading platform where giant Wall Street funds can also operate within Hyperliquid. Exit. That's why I think he can achieve it. Now, before moving on to two and three, well, in

[08:57] this case Hyperliquid would be number two, the first of my top three would be Bitcoin. Bitcoin is the mother of all the chicks, the first crypto and the largest in market cap. Why did it pump? Why did he pump BTC? In my opinion, because of

[09:11] the debasement trade. Uh, the American debt just reached about 40 trillion dollars, a historic record, and it's such an indebted country where its currency is worth less and less because of inflation, because they print money,

[09:25] etc. This has caused scarce and anti-inflationary assets to perform well against the dollar. For example, gold has been rising recently. If we look at the current situation, gold

[09:39] similar to the rise that Bitcoin had. In my opinion, it's for the same reason. Some large investors are protecting themselves against the debasement of the dollar due to the issue of the 40 trillion dollar debt that the United States has,

[09:53] trillion dollar debt that the United States has, and a percentage of large investors are safeguarding a portion of their capital in Bitcoin, which is now like a digital gold. Why don't I trade Bitcoin?

[10:08] 2022, uh, in 2023 I sold part of the Bitcoin crypto I had. Uh, I started buying in 2019 to 2020, I sold in 2021, then I bought again at the end of 2022, I sold a large

[10:24] part of it in March and, sorry, 2023, and then I stopped. I haven't bought Bitcoin since. Many people have criticized me because I say that I don't think it's a good idea to own Bitcoin at this time. And the reason is a couple of things: the

[10:38] fear of quantum computing that could somehow break Bitcoin's algorithm. That's why coins like SEC have been rising so strongly, because it's like a supposedly quantum-proof Bitcoin. Well, in

[10:53] will be able to destroy Bitcoin. That's what's being speculated. I do . I think they'll find a way to protect Bitcoin before that happens. However, it is an existing risk in Bitcoin, but the

[11:08] buy Bitcoin and don't own any Bitcoin is because the risk-reward ratio doesn't make sense to me. It is a trillion- dollar asset where when it falls it falls 50% and

[11:20] when it rises, in its best-case scenario it could double in value. Why would I invest in Bitcoin when the risk is high and the offside is small? If

[11:32] is high and the offside is small? If I can invest in something like Amazon, as a goal, where I believe the risk is much lower than in Bitcoin and the offside is higher. I believe that both Amazon and meta-stocks, like

[11:47] some of the major ceiling companies, a Google, for example, a Microsoft, uh, I think the risk is much lower than in Bitcoin and I think the

[11:59] Offside is similar. Bitcoin will have to reach $150,000 to double in value. It has never been at 150,000. From here to all time high is like plus 60% of his all time high is like plus 60% of his life. I believe Meta can reach $800,

[12:12] and that's more than 60% of its lifetime at the same time that Bitcoin achieves that same performance. But I find it hard to believe that Metad will plummet 50%, and I think there is a possibility that Bitcoin could plummet 50% or even more if

[12:26] quantum computing breaks Bitcoin's security algorithm. So I just don't like it because the risk- benefit ratio doesn't make sense to me. Putting a lot of my capital into Bitcoin is very risky, and putting a little, even if it doubles, is useless

[12:40] . So I do n't like that risk- benefit dynamic. I prefer Hyperliquid, but I also think it's already a large asset. If I were to buy any crypto right now, it would be Hyperliquid.

[12:53] Because? Because it's the crypto that generates the most money, and that coins, which reduces the supply. And well, it's like a self-inflicted pump caused by the platform's own revenue. So, everything seems to be in

[13:08] favor of it going up. Uh, the second reason why I don't own moment is because I don't believe we're entering a crypto bull market. Bitcoin cycles are such that the market starts to rise sharply a year before the

[13:21] halving and usually ends a year after the halving. The next halving isn't until 2028. So, the real rally should start in 2027. I think we're way too early. I think this rise, while good, doesn't mean we're entering

[13:36] a crypto bull market, okay? Uh, the only thing we want, which I think we're meme coins and I already explained why. Because of the issue of all the new users who are coming in through the FOMO app. And that's different from people

[13:50] who buy cryptocurrencies like Bitcoin, like Solana, like Ethereum, like Hyperliquid. Uh, I don't think we're focusing on a crypto bull market, that's my any of the three, but if you did, they would be

[14:03] my top three, uh, Bitcoin, Hyperliquid, and let's move on to the Hyperliquid, and let's move on to the third one. But before we move on, uh, that's my personal opinion and I think it's the right way to operate in these types of

[14:15] right way to operate in these types of markets. It's a GCR treble, who is like a legendary trader who made hundreds of millions of dollars with hundreds of millions of dollars with crypto a couple of years ago and he says a

[14:27] general principle of trading and as we see meme tokens pumping is the following. Within altcoin cycles, you should increase your risk

[14:39] when the trend has just reversed and begin to gradually decrease your risk and protect capital as time passes. People lose because they do the opposite. They start little by little. Okay, I'm going to add a little bit here, a

[14:52] rise, and when it starts to rise more and more, that's when they want to add even more. And it should be the opposite; it should be very good at identifying that moment when the trend is changing, which is when I started showing them what

[15:06] was happening with the FOMO app. And that's when you should step in hard, in my opinion, financial advice. That's where I like to go in hard, and as it when you decrease your risk. People do it the other way around. They put their

[15:19] foot in first when it's the moment of least risk, but when there is the most fear. And people are less afraid and they don't just put their foot in it, they put their whole house in, they throw everything out the window and go all in, and that's when you should least do that.

[15:34] So, try to think in reverse. When the trend is changing is when you want to enter strongly, and when it 's already pumping very strongly is when . Okay? Number two on my list

[15:46] is Pump. Pump is the token that powers the Pomp Font ecosystem, which is the main platform for launching meme coins. It's like the casino. Since you have pomp tokens, you own the casino. Similar to Hyperliquid, they use a

[16:02] large percentage of... Well, here's the graph, it looks phenomenal. I believe it will reach new all-time highs . I believe it will break all-time highs and surpass them by quite a bit. Here we can see all

[16:14] the token schemes they make. Basically, they're buying close to a million dollars a day, okay? Pom Fon's team is using it to buy back their own token and burn it. In other words, they use 50% of their

[16:30] daily income to buy their own token and burn it forever. That reduces the supply. It's the same as Hyperliquid. They self-pump their currency, and when this platform generates more money, they buy more tokens,

[16:43] money, they buy more tokens, burn more tokens, and the currency goes up even more. And now that FOMO is coming in brutally because of memes, I think this platform is going to start growing very quickly; this is where it's headed. Here

[16:56] we can see the daily buy back and born. We can see that a year ago it was practically double. They were burning about 2,000 tons daily. Today there is only one, but we can see how the trend reversed from the end of July

[17:08] , that is, the trend just reversed a month ago. I think we're early, uh, I think we're early and I think that brings a lot of opportunities to pay attention right now. Exit. So

[17:23] with Hyperliquid, my favorites because they are the ones that generate the most money, and I think Pom Fond is especially undervalued, since it has a market cap 15 times greater than Hyperliquid than Pom F, but they have very similar revenues, okay?

[17:39] I think Hyperliquid deserves a premium, and as this analysis mentions, I 'm also more bullish on Hyperliquid because its revenue is more diversified, while POM depends solely on memes. But in terms of

[17:52] valuation, if we were to calculate a P-ratio of how many times revenue it trades, I think how many times revenue it trades, I think Pompe is too cheap. Exit. And here we can see that the cryptocurrencies that have performed best in recent months

[18:05] percentage of their revenue to buy and burn their own token, right? Like others. As mentioned here, Pompa is the most undervalued cash flow token in crypto right now. It continues to generate

[18:20] cash, even when the pump price has fallen 60% from its peak, and 50% of the revenue is used for buybacks and burning it. They have already bought back 18% of their total offer. With a market capitalization of 1.3

[18:35] trillion compared to its revenue, it trades at 2.5 price to sales, okay? Compared to other protocols that trade at a much higher multiple like Hyperliquid at

[18:48] 40.9 times, Hyperliquid trades at 2.5 times what it is generating in revenue. So, I think its multiple is undervalued. Here at Defi Yama generate the most money. Number one is Teter USDT, number two is Circle

[19:05] USDC, and then we have Hyperliquid number 3 generating 2.4 million in daily revenue, 2.4 million dollars. And in fifth place is Pump with 1.7. It's making almost as much money as

[19:19] It's making almost as much money as Hyper Liquid, okay? However, the evaluation is much lower. If Pomp were worth the same as Hyperliquid, it were worth the same as Hyperliquid, it should be multiplied by nine. It

[19:32] doesn't generate the same amount; it generates, let's say, about 70%. Let's round up what half generates. Pom generates half as much hyperliquid, uh, which actually generates more than half, but well, let's say it generates half, 1.7 versus 2.4

[19:47] million. If Kyper Liquid were worth half , then it should be multiplied by five times the value of pomp. If we also assume that the

[19:59] revenues are not as diversified as Hyperliquid and the Hyperliquid TDA deserves a multiple premium versus POM, let's say half, that still

[20:11] means that POM should be worth at least double or triple what it is worth today. So even in a scenario, uh, in a base case or a base case, I think he should have at least two to three times his life left from

[20:27] where he is right now. So I think it's undervalued. I think it's underrated. What I do think is Hyperliquid, that it wasn't the right time to enter, and I don't think it's the right time to

[20:41] enter the pump market. I think the ideal thing is to wait for a pullback and then you can think about making an entry. Uh, at least to the... Yes , at least to the 0.04, a

[20:57] minimum pullback to that zone before thinking about entries, okay? Uh, I'll even be a little more aggressive. I would expect a pullback even to the

[21:10] pullback even to the 0.00 zone. 0035 could be entries with a good risk- reward ratio, because only going back to the high would be a 3x, okay? So I think a 3x is more attractive in the

[21:26] pump token. I think the first strong pullback he makes should be a very good entry. Eh, pump hyperliquid similar. First entry. Well, we already removed this one because it already happened. First, well, we would have to do this

[21:40] movement which is the one we have marked here. Uh, in the next strong bearish move I think it might be interesting to enter Hyper Liquid. Not right now going into either of them. I'll wait for a pullback, and then I think it could be

[21:55] a good entry. Exit. Now, before moving on to the meme coins update, which I think is what most interests those watching this video, I'll club. I am sharing all of this in much more detail and before I share it

[22:09] Pound Club. Four days ago I shared here that I was buying Katecoin when it had a market cap of 22 million . We all know that Katecoin exploded.

[22:22] We're going to look at the graph now. And we have members like Aldo, for example, who is already earning $400 thanks to being part of Compound Club. So if you want to join my community where I share

[22:37] join my community where I share all this, where I also show you my methods for managing my capital, not financial advice, personal finance courses, plus personal branding bonuses to

[22:51] create your personal brand and generate more online income and invest more in your stock portfolio. We also have everything crypto-related here. It's my private community where I share everything before I do it publicly. So if you

[23:03] registration link in the description. It is a community with a monthly paid subscription. community with a monthly paid subscription. If you don't like it, you can cancel it tomorrow, you'll stop being charged, you have nothing to lose. So, well, here's the

[23:17] link for anyone who's interested. Compound Club, I'll leave it in the description. Katecoin also, besides sharing it with my private community shared it with you when it was at 50 million, it had already doubled, almost

[23:31] million, it had already doubled, almost tripled, uh I shared it with you, I want to wait for it to fall to buy more. I put an arrow towards the 30-35 million market cap and what happened. Indeed, Katecoin fell to 35.

[23:47] seen that video, it doubled from there, then had a sharp drop to 35,000,000 euros and I bought more. As I mentioned before, I reached the million tokens I wanted to

[24:00] accumulate. I mentioned what I was going to do, I did it exactly as planned, and I do, I did it exactly as planned, and I still think Kate Coin could be the D candles that went so strongly downwards even threw me off. Uh, I

[24:15] even put a post on fomo about being scared but buying the DIEP, because it was very suspicious that the price fell by about 60% in a single one-hour candle . So, that's not something you see very often. But hey, documents have already been leaked by

[24:30] the founder of FOMO himself, stating that the Catecoin buyers are real and not bots, as conspiracy theories began to claim when it crashed. So that revives my

[24:44] Catecoin thesis. Personally, I bought back down here right at the 37 million market cap. I literally bought the bottom. Here are even the the bottom. Here are even the transactions. Let's

[24:59] purchases. Bye, bye, bye. And from there they exploded. So we're doing well. Uh, I'm going to keep holding as long as it does n't fall below my entry price. If Katecoin reverses course tomorrow and falls below 37

[25:14] million in market cap, I'm going to sell and I don't care. Okay, I'm warning you, completely transparent. I have a position in Catecoin, uh, I don't talk about it to pump it because my community doesn't really have

[25:28] the power to pump cryptos. In the past they've said that I buy them and then share them, and that's why it's so messed up , and that I make a mess. My poms ands. Some American communities do, and when

[25:43] Alex Becker or some other big content creator posted it, they did pump it up. I really don't have the power to pump a coin like this. In the TAM they invest very little money compared to the American markets and they

[25:55] are currencies with very large market caps. Market caps 68 million, community bought, they won't pump up. Then that's nonsense. Hey,

[26:08] you have my FOMO account to copy me if you want, not Financial Advice. And there are my public purchases. I even showed them, I told them, "Don't buy." When I made the video, I told you, "Expect a drop. I wouldn't

[26:21] buy right at the peak. Some people buy out of FOMO, and well, what can you do? It experiencing a strong rise. If it drops back to the price I entered at, I'm going to get out. No, I don't plan on losing money on Katecoin, okay? But I'm going to mess around

[26:35] while it stays above that. I'm going to hold. Now, within my private communities, I also shared sets not too long ago. On August 11th, I shared it when it was at 4 million in market cap.

[26:49] Then I shared it in my last video when it was at 15 million in market cap. That's a 3x increase, okay? 3x from when I shared it last Friday. And where is it today? Today it's at 21 million in market cap. The people in my

[27:03] market cap. The people in my private community entered at 4 million and practically at the peak, they've already multiplied their capital sixfold. If you want to Compoundclov, click the link in the Description of this video, okay? Uh, and

[27:17] well, I also really like Sets; it's another one I'm watching closely because I like it quite a bit. Uh, another one I like in terms of memes is Cashcat. I also made a video publicly a month ago that very few

[27:29] at the time. Now that FOMO has gotten them interested, I shared CashC when it had a market cap of 110 million. CashCAT is already at 190 million. I think CashC also has the potential to reach a

[27:46] market cap of 1 billion or even a trillion. If I were to get out of Catecoin because something's strange with its charts that crash from one day to the next, my

[27:58] rotation would probably be to move my capital from Catecoin and put it into CashC. I think the risk in Cashcat is lower. I think Binance is going to list it soon. Bit just listed it in futures, and when they do that, they usually pump the

[28:11] do that, they usually pump the coins. So I think Cashcat is the lowest-risk way to get exposure to this new The wave of meme coins. I think it's like the Bitcoin of meme coins right now, and

[28:26] Catecoin is like a riskier alternative, but with greater potential because its market cap is smaller. Anyway, I still And I have a free community on Telegram. It's

[28:40] not even close to the same as my private community. My private community is paid. I share everything right when I do it before posting it publicly on my channels. We already have more than 300

[28:53] Spanish-speaking investor members. It's an amazing community. If description, but I also have a free community, okay? It's more about day trading crypto, not so much about stock market investments or

[29:08] where I see opportunities. This one is simply about day trading, where we've done quite well. Here we've shared analyses, and in this community we have analysis sessions to explain the All-in-One strategy;

[29:23] that's the thing about these indicators in live. Okay. We have classes practically from Monday to Thursday. 7 to 8 pm Mexico time, free. Just click the button, the link below that says "

[29:37] free Telegram community." Click it, and it will ask you to create a Binx account. Once you create it, you can join the group, which is in collaboration with Binx. We also have tournaments there, like this one, which is currently a trading tournament with 3,000 USTs

[29:51] in prizes. Everyone is competing quite fiercely. And if you don't have a strategy, we'll teach you one that has worked very well for us. We actually share analyses, results, etc.,

[30:04] Monday to Thursday. So if you want to join, I'll leave the link join, I'll leave the link below. Well, that was my update on everything related to Bitcoin, the state of the crypto market, my three

[30:18] favorite cryptocurrencies, my current favorite meme coins, and how I 'm trading them. So if you liked the video, subscribe to the channel and turn on notifications. To make sure you don't miss any new videos, let me know

[30:32] in the comments what you'd like us to do in the next video. Take do in the next video. Take care. Co?