If you’re a crypto investor and you’re asking yourself: when the big boys — the institutions, the banks, the major companies — decide what’s the next coin we need to buy… we’re already too late for Bitcoin. We’re probably too late for Ethereum. So what’s next? I think the next coin is obvious. It’s the one with the most ETFs after Bitcoin. It’s one of the most used blockchains outside of Ethereum. It’s gaining adoption. And it just dipped. I think that coin is Solana.

Buying the Dip: Solana, AVAX, and Near

We had a dip between yesterday and today. A bigger pullback than we’ve seen in the last couple weeks. I took advantage. I bought more SOL. I bought more Avalanche (AVAX). And I bought more Near Protocol. Dollar cost averaging. Loading up.

Goldman Sachs Is Stocking Up

According to reports, Goldman Sachs disclosed holding roughly $2.36 billion worth of crypto exposure.

• Bitcoin: ~$1 trillion equivalent exposure
• Ethereum: ~$1 trillion
• XRP: $153 million
• Solana: $108 million

They’re starting to stock up on SOL and XRP. But in my opinion, Solana is the better play. XRP is more of a promise about bank transactions. Maybe things are happening behind the scenes, but a lot of it still feels like hype. Solana, on the other hand, is used constantly.

Solana’s Cycles and My 10x

In 2021, Solana went over $250. I remember clearly because I bought around $25 or $26 and had a 10x. Then I round-tripped it. It crashed. Hard. But I bought more when it was dirt cheap. And I don’t even remember how many X’s I made when it recovered. Last year, in 2024, it broke its previous high slightly. Now it’s come down again. And below $100, I’m buying aggressively. I expect SOL to go back to $300 and beyond as adoption increases. Someone said: “Solana at $82 and people are scared. This is where legends load.” That’s right. I’m loading. I considered buying more Ethereum, but here’s the thing: if ETH goes from $2,000 back to $4,000, that’s 2x. That’s not exciting. Solana from $80 to $300? That’s a different story.

The AI Infrastructure Narrative

Alex Wy mentioned that the biggest infrastructure play of 2026 isn’t obvious yet. He’s talking about AI agents. Seven blockchains building for an AI-native future. Let’s talk about a few.

Near Protocol

Near is under $1. It launched around $0.52 when first tracked on CoinGecko. Now it’s around $0.95. That’s less than a 2x from its all-time bottom. Near has serious developer activity. I checked blockchain developer metrics this morning — Near was right there. Dirt cheap.

Avalanche

Avalanche wasn’t designed specifically for AI, but it already has over 2,000 AI agents deployed on-chain. It has gaming. It has tokenization. It has infrastructure. It has everything. And it’s cheap.

BitTensor

BitTensor is a decentralized intelligence network where AI models compete and earn based on performance. I owned it before. Sold it when I compacted my portfolio during the downturn. I’ll admit — I never fully understood how it worked. I bought it because it was the top AI coin at the time and I wanted exposure.

Aioz

Aioz is a smaller-cap AI play. Some friends bought it near the bottom and rode it to the top before it collapsed again. Under $100 million market cap. If the AI narrative returns strongly, it could perform well. But do your own research. This is not financial advice.

Trump’s Crypto Earnings

Reports say Trump-related ventures generated $3.45 billion in crypto earnings. They launched a Bitcoin mining company, took it public via IPO, and generated massive capital. By comparison, it took eight years for real estate, golf, and branding to generate similar cash flow. When Trump went pro-crypto, anyone could have launched something. It wasn’t just the Trump family that could have profited.

Peter Schiff Says Bitcoin May Never Break $126K Again

Peter Schiff has been wrong about Bitcoin for years. Eventually Bitcoin will stop going up. But I think it still has room.

Do Alts Always Bleed to Bitcoin?

Benjamin Cowen argues that over long time horizons, most assets bleed toward Bitcoin. Altcoins bleed to BTC. Mining stocks bleed to BTC. That has been true historically. But crypto isn’t just Bitcoin anymore. There’s utility. There’s DeFi. There’s gaming. There’s AI. At some point, the market will mature and things won’t move solely based on BTC dominance.

Memecoins and Pump.fun

Someone said they hit a 3x on a memecoin from $3K market cap to $9K market cap. That’s discipline. That’s timing. You can go to Pump.fun and trade new coins all day long. New coins launch constantly. You can gamble and maybe make a living. But is that how you want to spend your time? Personally, I need to build things. I can’t sit around trading all day. And I’d probably lose money anyway.

Are 100–500% Gains Possible?

Almost every coin is down 95% over the past year. Expecting 100–500% gains on many altcoins in the next 3–6 months isn’t crazy. That’s a 2x to 5x. That’s normal in crypto. Not 50x. Not 100x. But 2x? 3x? 5x? Very possible.

AVAX Example

AVAX went to $150 in 2021, crashed, recovered to nearly $60. If it simply revisits $50 from current levels, that’s around a 5–6x move. $1,000 becomes $5,000–$6,000. The prices are ridiculous right now.

Which Is the Next Bitcoin: ETH, BNB, or SOL?

I already answered that. SOL. Different use case, but Solana is crushing it in activity and usage.

College Debt vs Bitcoin Speculation

If Bitcoin is speculative, what do you call a $250,000 college loan with no job guarantee? Especially today, when the world is changing fast. Unless you’re becoming a doctor or a lawyer, I don’t see the point. I’m a college dropout.

Ending on Humor

“Crypto has completely changed my life. Balding, overweight, divorced… I’ll never sell.” (Not me, haha) I love it. Have a great day. Love life. Be happy. I’ll see you tomorrow.