Is It Time To Buy Back Into Crypto?

Weeks ago, crypto was all doom and gloom. Now everything feels like it’s pumping. So what the hell just happened?

Ram Ahluwalia is the Founder of Lumida, an SEC-registered investment advisor with 20 years on Wall Street, including time at Merrill Lynch and Bank of America. He's a seasoned investor with years of experience in both the crypto and AI camps, so we thought he’d be best suited to translate what’s led up to this rally, how we might start to react to this pump based on previous crypto bear markets, and weighing the opportunity to own digital assets compared to the best stocks in AI.

The short version: Treasury Secretary Scott Bessent intervened in bond markets, Trump made some bullish comments on Bitcoin, and everyone looks like they were offsides. The four-year cycle OGs in crypto, the seasonality traders, even the crypto permabulls didn’t own enough. That combination created a short squeeze that accelerated velocity and this rally was born, not a certainty we’re out of the bear market but very possible as this is how previous bear markets ended.

Ram also shares his view on whether the bear market bottom came earlier than expected, how Bessent and Trump supercharged these conditions, and the most important portfolio question of all: should we prioritize buying crypto or AI right now?

His answer might surprise you.

Listen to the latest Edge Podcast this weekend and may your bullish animal spirits come alive!

| CONTINUE BELOW FOR PODCAST LINKS |

Thanks to our sponsors and who make this content free for you to enjoy!

kpk.io

Re connects onchain capital to the real economy

Deposit stablecoins and earn real yield backed by regulated reinsurance programs covering low-volatility risks like auto, property, and workers comp.

Explore Re at re.xyz

Axis — Access the World's Alpha

Axis turns global market dislocations into tokenized alpha. Earn 10–20% net APY through institutional-grade delta-neutral arbitrage, fully transparent onchain. Pre-deposits opened July 29th.

axis.to