Front Run The Week 5/5/25

As for today... May The 4th Be With Crypto!

Photo by R.D. Smith on Unsplash

Special Note to Readers:
I’m quietly building something behind the scenes — a project designed to let you own the economy, not just participate in it. As a thank-you, I’ll be giving early access exclusively to my first 300 paid subscribers. If you’ve been thinking about upgrading, now’s the time — once we hit that milestone, the first version will be released.

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Front Run The Week

If you’re reading this, you’re already ahead.

You’ve stepped away from the noise, the TwitterX pumpers, the endless Bitcoin price headlines — and you’re here because you want to know what’s really coming. A paid subscription here costs about the same as a fancy coffee, topped with whipped cream and all the trimmings. But for that, you’re not just sipping along with the crowd — you’re getting access to the signals and insights that let you own the economy, not just participate blindly.

Here’s the signal I’m watching right now:

Stablecoins.

We are pushing up against $240B–$250B in total stablecoin market cap, and that’s unprecedented in crypto. Everyone else is staring at Bitcoin jumping to hyper space at $120K, thinking they’ve missed their chance — or worse, wondering if buying “just one” Bitcoin is the only game left. But the smart money knows that the surge in stablecoins, and the widening gap between TVL (Total Value Locked) and stables, is where the real next phase will come from.

If you haven’t yet, go read my free Substack post from this week.
It’s packed with signals:

Something Big Is Happening in the Arizona Desert—And Almost No One’s Noticing

And here’s a bold call for you:
While everyone’s still watching SUI — which just unlocked 33.5 million tokens — I’m watching Across Protocol (ACX) instead.

Why?

Because heavy token unlocks can drag price, and if you’re looking for something to ride the next wave (instead of scrambling onto the Solana Yacht Party), ACX is the overlooked pick right now.

Let’s break this down deeper: