Front Run The Week 4/14/25

Miss This Now, Regret It Later

Photo by Jeremy Lapak on Unsplash

If the market feels confusing right now, that’s because it is. But confusion always comes before clarity—and profit.

Tom Lee talks about the generation cycles, using Bitcoin as a side topic when others ask his opinion. Cathie Wood gathers shares of Coinbase while she can’t speak on camera about the exposure she’s after: a blockchain with over 1B TVL and no native token. Arthur Hayes says Bitcoin will skyrocket soon because the ON button has been pressed for the money printer.

It’s all good… but when I consider it all I’m reminded of that famous tune by Meat Loaf. Where he breaks down the heartache with some math:

Two Out of Three Ain’t Bad

And that’s how I feel in this case. The first two ain’t so bad, but it’s the other one I struggle with.

That’s because he’s been around for many crypto cycles. He knows the narratives and understands the trends. But when “Bitcoin” is the first word out of his mouth, followed by the price action, then it confirms for me what I see going on behind the headlines. The very things I post about daily on my Substack to share that next hidden gem. Like XCN at .001 or other strong prospects I’ve got on my watch-list.

It’s the place where 234B sits in stables and under 100B is locked on-chain. Where on December 16th, 2024 they crossed paths at 136B, creating a gap not seen before in this game.

So when Bitcoin breaks through that mental hurdle again—100K—it will go on to the next mental hurdle, and so on. And who knows when Arthur Hayes or anyone else like him will finally say that it’s not so much about the price of Bitcoin. But more so about