I just finished a 30-minute interview with cryptocurrency guru Barry Cohen.
Barry is one of the best all-around analysts I know. After more than 20 years analyzing and managing money at some of the world’s largest hedge funds, he’s going to run our new crypto newsletter at Curzio Research.
Right now, Barry is at the Blockchain Technology Summit in New York City. It’s one of the largest cryptocurrency conferences in the world.
My conversation with him today (from the conference floor) reinforced why this industry is about to create the next generation of millionaires and billionaires.
Over the past few weeks, some of the world’s greatest investors trashed the cryptocurrency market. This includes Berkshire Hathaway’s Warren Buffett and Charlie Munger, who believe this industry is worthless.
But consider the A-List companies presenting at the Blockchain Summit: IBM, Microsoft, JP Morgan, FedEx, Citi, CME Group, Fidelity, Intel, Nasdaq, numerous central banks, the Federal Reserve, and the U.S. Department of Treasury.
Barry told me the biggest takeaway from this conference is the huge amount of institutional interest in cryptocurrencies. Plus, there are over 8,500 people attending this conference… more than three times last year’s attendees. Most paid more than $2,000 to get a seat.
Almost every breakout session was standing room only. This includes the one pictured below on “token” investing.The biggest turnout was at the “Blockchain Governance” session. This makes sense, since investors are waiting patiently to see how the SEC plans to regulate this volatile industry. Once these regulations take effect, it will remove uncertainty, leading to much more deal flow and higher cryptocurrency prices.
One of the key remarks came from Bridget van Kralingen, senior vice president and head of IBM’s blockchain platform, which is among the largest in the industry. She said the digital currency market will be worth trillions of dollars by 2025.
That’s a bold statement, considering the total market cap of the top 100 cryptocurrencies is less than $400 billion today.
These are just a few of the stories Barry tells during my exclusive interview with him on my Wall Street Unplugged podcast. You can listen for free by clicking here.
Good investing,Frank X. Curzio
Founder & CEO, Curzio Research
P.S. Submit any crypto questions you’ve been dying to ask here and Barry will answer as many as possible in the coming weeks. And keep an eye on your inbox for details about Barry’s upcoming crypto newsletter.
Read the signs. Beat the market.
The market intelligence you need to invest one step ahead. Go beyond the headlines. Invest with an insider’s edge.
Books are a big part of Wall Street culture. Luke shares his favorite book of all time… and the simple lesson that helped him find the path to big, long-term investment gains.
Learn why Chinese property manager Evergrande rocked the market this week… why it poses a threat to the global economy… and why U.S. investors should invest in China with caution.
It’s time to put on our rally hats… As we near the end of the year, we’re about to enter the mega green zone for stocks. And Luke’s spotted two ETFs primed for huge gains...
Breaking down the hot PPI, rising energy prices, and how to prepare for the coming market correction. Plus, answering listener questions on Oracle (ORCL), Take-Two (TTWO), Meta (META), and Nike (NKE).
Why the Fed should raise rates by 50 basis points next week. Plus, rising yields will crush stocks… The coming pullback will be a buying opportunity… Will AI "kill us all"? … And Robinhood's "tokenization" efforts.
The market could pull back 20% from current levels. Plus, Bessent's bond move… Sectors to buy (and avoid) as long-term rates rise… Offshore oil stocks… How to manage big winners… And one of the best business models in the world.
How midterms will impact the data center trade. Plus, Nvidia (NVDA) is still a bargain at current levels… Dick's (DICKS) disastrous quarter… Is Smith & Wesson (SWBI) a buy? … And why is Peter Thiel's Bullish (BLSH) crashing?
Have institutions killed the tokenization trend? Plus, Northern Dynasty Minerals (NAK) vs. Coppernico Metals (CPPMF)... Walmart (WMT) vs. Target (TGT)... Will the Clarity Act finally pass this year? … And another horrible SPAC crushing retail investors.
The Treasury's latest move temporarily boosted stocks, but exposes a deeper issue. Plus, the reality of confusing market signals… Anthropic vs OpenAI… Crypto's recent jump… Danger for this Mag 7 stock… And what 13Fs are telling us.
The U.S. is tightening sanctions on Iran's oil network. But Iranian barrels are still moving through China and a shadow fleet of tankers, shell companies, and middlemen. Here's why that fragile workaround system matters for crude prices—and energy stocks.
The latest economic data has revived fears of stagflation—a painful mix of weak growth and stubborn inflation. But today's economy isn't the 1970s. Here's what the numbers actually say… and what investors should watch next.
Oil’s sustained price is a major indicator that few are watching. If crude stays elevated, it could keep inflation sticky, limit the Fed’s flexibility, squeeze corporate margins, and shift market leadership. Here’s how to position your portfolio.
War-risk insurance premiums on Strait of Hormuz transits have surged from pre-war levels, and shipping traffic has collapsed by roughly 95%. Here's how insurers are controlling oil transit… and what it means for your portfolio.
The Trump administration plans to drop $2 billion on nine quantum computing companies in exchange for equity stakes. IBM (IBM) gets the biggest slice, but the pure-play names are seeing the real upside. Here's what this signal means for investors.
President Trump's Beijing summit with President Xi produced few clear-cut answers on important geopolitical topics. But beneath Trump's ambiguous comments are five important signals investors should watch.
The market thought AI spending had peaked. Big Tech earnings just proved otherwise. With CapEx accelerating and demand surging, the opportunity is expanding. Here's what the numbers reveal—and where investors should be looking next.
The biggest turnout was at the “Blockchain Governance” session. This makes sense, since investors are waiting patiently to see how the SEC plans to regulate this volatile industry. Once these regulations take effect, it will remove uncertainty, leading to much more deal flow and higher cryptocurrency prices.
One of the key remarks came from Bridget van Kralingen, senior vice president and head of IBM’s blockchain platform, which is among the largest in the industry. She said the digital currency market will be worth trillions of dollars by 2025.
That’s a bold statement, considering the total market cap of the top 100 cryptocurrencies is less than $400 billion today.
These are just a few of the stories Barry tells during my exclusive interview with him on my Wall Street Unplugged podcast. You can listen for free by clicking here.
Good investing,
Frank X. Curzio
Founder & CEO, Curzio Research
P.S. Submit any crypto questions you’ve been dying to ask here and Barry will answer as many as possible in the coming weeks. And keep an eye on your inbox for details about Barry’s upcoming crypto newsletter. 
