Convergence Is Here

What Smart Money Is Watching

Author

Archie Royce
August 08, 2025

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Altcoins Are Coming 💎    

Bitcoin isn’t just a tech novelty anymore—it’s a full-fledged monetary asset. Like gold, but digital. Exactly what early believers predicted: a hedge against inflation, reckless central banks, and fiat freefalls. And with a 24,800%+ gain since launch, they weren’t wrong.

Some still think Bitcoin’s just getting started—$1 million price targets aren’t as crazy as they used to sound.

But here’s the thing: while Bitcoin is the digital economy’s bedrock, it’s not where innovation is happening.

Altcoin Territory 🗺️ 

Altcoins like Ethereum, Solana, and Avalanche aren’t just “coins”—they’re infrastructure. They power DeFi, tokenize real-world assets, and even support AI tools.

Need proof? Avalanche (AVAX) just inked a five-year deal to help tokenize 370,000+ property records in New Jersey—$240 billion worth of real estate. It’s the biggest tokenization project in U.S. history.

Altcoins aren’t speculative side quests anymore. They’re becoming essential tech.

And here’s where it gets interesting…

Our data shows we’re approaching a pivotal moment. With rate cuts likely by September, capital could swing back toward risk-on assets—altcoins included. That’s exactly what happened in late 2024, when tokens like PNUT (+4,825%), FRED (+15,338%), and ACT (+4,007%) exploded during the last rate cut cycle.

Trends Collide 🛥️ 

It’s all part of a bigger shift we call The Convergence—where three forces collide:

  1. Crypto income ETFs

  2. Looser regulations

  3. The financialization of crypto assets worldwide

At the center of it all? Crypto payout tokens—assets that generate steady income through staking, like dividend stocks for the digital age.

With $35 trillion in low-yield capital hunting for better returns, altcoins could become Wall Street’s next obsession.

Bitcoin may own the headlines, but the future? That’s being built by altcoins.

Five Top Performers 🏅  

If May was a party and June was a hangover, July feels like someone just cracked open another bottle. The market's back in risk-on mode—and crypto sectors that looked washed last month are now dancing on tables.

Here are the Top 5 Best-Performing Crypto Sectors over the past 30 days, ranked by weighted average performance. Some make sense. Others? Let’s just say, welcome to crypto.

  1. NFT Applications 🖼️ 

    Yes, seriously.

    NFT projects aren’t supposed to be leading the pack… but here we are. The Pudgy Penguins’ $PENGU token is single-handedly propping up the sector, thanks to its recent surge in popularity and market activity. It’s less about the broader NFT ecosystem and more about one flightless bird that refuses to stay grounded.

  1. Smart Contracts 💹 

    These are your old-school smart contract chains that haven’t undergone major architectural overhauls—think of them as legacy tech that’s still kicking.
    Ethereum post-Merge doesn’t qualify here, but lesser-known Gen 1 platforms are gaining traction again, quietly outperforming as attention returns to proven infrastructure.

  2. Oracles 🔮 

    Need real-world data on-chain? That’s what oracles do. Whether it’s weather updates, sports scores, or crop forecasts, these data pipelines are the unsung heroes of blockchain utility.

    With increased usage across DeFi and prediction markets, the sector saw solid gains—though it still flies under the radar for most casual investors.

  3. Memecoins 🐶 

    Because, of course. It wouldn’t be crypto without a little meme magic. Leading the way is $BONK, thanks to the recent launch of BonkFun, its new memecoin launchpad. It’s been consistently outpacing PumpFun in daily revenue—but let’s be honest, most of that’s driven by incentives. Still, gains are gains.

  4. DePIN 📍 

    DePIN (Decentralized Physical Infrastructure Networks) — the nerdiest name on the list is also one of the coolest use cases. Projects like Helium Mobile are rewarding users for sharing WiFi and 5G signals, creating real-world utility for blockchain—sometimes without users even realizing it. That kind of stealth adoption is powerful.

If you strip out $PENGU’s wild outlier performance, the list becomes a weird mix of high-risk sugar highs and sturdy infrastructure plays. It’s unpredictable. It’s unbalanced. It’s peak crypto.

The Takeaway? 🥡 

Risk-on is back—but don’t toss your fundamentals out the window just yet. And if you’re not sure where to look next, keep an eye on Bitcoin dominance and key macro signals like ISM PMI data. Until then, enjoy the chaos.


COIN SPOTLIGHT 🔍️ 

Follow The Revenue ✈️  

Want to know where the real value is flowing in crypto? Follow the revenue.

The logic is simple: the more people use a crypto app, the more revenue it generates—and that revenue can drive long-term value for the underlying token. So instead of chasing hype, why not track the top-performing platforms by real, on-chain income?

Here are June’s top 5 revenue-generating crypto apps—and the investable assets tied to them.

  1. Circle ($CRCL) – $191.68M

    Circle came out swinging after its IPO on June 5th, instantly securing the top spot on this list. It’s the first time we’ve had a non-stablecoin asset from Circle that’s tradable, and investors jumped in. For any competitor to dethrone it, PancakeSwap would need to triple its revenue—or Tether would have to go public. Until then, Circle's dominance is looking solid.

  2. PancakeSwap ($CAKE) – $65.17M

    PancakeSwap is back in the spotlight, bolstered by a smartly timed incentive program. That move brought in significant volume, which translated directly into increased revenue. Whether or not it can maintain this momentum remains to be seen—but for now, the kitchen is cooking.

  3. Hyperliquid ($HYPE) – $57.95M

    Once June’s front-runner, Hyperliquid slid to third—not because it underperformed, but because Circle and PancakeSwap had standout months. Don’t let the drop fool you: $HYPE is still raking in revenue, and the fundamentals remain strong.

  4. CoWSwap ($COW) – $13.05M

    Here’s the underdog story of the month: CoWSwap saw a 10x increase in revenue—without spending a dime on incentives. That’s pure organic growth, a rare feat in a space often fueled by giveaways and token bribes. Keep an eye on this one.

  5. Aerodrome ($AERO) – $10.78M

    A consistent performer since this list launched back in April, Aerodrome continues to hold its spot as the leading DEX on Base. No flash, no gimmicks—just steady growth and reliable revenue, month after month.

These aren’t just numbers—they’re signals. While the broader market chases narratives, these apps are printing real on-chain revenue. And in a space where utility often takes a backseat to speculation, that’s worth paying attention to.

So if you're looking to position yourself ahead of the next big wave, start here. Follow the revenue. Find the value. And maybe—just maybe—ride the next breakout.


STAGE RIGHT 🎬️     


NOTABLE QUOTES 📚️ 

“People who know little are usually great talkers, while men who know much say little.”
 
— Jean Rousseau


GARAGE LOGIC ☕️

How Americans Spend Their Money 💵 

Today, consumer spending represents 68% of U.S. GDP, with much of this used for housing, transportation, and healthcare costs. More than ever, Americans are using debt and credit cards to fund these purchases. In the second half of 2024, household debt hit a record $17.9 trillion. At the same time, credit card debt surpassed a historic $1 trillion, climbing by 8.3% over the time period.

READ THE FULL STORY.


FINAL SPIN 📽️ 


LAST CHAPTER 📺️ 

Be sure to stay updated on the release of my upcoming novel, HIGH TIDE. Get details HERE.

Subscribe now to get updates on release date and excerpts. Go HERE.

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