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Big investors are buying this “unlisted” stock

When the founder who sold his last company to Zillow for $120M starts a new venture, people notice. That’s why the same VCs who backed Uber, Venmo, and eBay also invested in Pacaso.

Disrupting the real estate industry once again, Pacaso’s streamlined platform offers co-ownership of premier properties, revamping the $1.3T vacation home market.

And it works. By handing keys to 2,000+ happy homeowners, Pacaso has already made $110M+ in gross profits in their operating history.

Now, after 41% YoY gross profit growth last year alone, they recently reserved the Nasdaq ticker PCSO.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

GET IT RIGHT 🎯 

Ethereum’s Rebound 💎     

Last week, the market stumbled out of bed, knocked over its glass of cheap whiskey (aka U.S. payroll numbers), and faceplanted. But then something magical happened: the government decided you can gamble your retirement on crypto, and boom — total crypto market cap surged back over $4 trillion. Again.

So here we are. Bitcoin's back to flirting with $122,000 like it’s the hot girl from your high school reunion. And Ethereum? She got her hair done and hit a fresh yearly high. Suddenly, everyone's pretending they always believed in quality projects. Lido, Chainlink, Ethena — the nerds nobody invited to prom are now headlining the afterparty.

LidoDAO 🎯 

You like staking? Of course you don’t. It’s boring. It’s technical. It doesn’t have a dog mascot. But Lido doesn’t care. It’s sitting on $38 billion in staked ETH like a dragon guarding a hoard, and last week it moonwalked past a 70% price gain.

Why? Because the SEC finally stood up, brushed the Cheeto dust off its shirt, and said, “Yeah, stETH isn’t a security.” Lido now owns 87% of the liquid staking market. That’s not a typo. That’s borderline dictatorship.

Oh, and it makes about a billion bucks a year. In a bear market. With a $323 million treasury. It doesn’t make memes — it makes money. And it’s coming for the institutions next. Asset managers, exchanges, fintech bros — Lido’s got a custody-ready solution for all of them. Your 401(k) is going to be yoked in staked ETH before you can say “decentralized.”

Chainlink ⛓️ 

Chainlink is that kid in class who does everyone’s homework but still eats lunch alone. It moves data between the blockchain and the real world — and now it's working with the New York Stock Exchange. That’s right, your dad’s retirement account just shook hands with DeFi.

Chainlink is now the Bloomberg Terminal of crypto. It’s not sexy. It doesn’t pump 1,000% overnight. But if you want anything tokenized — stocks, bonds, pictures of your dog — you’re gonna need it.

Ethena ♊️ 

Ethena is that new kid who shows up wearing designer shoes and already has $10 billion in market cap. In 500 days. Its stablecoin (USDe) is partially backed by BlackRock, because why not? And ENA just ripped 146% this month.

Oh, and it might soon start paying holders a cut of protocol revenue. You know, like an actual business. Gross.

The Takeaway 🥡 

While memecoins sleep off last weekend’s bender, real projects are making moves. Ethereum’s ecosystem isn’t just growing — it’s adulting. It’s got revenue, partnerships, and regulatory clarity (sort of). This isn't just another bounce. It might be the start of something sustainable.

Which is weird. And kind of exciting. And a little terrifying.

Banks, Boomers, and Bitcoin 💴  

Imagine this: You’ve spent a decade watching banks side-eye crypto like it just farted in church. Regulators treating Bitcoin like it personally ran over their dog. And your 401(k)? Locked tighter than your ex’s Instagram.

And then — boom. The GENIUS Act passes.

Crypto Wins 🥇 

That’s right. The U.S. government just did something pro-crypto. Not a tweet. Not a vague committee hearing. An actual law. With signatures and everything. And get this — it doesn’t ban stablecoins, confiscate your hardware wallet, or declare Ethereum a war crime.

Here’s what it does do:

• Banks can finally custody crypto without crying afterward.

• Stablecoin issuers get a legal framework (aka “we cool now”).

• TradFi institutions are cleared to build on blockchain without being tased by Gary Gensler.

• And the big one: your 401(k) can now hold Bitcoin. Yes, that 401(k). The one currently invested in Target Date Funds and disappointment.

Party Crasher 🪅 

Let that wash over you like a warm bath full of laser-eyed maxis. The $9 trillion locked inside 401(k)s can now legally, cleanly, and proudly buy crypto. Just 1% of that oozing into Bitcoin would send prices to “your Uber driver is quoting Satoshi” levels of mania.

And it won’t stop at Bitcoin. You think BlackRock’s just here to HODL a meme coin or two? Please.

The Disruptors ⛈️ 

Here’s the dirty secret: stablecoins are already doing more volume than Visa. Yep. In Q2 of 2024, they processed $8.5 trillion — with a “T.” That’s not a typo. That’s what disruption looks like in khakis.

And now that banks have a green light to use them? We’re looking at a full-scale invasion of TradFi by digital dollars. No weekends. No borders. No middlemen asking for two forms of ID and your blood type.

That’s why I’ve been pounding the table (and occasionally my head) about six key projects positioned to moonwalk through this melt-up — including one free pick I believe could become the TCP/IP of stablecoins. Yes, I said it. Bold. Possibly unhinged. But not wrong.

The Play ⚽️ 

Right now, the market’s having mood swings. Perfect. Volatility is the price of admission for generational wealth. Small positions. Big conviction. No panic-selling just because your aunt texted “Is Bitcoin dead?”

Because here’s the truth: you’re not just investing in the next leg of the crypto cycle — you’re investing in the moment it goes mainstream.

Banks. Retirement accounts. Corporations. The whole boring system is finally joining the party. Try not to look too surprised.

COIN SPOTLIGHT 🔍️ 

STAGE RIGHT 🎬️     

NOTABLE QUOTES 📚️ 

“It is dangerous to be right in matters on which the established authorities are wrong.”
 
— Voltaire

GARAGE LOGIC ☕️

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

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

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