Track Record & Accountability

CryptoLyfe Conviction

Investment theses we believe are worth following, tracked from the day we publish them. Some will play out. Some won't. We keep both on record. For research purposes, not trading signals.

OndoHIGH CONVICTION

RWA runner

Horizon: 6-18 Months

Live · since research

+66.9%

$0.31 → $0.5173

BasedMEDIUM

consumer facing trading superapp built on top of Hyperliquid’s infrastructure.

Horizon: 3-18 Months

Live · since research

+4.9%

$0.065 → $0.0682

LRCXMEDIUM

primary equipment beneficiaries of semiconductor

Horizon: 6-18 Months

Live · since research

+19.7%

$270 → $323.06

AMATMEDIUM

world's largest semiconductor manufacturing equipment

Horizon: 6-18 Months

Live · since research

+18.7%

$423 → $502.2

CRCLMEDIUM

FED rates hike beneficiary

Horizon: 6-12 Months

Live · since research

+1.4%

$84 → $85.16

ENAHIGH CONVICTION

ETHENA

Horizon: 6-18 Months

Live · since research

+74.9%

$0.145 → $0.2535

CEGHIGH CONVICTION

Largest owner of nuclear generation in the United States

Horizon: 6-18 Months

Live · since research

-11.2%

$298 → $264.51

IRENMEDIUM

Most aggressive transformations

Horizon: 6-18 Months

Live · since research

-4.9%

$44 → $41.85

AMDHIGH CONVICTION

Biggest AI Growth story

Horizon: 6-18 Months

Live · since research

+31.1%

$470 → $616.2

NVDAHIGH CONVICTION

Undisputed King of AI

Horizon: 6-18 Months

Live · since research

+0.2%

$230 → $230.5

VSTMEDIUM

Underrated Energy Company

Horizon: 6-18 Months

Live · since research

+2.9%

$137 → $141

NBISHIGH CONVICTION

NEBIUS GROUP NV

Horizon: 6-18 Months

Live · since research

+27.8%

$190 → $242.84

SHAZHIGH CONVICTION

SharonAI Holdings Inc.

Horizon: 6-18 Months

Live · since research

+12.7%

$48 → $54.12

MSFTHIGH CONVICTION

MICROSOFT

Horizon: 6-18 Months

Live · since research

+42.6%

$357 → $509

MUHIGH CONVICTION

Micron

Horizon: 6-18 Months

Live · since research

+31.3%

$818 → $1073.92

NVDAHIGH CONVICTION

Horizon: 6-18 Months

Live · since research

+17.0%

$197 → $230.5

MSTRHIGH CONVICTION

The Listed Bitcoin Proxy

Horizon: 12-24 Months

Live · since research

-14.3%

$180 → $154.18

BTCMEDIUM

Structural Demand Regime

Horizon: 6-12 Months

Live · since research

+39.3%

$60000 → $83569.9

ETHHIGH CONVICTION

Institutional On-Ramp

Horizon: 12-24 Months

Live · since research

+58.8%

$1700 → $2699.83

HYPEHIGH CONVICTION

Usage-Driven Compounder

Horizon: 6-18 Months

Live · since research

+117.8%

$40 → $87.12