Altcoins

Altcoin Tier List 2026-2027: 20 Coins Ranked by Risk and Timing

A Bullrunners video sorts 20 altcoins into top, watch and too-late rows for 2026-2027, with the unlocks, buybacks and rule changes behind each placement.

Video: Altcoin Tier List 2026-2027: 20 Coins Ranked by Risk and Timing

Key takeaways

  • The video ranks coins by how much run may be left, not by how good the project is. A strong company can still be a late entry for its token.
  • Quant's bank deals are real, but the video argues that banks using its system don't have to keep buying QNT on the open market.
  • Several watch-list coins carry dated supply events. Lighter's team and investor tokens stay locked until December 27, 2026, then unlock weekly for about three years, according to the video.
  • EU anti-money laundering rules from July 10, 2027 stop EU-licensed crypto firms, including exchanges and custodians, from handling privacy coins like Monero and Zcash.
  • Before holding any coin, compare the tokens still waiting to unlock with the tokens already in circulation.

A Bullrunners video ranks 20 widely discussed altcoins for 2026 and 2027 into three rows: top, watching, and too late. NEAR, Hyperliquid, Monero, Venice, Collector Crypt and Zcash make the top row. XRP and Bitcoin sit in the middle row. Quant and the Robinhood Chain meme coins land at the bottom.

The ranking is not a list of good and bad projects. The host, Rory, says the board asks one question: how much run is left in each token from where it trades today? For holders, the useful part is the detail behind each placement. Many coins in the video carry an unlock date, a buyback or a rule change that most buyers never hear about.

How does the tier list work?

According to the video, the board has three rows:

  • Top row: coins the research team rates most highly right now.
  • Middle row: coins the team is watching but not putting weight behind yet.
  • Bottom row: coins that are too late, or that the team doesn’t back at current levels.

The video says a bottom-row placement does not mean a coin will crash or that the project is bad. Its central rule is that a coin that has already made its big run rarely repeats it from the same level. Early buyers are sitting on profits and waiting for a reason to sell. The video gives no price targets.

For context, the video says Bitcoin was about a third below its October 2025 high and holding a range. Most large altcoins had pulled back by 5% to 20%. The team describes itself as constructive on the next 6 to 12 months and defensive for the next few weeks. In the video’s words: “A watch list isn’t a shopping list.”

Why Bitcoin is the yardstick

The video places Bitcoin in the middle row. The team sees it stuck in a range with no edge either way until it breaks out. The video uses Bitcoin as the benchmark for every other coin. If an altcoin isn’t clearly better than holding Bitcoin, the host asks, why take on the extra risk?

Which coins are in the too-late row?

Robinhood Chain meme coins. Robinhood launched its own blockchain on July 1, 2026. According to the video, it filled with new meme coins within weeks, many of them named after big stocks. The video cites a September 27, 2026 report from The Block. In that report, an onchain analyst traced one operation that pulled at least $18.4 million out of 53 launches between July and September. The video says the same bundles of wallets bought most of each coin’s supply in the first second and then sold to later buyers. The team says these coins have become hard to trade.

Quant (QNT). The video calls the news here genuinely good. On September 24, 2026, The Clearing House, which is owned by large US banks, picked Quant to run the plumbing for a new onchain money network due in the first half of 2027. UK banks also completed live customer transactions on a tokenized deposit network built on Quant’s technology. The team’s argument is that Quant the company winning contracts is not the same as banks needing the QNT token. The team says that, because of how the fees are set up, banks using the system don’t have to keep buying the token on the open market. It adds that QNT had already repriced around the announcements. Bullrunners has a separate breakdown of what The Clearing House deal means for the QNT token.

Where does XRP sit, and what else is on the watch list?

The video places XRP in the middle row. It says XRP is in a range with nothing big on the calendar in the short term. The video points to longer-term building around the coin. Evernorth, a company set up to hold XRP as its main asset, finished its merger on October 9 holding around 473 million XRP. It began trading on Nasdaq on October 12 under the ticker XRPN. For more, see how Evernorth’s XRP treasury company works. The host’s view is that XRP needs a plan more than a story.

Here are the other watch-list coins, with what the video says about each:

Coin What it does and recent news Concern the video flags
Ondo (ONDO) Tokenized Treasuries and shares; launched BlackRock-based portfolios for non-US users on September 24 Mostly a governance token with no direct cut of the business, plus supply unlocks
Ethena (ENA) USDe digital dollar; rents its system to firms that want their own branded dollar, including Ether.fi, Jupiter and Sui Money has flowed out of its main product at times
Ether.fi (ETHFI) Started with Ethereum staking, now closer to a crypto bank; card spending passed $1 billion; over $300 million in stablecoin deposits Card spending isn’t protocol profit; no launch date or backing details yet for its new dollar
Aero Aerodrome and Velodrome merged on October 21 into one exchange across seven chains, with all revenue going to stakers Possible sell-the-news reaction; holders must migrate old tokens themselves
Derive (DRV) Options exchange; half of fees go to weekly token buybacks Small, so it tends to move hardest when markets get nervous
Lighter (LIT) Onchain exchange powering futures in Robinhood’s wallet app Downtrend over the past month; team and investor tokens (half of supply) locked until December 27, 2026, then unlock weekly for about three years
Pump.fun (PUMP) Solana meme coin launchpad, reported to have passed $1 billion in revenue; burned about a third of circulating supply on April 28 and committed half of revenue for a year to buybacks Price has mostly gone sideways despite the buybacks; depends on how busy meme coins are
LayerZero (ZRO) Messaging system linking about 165 blockchains; building a chain called Zero with Citadel Securities, ICE and Google Cloud About $45 million in tokens due to unlock on October 20, with more to come
Grass Users share spare home internet to collect public web data sold to AI firms; reported revenue of about $17 million in 2025 and the same again in the first half of 2026 Much of the excitement already priced in, and the token has given some of it back
Pearl (PRL) Bitcoin-style coin whose mining does AI-related math; live since April 27, 2026 Changed mining rules four times early on; a June paper questioned whether the mining does real AI work; most coins not yet created

The host notes a pattern: almost every middle-row coin has a good story and a date most buyers have never heard of.

Which coins are in the video’s top row?

According to the video, the top row holds the six coins the team currently rates highest. Each one comes with risks the video spells out.

NEAR. NEAR Intents lets users state a swap and have the system find the route across chains. According to the video, it has handled more than $30 billion of trades across 35 chains. On September 29, Bitwise launched the first US spot NEAR ETF on NYSE Arca, under the ticker NRR. The video also says NEAR cut its annual new supply in half, to 2.5%. That cut took effect in October 2025. Around November 3, 2026, NEAR’s House of Stake governance body approved a further cut from 2.5% to 1.6%. It phases in over 24 months and still needs review and a validator upgrade. The risk the video flags is that NEAR has had one of the strongest runs of any coin this year, so sharp shakeouts are possible.

Hyperliquid (HYPE). The video describes Hyperliquid as the biggest exchange running on its own blockchain. It says almost all of its fees go to buying back HYPE. On September 16, 2026, Payward, Kraken’s parent company, announced plans to offer Hyperliquid markets to US customers, pending regulatory approval. The team points to around $68 million of revenue in a single month. It also says the token is not cheap and that the people behind it release tokens every month.

Monero (XMR). The team reads demand for Monero as steady and real. The video flags a major risk. From July 10, 2027, new EU anti-money laundering rules stop EU-licensed crypto firms, including exchanges and custodians, from handling privacy coins. The video adds that many large exchanges have already dropped Monero. Bullrunners has covered the pattern of privacy-coin delistings for Monero and Zcash.

Venice (VVV). Venice is a private AI chatbot founded by Erik Voorhees, who also founded ShapeShift. Instead of paying a subscription, users stake the token for daily AI access. It is reported to run at around $100 million a year in revenue. On October 1, 2026, it cut annual token issuance from 2.5 million to 2 million VVV. The host calls Venice the coin on the board most likely to see a shakeout after its run, and places it in the top row with a strong warning.

Collector Crypt (CARDS). Collector Crypt vaults professionally graded trading cards, mostly Pokemon cards, and puts them onchain for digital pack openings and trading. By the end of August, the vault held more than 130,000 cards. The video says much of the pack-sale money goes to token buybacks. By the project’s own figures in early October, nearly as many tokens were waiting to unlock as were already circulating. The video warns that this can make the token swing hard.

Zcash (ZEC). This is the coin the video says most people would put in the too-late row. The team admits much of the easy gain may be gone. Even so, it is most positive on Zcash among the privacy coins. Its main reason is that Zcash lets users choose when transactions are private. Grayscale’s Zcash ETF, converted from its Zcash trust, has traded on NYSE Arca under the ticker ZCSH since August 25. The risks are that the same 2027 EU rules cover Zcash, and that a serious bug in its privacy system had to be fixed in early June 2026.

The one-minute unlock check

The video closes with a check any holder can run on a phone:

  1. Pick the coin you hold the most of.
  2. Search its name with the words “unlock schedule.”
  3. Find how many tokens are still waiting to be released.
  4. Compare that with how many are already in circulation.
  5. If the two numbers are close, as with Collector Crypt, a large amount of new supply is still coming, whatever the story says.

This pairs well with Bullrunners’ three checks for spotting a weak altcoin.

What to watch next

Several dates from the video are worth tracking:

  • Lighter’s team and investor tokens stay locked until December 27, 2026, then begin unlocking weekly.
  • The Clearing House network built on Quant is due in the first half of 2027.
  • The EU privacy-coin restrictions start on July 10, 2027.
  • Watch whether regulators approve Payward’s plan to bring Hyperliquid to US customers.
  • Watch how NEAR’s newly approved inflation cut moves through review and the validator upgrade.

The placements in the video are the team’s read at the time of recording, not a fixed verdict.

Frequently asked questions

Which altcoins are in the top row of the Bullrunners tier list video?

The video places NEAR, Hyperliquid (HYPE), Monero, Venice (VVV), Collector Crypt (CARDS) and Zcash in its top row. It stresses that each carries real risks, and it gives no price targets.

Why is Quant in the too-late row despite its bank deals?

On September 24, 2026, The Clearing House picked Quant to provide the plumbing for its new onchain money network. The video argues that the fee setup doesn't force banks to keep buying QNT, and that the token had already repriced around the news.

Where does XRP sit on the tier list?

The video places XRP in the middle, watch-list row. It describes XRP as stuck in a range with no near-term catalyst. It still points to Evernorth's XRPN listing on Nasdaq as long-term building around the coin.

When does Lighter's LIT token unlock?

According to the video, half of all LIT tokens belong to the team and investors. They stay locked until December 27, 2026, then unlock weekly for about three years.

How do I check a coin's unlock schedule?

Search the coin's name with the words "unlock schedule". Then compare the tokens still to be released with the tokens already circulating. If the two numbers are close, a large amount of new supply is still coming.

Full video transcript

From the video's captions, lightly formatted. Captions can mishear names and numbers, so check figures against the article above.

Right. I'm going to put 20 of the most talked about coins in crypto on one board and rank every single one of them by what our research team actually thinks of it right now. Not what's trending on X and not what somebody's shouting about in a thumbnail. The team's own view. So, we'll find out where they reckon the real opportunity sits for 2026 and 2027. just as important which coins you've probably already missed where the team reckons the big moves already happened and stick with me because the coin most people would put straight into that too late row the team doesn't.

I'll show you exactly where it goes right at the very end. Now, quick one before we start. None of this is financial advice. It's the team's read and my take after a lot of digging. Crypto carries risk and never put in money you can't afford to lose.

Your keys stay with you the whole way. I'm Rory. This is Bull Runners. Let's get into it. [music] So, before a single coin goes on the board, let's look at where we're actually at because it changes how you read every row. Bitcoin's been sitting roughly a third below the high it set back in October 2025.

It's holding a range, not running. And while it sat still, pretty much every big altcoin pulled back somewhere between five and 20%. That's the big bit people miss, isn't it? When Bitcoin goes quiet, the alts don't sit still. They drift lower and then when things turn, they tend to move a lot faster than Bitcoin does.

Now, here's a team's read. Nice and simple. They're constructive on the next 6 to 12 months of this cycle. And they're defensive for the next few weeks, both at the same time. And honestly, I think that's the most honest place anyone can be right now because it means this isn't the time to sit back and do nothing waiting for someone to ring a bell for you.

But it's not the time to chase either. A watch list isn't a shopping list. And that's how the team looks at it. And this is where most of us get caught. It's rarely by picking rubbish.

It's by picking something good after everybody else hat. You see it trending. You see the green candles. and make mate sends you a screenshot and in you go right near the top of somebody else's move. So that's exactly what this board is built to stop, right? So here's how the board works.

Three rows. A top row is coins the team rates. That's where they've got real conviction. The middle row is coins the team's watching. Interesting on the radar, but not where they're putting their weight yet.

And a few of them have got a big question hanging over them. And the bottom row is too late or the team doesn't back it at this level. That doesn't mean it's going to crash and it doesn't mean it's a bad project. It means the team doesn't see the case for getting in where it's at right now. And there's one rule I want you to keep in your head for the whole video.

A coin that's already done its big run very rarely does the whole thing again from where it's sat. The people who got in early are sitting on the profit and every one of them is a seller waiting for a reason. So, it's not about how good the coin is, it's about how much run is left in it. You'll also notice there are no price targets on the board. You won't hear me say a coin's going to do 10 times.

Nobody knows that. And anybody who says they do is guessing out loud. What I can tell you is where the teams put each one and why. And the first coin on the board is the yard stick for everything else. Bitcoin.

And it goes in the middle row, which might surprise you. The team's latest read is that it's stuck in a range with no edge either way until it clearly breaks out of it. So, for every coin after this, ask yourself one question. Is it really better than just holding Bitcoin? Because if it isn't, why take on the extra risk?

Let's start at the bottom because this is where most people often get into late. First up, the meme coins launching on Robin Hood chain. And the big name there is the launchpad called Pon. If you've missed it, Robin Hood launched its own blockchain on the 1st of July. And within weeks, it was full of brand new meme coins.

Loads of them named after big stocks launching every few hours. Some of them ran like mad, which is exactly why people piled in. But look at what the block reported on the 27th of September. An onchain analyst traced a single operation that pulled at least $18.4 million out of 53 launches on Robin Hood chain between July and September. And most of those launches went through pawns. the same bundles of wallets were buying most of the supply in the very first second before anyone else could get in and then selling to everyone who arrived after.

So, the people who saw one of those coins up a few hundred% and thought, "Go on then, I'll have some were the exit." The team's view is that these onchain coins have become really hard to trade and and they're a lot less keen on them than they were. So, straight in the bottom row, too late, and the team doesn't back it at this level. Next, and this one's going to sting for a few of you, Quant. Now, I'll be straight with you. The news here is genuinely good.

On the 24th of September, the Clearing House, which is owned by some of the biggest banks in America, picked Quant to run the plumbing for its new onchain money network due to open up in the first half of 2027. And around the same time, UK banks completed their first live customer transactions on a tokenized deposit network that runs on Quans technology. real banks, real money. That's a big deal for Quant the company. But here's the team's point, and I think it's a sharp one. Quant the company winning back contracts isn't the same as QNT token being needed in big amounts.

The way the fees are set up, a bank using the system doesn't have to keep buying the token on the open market. And the token had already repriced hard around those announcements. So the good news is largely in the price already and the link between those deals in the token still hasn't been proven until it is. The team doesn't back it at this level. Bottom row and honestly that's the lesson of this whole row.

Great company, great headline and you can still be too late for the coin. Right, the middle row and I'll start with the one a lot of you are holding. XRP. I know this is the one you care about most. So let me give it to you straight.

The team's latest read is that XRP is stuck in a range with nothing big on the calendar to push it either way in the short term. So, they're not chasing it while it sits. But the bigger picture keeps building. Ever, a company set to hold XRP as its main asset, finished its merger on the 9th of October, holding around 473 million XRP and started trading on NASDAQ on the 12th of October under the ticker XRPN. That's a listed company whose whole job is holding the coin.

So, you've got a coin going sideways on the chart while the serious money keeps building around it underneath. For me, that's exactly why XRP is a coin you need to plan for more than a coin you need a story for. And if you're sitting on a bag of it, the middle row is exactly where a plan matters most. Next, Ono. Ono takes traditional things like US Treasury bonds and shares and puts tokenized versions of them on the blockchain.

On the 24th of September, it launched what it calls intelligent portfolios built on strategies from BlackRock, the biggest fund manager in the world, though only for people outside the US. The teams noted it's been holding up better than most of the coins around it, but the question with Ono has always been the coin itself. Oendo is mostly a governance token. It doesn't get a direct cut of all that business, and there's been a lot of supply unlocking along the way. real businesses and a question mark on how much of it reaches a coin. Watching now, four coins from the same corner of crypto, decentralized finance, because the teams put all four on its list of projects to watch.

First, Athena, ticker ENA. Ethena runs a digital dollar called USDE, and it started renting its whole system out to other companies who want their own branded dollar. On the 6th of October, Ether.fi announced its own stable coin built on Athena. joining Jupiter and Sooie who already do the same thing. The catch? Well, Ethereum's final batch of investor tokens was released at the start of October and money's flowed out of its main product at times.

Which brings us to Ether. Itself, right, ticker ETHFI. It started out staking Ethereum and it's turned into something more like a crypto bank. Its card has passed a billion dollars of spending and it holds over $300 million in stable coin deposits. But the team makes a really good point here.

Card spending isn't the same thing as protocol actually making money. And they haven't said when that new dollar goes live or what backs it. On the 21st of October, Aerodrome, the biggest exchange on Coinbase's base network, merged with Veldrome and became one exchange called Arrow across seven blockchains with all of the exchanges revenue now going to the people who stake the coin. big change, but the team flagged the risk of a sell the news reaction around the launch. And holders of the old token have to move them over themselves and derive ticker DRV, an exchange for options, which are contracts a lot of professional traders use. It's moved to half of its fees into buying back the token every week.

And it's talking about expanding into regulated US markets, but it's small and the small one move the hardest when the market gets nervous. So, four real businesses, all of them on the team's watch and not one of them where the team's putting its weight at. So, middle row, all four. Then, lighter, ticker lit. Lighter is a trading exchange that runs on the blockchain rather than through a company like Binance.

And since Robin Hood chain went live on the 1st of July, the futures trading inside Robin Hood's own wallet app has been powered by lighter. Robin Hood with millions of customers plugging into this one exchange. So, why only watch it? The team's latest read is that the trend's been down over the past month, even with some big green days in between, and there's a date coming. Half of all LIT tokens belong to the team and investors.

And they're locked until the 27th of December 2026. After that, they start unlocking every single week for about 3 years. That's a lot of potential sellers turning up, watching. Then, Pump.fun, ticker, pump. Pump. fund is a website where a huge number of Salana meme coins get launched and it's one of the few crypto apps that make genuine money.

Reported to have passed a billion dollars in revenue since it started. And on the 28th of April, it burned around a third of the coins in circulation and committed half of its revenue for a year to buying more back. The catch, even with hundreds of millions spent buying the token back, the price has mostly gone sideways. It lives and dies on how busy meme coins are. Middle row.

Next, layer zero, ticker ZRO, the messaging system that lets about 165 blockchains talk to each other. It's building its own blockchain called Zero with Citadel Securities ICE, which owns a New York Stock Exchange and Google Cloud. The team likes that longerterm story, but around $45 million worth of tokens were due to unlock on the 20th of October, and unlocks keep coming. watching Grass next. And this one's clever. Grass lets ordinary people share a bit of their spare home internet, and the network uses it to collect public information off the web, which it then sells to AI companies to train their models.

So, you're basically renting out your unused internet to the AI boom. And the numbers are moving. Grass is reported to have made about $17 million in revenue in 2025. then the same again in just the first half of 2026 with a target of 75 million for the full year. It's on the team's current watch list, but the team's latest read is that a lot of the excitement's already been priced in and it's been giving some of that back. So, it's growing and it's interesting, but it's on watch, not in the top row.

And the latest one in the middle row, oh, ticker PRL PO is basically a copy of Bitcoin with one big change. Bitcoin miners burn electricity, solving puzzles that don't do anything else. Pearl miners do the same kind of math that powers AI models instead. We went live on the 27th of April, 2026 with a fixed supply of exactly 100 times bitcoins. People are calling this whole idea AI money, and it's on the team's watch list, but it's early.

Hull changed its mining rules four times in its very first few months. A research paper in June argued, there was no proof of the mining was doing real AI work. And as the team points out, most of its coins haven't even been created yet. A brand new idea with a lot to prove. Watching right now, before I show you the ones the team rates the most, I want to stop for a second because you've probably noticed something going through that middle row.

Almost every one of those coins have a great story and almost everyone has a date, an unlock or a rule change that most people buying it have never even heard of. That's the bit that catches people. And I'll be honest, it caught me. Back in 2021 when I was starting out, I traded off a post from Elon Musk. Saw it, got excited, jumped straight in.

It never went my way. And looking back, it's obvious why. By the time I'd seen it, the people who really knew what they were doing were already positioned and I was the one arriving late. That's what stuck with me and it's the whole reason this board exists. Thing is, it's not hard to sort when someone's doing the homework with you.

That's what our private intelligence network is for, guys. Most of what I bring you on this channel comes from inside it. And in there, it goes a lot deeper than I can in one video. Basically, the research team digs into where this is heading and members hear it first. They'll help you get it on your own key.

So no bank or exchange can freeze it. They'll show you how to get what you're already holding earning instead of just sat there. They'll show you how to get what you're already holding earning instead of just sat there. And every week there's a call where the team walks you through how they're reading it and when they're buying and when they're taking profits themselves so you're not guessing. And everyone in there is holding a decent bag and in it for the long haul, same as you and me.

Honestly, I'd be a lot further along myself had we have started Altcoin Pro sooner. And the team's view on coins like these doesn't sit still in there. It moves when the facts move. So, if you've ever bought a coin right after it already ran, that's exactly the thing to bring to the 15 minutes. Buying off the hype is something one of our members, Rebecca, says she finally stopped doing.

This is a real review she left on Trust Pilot. She says the biggest difference is she's no longer making portfolio decisions based on marketing or hype. She understands what's happening. She has a process and she feels comfortable making her own decisions. A lot less FOMO, too.

That's a fear of missing out. And it's the exact thing that drags people into the bottom row of this board. Now, results like Rebecca's are exceptional, and they didn't happen by sitting still. So, be exceptional. Look, you could leave it and hope the timing works out or try and piece it together yourself at midnight scrolling unlock calendars on your phone like we all have.

I'd rather you just spend 15 minutes with the team and came away of a plan for your back. It's free and worst case, you come away clearer. So, here's what I do. Tap more under this video and hit the very first link. Watch the short free briefing, then book your free 15-minute call with someone on the team right underneath it.

Okay? They'll go through where you're at with your crypto and tell you straight whether it's fit for you. And that's the first link. So, pause this, do it now, and come straight back. I'll be right here.

It's built for people holding $50,000 or more in crypto. And if that's not you yet, that's absolutely fine. Keep watching these videos with me. They're up every day. They're free.

And we'll keep learning this together. Right, back to the board and the top row. These are the coins on the team's current picks list. First, near is a blockchain that's turned into a kind of switchboard for moving money between other blockchains through something called near intents. You just say what you want, swap this for that on another chain, and the system works out the route.

That's handled more than $30 billion of trades across 35 chains. And on the 29th of September, Bitwise launched a near ETF on the New York Stock Exchange. So the big money can now get in through a normal brokerage account. It also cuts the number of new near it creates each year in half down to 2 and 12%. So there's less new supply hitting the market.

The team sees the AI side of NE as a story that's working. The risk is that it's already had one of the strongest runs of any Bitcoin this year. So, expect it to shake people out along the way. But the team rates it top row. Now, Hyperlquid, ticker hype.

Hyperlid is the biggest trading exchange running on its own blockchain. And almost everything it earns in fees goes into buying back its own token. And on the 16th of September, Kraken's parent company announced plans to bring Hyperlids markets to American customers through regulated firms pending approval. That's a door to the US starting to open. A lot of people will tell you Hyperliquid's too late because it's already run so far.

And the team's honest about it. They pointed to around $68 million of revenue in a single month and they see it as the best place coin of its kind when it comes to actual revenue, but they're upront that it's not cheap and the people behind it release tokens every month. Still, it's on their picks list. Top row, Monero. Next.

Monero is the original privacy coin. It's built so your transactions can't be read by anyone looking at the blockchain. And the team's latest read is that the demand for Monero looks steady and real rather than just traders chasing a move. But there's a date you need to know. From the 10th of July 2027, under the EU's new anti-money laundering rules, exchanges and custodians licensed in Europe won't be allowed to handle privacy coins like Monero.

And a lot of big exchanges have already pulled it. So, the number of places you can actually trade it keeps shrinking. That's a risk and it's a big one. But the team rates it top row. And here's where the newest stories come in.

Venice, ticker VV. Venice is a private AI chatbot set up by Eric Vorhees, who founded ShapeShift. Instead of paying a monthly subscription, you stake the token and get a share of its AI every day. It's been reported to be running at around $100 million a year in revenue. And on the 1st of October, it cut the number of new tokens it creates each year.

Again, the team sees Venice as the cleanest read there is on people actually paying for AI. But this has been one of the biggest runners of the whole year. So, I'll say it straight. It's the one on the board where you'd most expect a shake out. Top row with a big health warning.

Then, Collector Crypt, ticker C A R Ds. And this is a mad one because it's Pokemon cards. Collector Crypt takes real professionally graded trading cards, keeps them in a vault, and puts them on the blockchain so they can be bought, opened in digital packs, and traded straight away. By the end of August, the vault held more than 130,000 graded cards, and a big chunk of the money from Pack sales go straight into buying back the token. The team opened a new position on it in October, and they see real money starting to flow into tokenized collectibles.

But on the project's own published numbers at the start of October, there were nearly as many tokens still waiting to unlock as there were already in circulation. That's a lot of supply still to come. So, it can swing hard. But the team rates it top row. And that leaves one.

Remember the right at the start I said the coin most people would stick straight into late row. The team doesn't. It's Zcash. Zcash has had a monster run. So, on paper it looks exactly like the coin you've missed.

And the team's honest that a lot of the easy gains may already be behind it. And they're still most bullish on Zcash out of the whole privacy story. Why? Because Zcash lets you choose when your transactions are private, which is a big part of why it's been treated differently to Monero. And since the 25th of August, there's been a Grayscale Zcash ETF trading on the New York Stock Exchange.

So the big money has a way in. The risks are real. Those same EU rules in 2027 cover Zcash 2. And at the start of June, a serious bug in its privacy systems had to be fixed. But this is exactly why we built the board on the team's view and not the hype.

Two coins can both have run hard and one's too late while the other's still on the team's picks list. Knowing which is which is the whole game. Now, I don't want you to just take my word for any of this. So, here's one thing you can do on your phone right now. Pick the coin you hold the most of, any coin at all, and search its name with the words unlock schedule.

Look for one thing. How many tokens are still waiting to be released compared to how many already out there? If there's nearly as many still to come as there are in circulation, like we saw with Collector Crypt, you know there's a wall of supply heading your way, whatever the story says. That's the kind of check the team runs before anything goes on a board and it takes about a minute. So tell me in the comments which of these do you hold and which coin should the team put on the board next?

And if you've held through a run or two and you're still here, stick holding in the comments. And look, none of this is financial advice, guys. It's the team's view and my take after a lot of digging. Crypto carries risk. What's happened before is no guarantee of what happens next.

And a member's result isn't a promise of yours. Your keys stay with you the whole way through. The team never needs them. And if and that's the whole point. So stick with me, subscribe, and there's a new one every day.

Thanks for watching, guys. Keep your head stack with purpose. And I'll keep you posted. [music]

[music]

Education and commentary only, not financial advice. Crypto is volatile and you can lose money. Do your own research and speak to a qualified advisor before making investment decisions. Figures and quotes are as reported in the video on November 8, 2026 and may have changed since.