How to profit alongside the Trump family’s digital money bets

Today’s issue in preview:

• How to profit alongside the Trump family’s digital money bets

• Explosive growth makes this energy sector one of the world’s strongest trends. Are you benefiting?

• Keep this theme on your radar. It could enter big bull market soon

• Our incredible track record just got better: Our thematic trades in Space Economy, Power Management Semis, Scandium, Solar Energy, and AI infrastructure produce another round of profits

How you can profit alongside the Trump Family’s digital money bets

Credit: jroballo

Have the beatings stopped in Bitcoin?

Is the world of cryptocurrencies and digital money investable again?

On March 13, I looked at the encouraging price action in Bitcoin and said the answer to such questions was “Yes”… and we said it was “time to be bullish on Bitcoin.”

For Bitcoin’s “true believers,” this encouraging price action was a welcome change from the carnage of October 2025 to February 2026. During that period, Bitcoin plunged about 48%, a drop that punched big holes in many crypto portfolios.

Crypto specialists attributed this decline to the U.S. government withdrawing liquidity from financial markets, as well as to gold and AI trades drawing money flows that could have been directed toward Bitcoin.

Most long-term Bitcoin believers see it as a “store of value” that should maintain its purchasing power like gold and beachfront homes do. It should be a digital form of “hard money.” Sounds great.

However, from October 2025 to February 2026, Bitcoin traded more like a failing technology company than anything you’d call strong and stable.

In March, Bitcoin’s trading behavior changed significantly. It formed a bottom and gained 9.5% in one month, while technology stocks dropped and gold gained just 3.2%. Importantly, Bitcoin outperformed stocks and gold as Operation Epic Fury created tremendous market volatility and hammered many sectors of the stock market. Bitcoin was a “port in the storm.”

So, after months of disappointing believers, is Bitcoin as a “store of value” back? Is it ready to be a “port in the storm” and a stabilizing component of serious portfolios? In mid-March, I said it’s a bet worth making… and then reiterated that call on May 1, adding that it was bullish for crypto-related businesses such as crypto brokerage and payment facilitator Coinbase (COIN).

Coinbase is the largest U.S. crypto exchange. It’s the premier place to buy and sell cryptocurrencies. Plus, as we detailed on March 19, it’s also a major provider of “stablecoin” infrastructure. A stablecoin is essentially a “digital dollar” that can be used in transactions without involving conventional banks. Coinbase currently generates about 20% of its revenue from facilitating stablecoin transactions.

Coinbase bulls believe the U.S. government is about to do them a big favor by passing the Digital Asset Market Clarity Act (CLARITY Act) this year. The CLARITY Act would be landmark legislation that establishes a regulatory framework for cryptocurrencies in the U.S. Put simply, it will tell businesses and investors which government agency owns which area of the crypto market.

The act would address years of regulatory ambiguity that have stifled innovation and pushed U.S. companies to operate overseas. It would also require and enforce disclosures that provide some protection for investors and consumers. This should create an environment in which the “electronic money” business can grow and thrive.

President Donald Trump and his family have become heavily involved in the crypto world. So, it would seem the “big guy” would enthusiastically support a favorable regulatory environment for Bitcoin and businesses such as Coinbase. Setting aside concerns over the ethics of politicians playing the markets they regulate, I believe all this makes betting on beaten-up Coinbase a good idea.

Explosive growth makes this energy sector one of the world’s strongest trends. Are you benefiting?

Credit: Bilanol

It’s not getting nearly as much press as the upcoming SpaceX IPO, but this week the solar energy theme cemented its case as one of the hottest trades on Wall Street.

Yesterday, solar energy equipment giant SolarEdge Technologies (SEDG) soared 12% to reach a new one-year high. Fellow solar equipment giant Enphase Energy (ENPH) soared 17% to reach a new one-year high.

Since these two firms are significant holdings in the Invesco Solar ETF (TAN), their moves sent the fund within pennies of a new one-year high. Over the past month, TAN has gained 18.3%, and it is one of the market’s top-performing thematic ETFs. This surge in value makes our Sept. 23 recommendation to own it a big winner, up 47% in less than nine months.

The bull case for solar energy is simple: Given AI’s enormous promise, giants like Google, Meta, Microsoft, and OpenAI are spending trillions of dollars on data centers, AI chips, and other infrastructure components. It’s the largest collective investment effort of all time.

All that AI infrastructure is becoming a massive new source of electricity demand, driving a bull market across almost all forms of electric power production. Goldman Sachs forecasts global data center power demand will surge 220% by 2030 compared to 2023 levels. U.S. data centers already account for 7% of U.S. electric power consumption, a figure that is expected to rise significantly.

Industry experts believe solar energy can’t compete with nuclear and fossil fuels to supply the enormous amounts of “always on, always there, baseload” power needed for AI data centers.

However, inexpensive and easily installed solar systems can supply smaller consumers, such as homes, offices, stores, and small factories. This means demand for solar power is increasing because AI is driving up the price of other forms of electricity.

The world installed a record 597 gigawatts (GW) of solar power in 2024 – a 33% surge over 2023. In the first six months of 2025 alone, the world added 380 GW of new solar capacity – 64% higher than the same period in 2024, when 232 GW were installed. The rapid expansion of solar capacity has made it the fastest-growing source of new electricity generation. In 2024, global solar output rose by 28% (+469 TWh) compared to 2023, more than any other energy source.

China alone added 329 GW of solar capacity in 2024, accounting for 55% of global installations. India more than doubled its installations in 2024, with a 145% annual market increase – 30.7 GW added, up from 12.5 GW in 2023.

Driven by this building boom, many leading solar firms such as First Solar (FSLR), Sunrun (RUN), and Nextpower Inc. (NXT) are reporting 20%–35% annual top-line growth.

Right after I published my bullish note in September, solar stocks – as tracked by TAN – took off like a rocket, climbing 37% over the next five months. Then, TAN corrected and digested its gains. Over the past month, TAN has broken out of its consolidation area to reach new highs.

The sector received a boost last week from solar energy equipment and software giant Nextpower. The stock jumped 11% in one day after the company surpassed fiscal 2026 fourth-quarter earnings expectations and raised its revenue outlook based on a backlog of more than $5 billion amid strong demand. The jump sent Nextpower to a new all-time high. Enphase’s recent surge is being attributed to a bullish note on the stock from Goldman Sachs.

Although this theme has been a tremendous performer for us, the investment public is largely indifferent towards it. That leads me to think the trend has a lot further to run. It’s a bull market in virtually every form of electric power production… including the one that gets free fuel from the sun.

Keep this theme on your radar. It could enter big bull market soon

Credit: Oselote

In December 2023, the FDA approved Casgevy, the first sickle cell disease therapy built with gene-editing technology. In this treatment, a patient’s own cells are extracted, altered at the molecular level, and reinserted into the body to produce healthy blood.

Researchers published promising results of this new therapy in the New England Journal of Medicine in April 2024. They showed that nearly all patients achieved a functional cure using the gene-editing technology.

This high-profile use of gene-editing technology and others like it are poised to revolutionize medicine. It could also drive one of the biggest thematic bull markets of the next decade. More on the technology in a moment, but let’s first look at the broader health care environment…

On Aug. 18, I sent a research note to colleagues outlining my bullish view of the biotech sector’s price action. Since then, I’ve written more than a dozen updates on the biotech bull market, as the sector has outpaced the S&P by an incredible 47% to 16.4%.

The biotechnology sector comprises companies working on cures and treatments for hundreds of diseases. When investors grow interested in this industry, the returns can be incredible. During the last biotech bull market, the sector soared 300% over four years.

Biotech performed poorly from 2021 through 2025, so most investors are indifferent to it. But I see major potential here. This industry is poised to generate many stock market doubles and triples over the coming decade.

The fusion of AI plus biology will generate dozens of compelling stock narratives over the coming years. Researchers running superintelligent AI programs will be able to run millions of digital simulations of drugs and treatments. This will put medical innovation into overdrive… and create many big stock market winners.

Companies that leverage AI to “crack the code” for various diseases, treatments and drugs will enjoy 100%… 500%… even 1,000%+ stock rallies.

As the trend tailwinds blow for the biotechnology sector, the genomics subsector should do very well.

Genomics is the science of analyzing human DNA – often referred to as the “software code of life” – to create medicines and treatments. Years of innovation in this field have us on the brink of creating many customized treatments based on an individual’s DNA… and even “editing” genes to cure disease.

One way to track and trade the genomics theme is the ARK Genomic Revolution ETF (ARKG). It owns a basket of bleeding-edge genomic companies. Its largest holding, Tempus AI (TEM), is often cited as a premier way to play “AI in health care.” ARKG also holds significant positions in genetic diagnostic service firms Natera (NTRA) and Illumina (ILMN)… plus positions in promising “gene editing” companies CRISPR Therapeutics (CRSP) and Intellia Therapeutics (NTLA).

As you can see in the two-year chart below, this theme is not generating much buzz or shareholder returns right now. But keep it on your watch list. If gene-editing technology generates more high-profile “wins” like Casgevy, the trend could catch fire with investors.

Market Notes

• Our September recommendation to invest in the space economy is a giant winner. The Procure Space ETF (UFO) surged 3% this morning to reach a new all-time high.

• Psychedelic medicine giant Compass Pathways (CMPS) reached a new one-year high today.

• Our recommendation to ignore the AI bears and stay long AI infrastructure continues to pay off. AI leaders ASML (ASML), AMD (AMD), and Marvell Technologies (MRVL) reached new one-year highs today.

• Our recommendation to own Dell Technologies (DELL) is turning out to be a huge home run. Dell jumped 14% this morning to reach a new one-year high. The stock is up a massive 68% in less than two months after our note.

• Our recommendation to own power management semiconductor firm Navitas Semiconductor (NVTS) is a huge short-term winner. The stock is up 74% in less than one month after our note.

• Our recommendation to invest in scandium via Sunrise Energy Metals (SREMF) is another big winner. The stock jumped 12.5% this morning, reaching a new one-year high. The stock is up 87% since our note, less than three months ago.

Regards,

Brian Hunt
Editor, Money & Megatrends

An urgent message from our colleagues:

Major Oil Shock to Hit America

Oil prices are about to cause a ripple effect in one of the oldest, most stable markets in America. If you own any of these 5 stocks, you could lose everything.

Full story here.