The Market’s Down—Here’s How to Win Anyway

GM. Change of schedule, Touching Grass is now a Thursday newsletter, can you believe that? Anyway…

Here’s what we’ve got for you today:

• This week in one number

• How to “make it“ in 2025 Edition

• Weekly Wisdom

That’s how much the crypto market is down from its ATH.

If the market recovers, the only question: how much of it will be yours?

The market’s bleeding red, but here’s the truth:

Downturns aren’t the end — they’re the opportunity.

If you know where to look, this could be your setup for the next big wave.

Here’s how to stay ahead and thrive in 2025:

1. Follow the Macro Narratives

The rules of the game are shifting. Macro trends drive crypto now, and they’re louder than ever.

AI is booming in traditional markets, and the same hype is spilling into crypto. Nvidia’s CEO is calling edge AI and autonomous systems the next big frontier.

Here’s the edge: Look for projects aligned with these trends before they explode.

Governments are shaping the story, too:

• DePIN (Decentralized Physical Infrastructure): Changing telecom, logistics, and beyond.

• DeSci (Decentralized Science): Reinvents how research gets funded.

Governments spent $56B on smart infrastructure last year.
DePIN is primed to grab a piece of that action.

2. Watch the Politicians

Think politicians don’t matter? Think again.

Nancy Pelosi famously outperformed the S&P 500 by 30%.
Now imagine tracking wallets of pro-crypto lawmakers like Senator Lummis.

Lummis bought BTC six times in 2024 — right before the major rallies.

Here’s another example:

Some of their wallets are public. Their moves are visible.

3. Bet on Recycled Narratives

Crypto thrives on comebacks.

• DeFi Summer (2020) → DeFi 2.0 (2022) → DeFi AI (2025)?

• NFTs (2021) → Gaming NFTs (2023) → NFTs 2.0 (2025)?

Institutions are sniffing around—this isn’t a retail-driven move anymore.

Position early.

The Bottom Line

Red markets test your patience. But they also reward those who prepare.

Here’s how to win:

• Spot the macro trends.

• Track what governments and politicians are doing.

• Jump on the next narrative cycle early.

The market’s down, but your strategy shouldn’t be.
The ones who adapt now will thrive later.

Are you ready to turn this downturn into opportunity?

Weekly Wisdom: