Friends,

Don’t let the headlines fool you.

Yes, NVIDIA just reported another extraordinary quarter. Profits tripled.

And yes, it was a generational opportunity when I first recommended it back in 2015, before it surged more than 25,000%.

But great companies don’t always make great investments at today’s prices.

NVIDIA isn’t cheap anymore.

And more importantly, the massive life-changing gains are no longer happening in AI’s First Act.

The real opportunity lies with Act Two.

It’ll be made by owning the companies quietly deploying AI to cut costs, expand margins, and compound cash flow year after year.

This is the same phase where the biggest fortunes were made after the internet was already built.

Amazon, Google, and Netflix didn’t build the internet. They applied it to rewrite entire industries, and that’s where the explosive gains came from.

That’s why instead of buying NVIDIA here, I’m recommending these stocks that are trading at a fraction of the price of the average high-flying AI stock.

I urge you to look at these names before July 8th.

I’ll walk you through each one and why AI’s Second Act matters.

Let The Game Come To You!

Big T

In case you missed it, here’s Big T’s Digital Asset Daily

Bitcoin crossed $82,000 last week. Then it hit resistance and slid back into the $77,000 range. The breakout that seemed to be forming has stalled for now.

I’ve seen this before. And I know the question it raises. Readers write in asking some version of the same thing: “Teeka, is the thesis still intact?”

It is. I’m going to show you exactly why.

The Signal Nobody Is Talking About

Recent events in the Middle East just revealed one of the most important real-world use cases for bitcoin I’ve seen in years. And almost nobody is talking about it.

Since the end of February, the U.S. and Israel have been at war with Iran, which responded by restricting shipping through the Strait of Hormuz. A ceasefire took effect on April 8, but tensions in the region remain active.

It’s not my place to tell you what to think about geopolitics or foreign policy. My job is to help you understand how global events shape the markets, so you can make informed decisions that help you build your family’s wealth.

What has happened since the ceasefire is something every serious bitcoin holder should understand.

Cut off from Western financial networks and holding effective control over the Strait of Hormuz, Iran is moving to monetize that position and cement its grip over the world’s most critical energy passageway.

On May 16, Iranian state media reported the launch of Hormuz Safe, a bitcoin-settled maritime insurance platform for cargo transiting the strait.

To understand why this matters, you need to know what the strait is worth. It handles roughly 20% of the world’s daily oil supply. That translates to about $2 billion in daily oil value alone.

Foreign cargo ships transiting the strait need maritime insurance to operate.

Western protection and indemnity (P&I) clubs, the international syndicates that have underwritten global shipping for centuries, are prohibited under sanctions from covering vessels moving through Iranian-controlled waters.

Those that haven’t pulled out entirely have raised war-risk premiums as much as 32x pre-war rates, pricing most commercial operators out of the market entirely.

Tehran saw the gap and moved to fill it.

Hormuz Safe positions Iran as the insurer of last resort for foreign ships wanting to transit the strait. Ship operators select a coverage tier, pay the premium in bitcoin, and receive a cryptographically verified digital receipt the moment the blockchain confirms the transaction.

Iran collects the premium from operators who have no sanctioned alternative. 

The settlement runs entirely outside Western financial rails, with no banks, no SWIFT, and no dollar-denominated intermediary required.

Tehran turned a sanctions-created coverage gap into a revenue stream, priced in an asset no government can freeze.

Iranian officials project the platform could generate more than $10 billion in annual revenue if it captures a meaningful share of regional shipping insurance demand.

As of this writing, Iran has yet to confirm Hormuz Safe is operational. The full scope of the platform remains to be seen. But what it establishes is this: A sovereign government publicly adopted bitcoin as the actual settlement layer for international commerce.

I Predicted This in 2022

I predicted we’d see this happen back on March 14, 2022.

Russia had just invaded Ukraine. The U.S. and its allies froze more than $600 billion in Russian national assets overnight. At the time, bitcoin was down 45% from its prior all-time high. It had dropped from $68,000 to $37,600.

Here’s what I wrote on that day:

The West can cut off the world’s 11th-biggest economy and nuclear power in a blink of an eye… what does that mean for our country? I believe bitcoin will be the biggest long-term winner.

Regardless of how you feel about that conflict, every other nation on earth started asking the same question: could this happen to us?

For some, that question became a directive. Build financial infrastructure outside the reach of Western sanctions. Iran’s Hormuz Safe platform is one of the clearest examples of what that looks like in practice.

A government just structured sovereign financial infrastructure using bitcoin: insurance contracts, on-chain settlement, and cryptographic receipts, all denominated in bitcoin, over a waterway that handles one-fifth of global oil trade.

Bitcoin doesn’t need a central bank’s permission or a congressional vote to do this. It works because of what it already is: borderless, uncensorable, and impossible to freeze.

Iran is the most visible example. But the same underlying pressure is showing up in places that still have full access to Western financial systems.

In January 2025, Czech National Bank Governor Aleš Michl formally proposed adding bitcoin to the bank’s reserves, framing it explicitly as a reserve-management diversification tool alongside gold and equities.

The CNB board approved the study, and by November 2025 the bank made its first purchase of roughly $1 million in bitcoin and blockchain-based assets, specifically to gain operational experience with digital-asset custody and settlement.

By April 2026, Michl was publicly arguing that bitcoin could improve sovereign reserve returns without meaningfully raising overall risk, pointing to its low long-term correlation with traditional assets. That framing matters more than the dollar amount.

The U.S. dollar’s share of global foreign exchange reserves has fallen from 60% to 43% since 2000. Central banks are already diversifying.

Once one institution frames bitcoin as a reserve asset, the professional risk calculus shifts for every other bank governor who follows. And unlike gold, bitcoin held in self-custody requires no vault in New York.

That’s how sovereign adoption turns bitcoin into a multitrillion-dollar asset.

What Matters Right Now

While the market is watching bitcoin’s daily price action, I’m focused on the underlying thesis for bitcoin. And it just got materially stronger.

That’s why I always remind you not to confuse short-term price swings with the long-term adoption trend. I said that in 2022 after bitcoin dropped to $37,600. It applies just as much today at $77,000.

I believe bitcoin is becoming the foundation of a new global monetary regime.

As I’ve seen in every crypto cycle, the largest gains will go to the protocols and platforms that capture the capital flows bitcoin makes possible.

My research suggests one of the biggest beneficiaries will be stablecoins.

Stablecoins solve one of crypto’s major problems: volatility.

They keep price stability by pegging their value to another asset, maintaining reserve assets as collateral, or using algorithmic formulas that control supply. Many of them are pegged to the U.S. dollar (USD) and trade at or near $1.

They’re popular among unbanked populations because, as digital assets, they enable anyone to send value to anyone else anywhere in the world at any time.

Juniper Research projects this market will grow to $5 trillion by 2035, nearly 14 times its current size. And the regulatory environment has never been more favorable.

When the GENIUS Act became law last year, it cracked open access to the $117 trillion global bank deposit market, the total value sitting in traditional banks around the world.

Stablecoins provide the rails to move massive chunks of that money over the blockchain.

I recently put together a briefing on the specific altcoins I believe are best positioned to profit as this parallel financial system continues to take shape.

You can stream it right here…

In that briefing, you’ll also learn more about the $117 trillion stablecoin opportunity, including details on six projects trading at deep discount right now.

One of them is a company I believe will become the gateway between Wall Street and stablecoins.

When the market finally awakens to this trend and reprices these altcoins higher, those positioned in the right ideas could see 10x, 15x, or even 20x gains from here.

What Iran showed us in the Strait of Hormuz, and what the Czech National Bank confirmed with its reserves, is that bitcoin adoption at the sovereign level is no longer a prediction. It’s a documented trend.

The stablecoin layer is where that adoption turns into capital flows. And following capital flows is how you build wealth.

Let the Game Come to You!

Big T

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