Private education platform for market research, on-chain analysis, & trading.
Washington D.C.
Joined September 2023
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Brian Armstrong breaks down the surprisingly simple morning routine behind running a billion-dollar company as CEO of Coinbase
“In the morning I try to get to the gym, either cardio or weights, six days a week. While I’m there, I try to get my head right for the day.”
“I write down some of my goals, some appreciations, listen to podcasts and audiobooks. And if I ever really need a kick in the butt, I go watch some David Goggins.”
“Weightlifting I never look forward to, but I always feel good afterwards. It’s just discipline.”
We posted a deep dive on pearl-2:native on October 6th at $1.14.
Currently it’s at $2.00.
Still one of our teams favorite projects this cycle.
kaizen.gg/research/pearl-prl…
Brian Jung meets Tom Lee (currently holds $16 billion of $ETH)
Everyone had a theory about how @thebrianjung pulled off the cashcat trade.
Insider info? Larping? He addresses all of it and shows the full play, start to finish 👇
Kaizen retweeted
I cashed out over $1M on cash-cat:native
Had I held I’d be up multiple 7 figs.
In this game even when you win, it can feel like you are losing but just want to remind everyone that you need to be okay with every single win.
Each win is a blessing & it’s easy to get caught up in what could have been.
For those who missed out - it’s also okay. It’s a good sign that opportunities in crypto are still alive.
Took this photo at around $100m mc
Kaizen retweeted
We highlighted hyperliquid:native in our Alpha Report #55 on March 12, 2026 when it was sitting around $37.
What we reported then:
- Arthur Hayes published his “HYPE Man” thesis, setting a $150 target by August 2026 and calling HYPE his largest liquid altcoin bet, driven by 97% of protocol fees going to buybacks and burns.
- HIP-3 permissionless markets crossed $1.2B+ in open interest, with crude oil futures doing $1.99B in 24h volume as traders move to Hyperliquid’s 24/7 onchain orderbook during geopolitical volatility.
- Even Hayes’ bearish case gives HYPE a $58 target, implying 75% upside, while revenue sits at an $843M annualized run rate and needs only a 4% market share gain to revisit its $1.4B peak run rate.
Free Alpha Reports in the Education Tab: app.kaizen.gg
Bitcoin has often been the best-performing asset in the 60 days following major global crises, frequently outpacing both Gold and the S&P 500.
Across most major shocks in recent years, $BTC has delivered the strongest post-crisis recovery returns:
US Banking Crisis: +32%
Tariff Shock: +24%
COVID-19 Crash: +21%
Ukraine Invasion: +15%
Read today's newsletter for more updates 👇
🤖 Made with AI
BREAKING: $82B added to the Crypto Market Cap in 24 hours.
Here’s some key events for this week:
Unlocks:
$XPL ~$8M (Mar 25)
$JUP ~$8M (Mar 28)
Macro:
Tue: S&P Global Services PMI
Wed: US Crude Oil Inventories
Thu: Initial Jobless Claims
Fri: MI Consumer Sentiment & Inflation Expectations
Full breakdown in today's newsletter below 👇
