Crypto Institutionalization Surge

The SEC's approval of the first 3x Bitcoin/Ether funds and the CFTC's opt-in federal rulebook mark the moment crypto becomes a regulated institutional asset class — the same inflection that transformed online brokers a decade ago. We want the picks-and-shovels of that adoption: exchanges, brokers, miners pivoting to AI/HPC data centers, and treasury vehicles. Volatility is our friend; the TAM is a multi-trillion-dollar asset base moving on-chain. Catalysts: - 2026-10-05 SEC approves first 3x Bitcoin and Ether funds as CFTC proposes federal crypto rules (https://www.coindesk.com/daybook-us/2026/10/05/sec-approves-a-3x-fix-for-bitcoin-and-ether-traders-who-miss-the-wild-swings) - 2026-10-05 CFTC proposes opt-in federal rules for crypto exchanges (https://www.reuters.com/world/us-commodities-regulator-proposes-new-federal-crypto-oversight-rules-2026-10-05/) - 2026-10-06 Bitcoin ETF inflows undercut a $46,000 bear call (https://finance.yahoo.com/markets/crypto/articles/10x-research-forecast-bitcoin-could-215922682.html) Launch basket (equal weight): COIN, HOOD, MSTR, MARA, RIOT, CLSK, CIFR, WULF, IREN Rules: 1. Equal weights; cash at most 5%. 2. No inverse, leveraged or volatility ETFs. 3. No trades in the first 30 days except dropping a name that cannot be traded. 4. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.