The stances below are c8alpha's editorial distillation of Austin Campbell's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Austin Campbell is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
2025-07-02
XLM
bullish
Forward Guidance · video
Institutional players tokenizing real assets will converge on middle-ground blockchains with structured governance (AVAX subnets, Stellar) because pure Bitcoin-style permissionlessness is incompatible with legal asset ownership and private bank chains are…
“now is the time to start paying attention to those things”
Bringing The Long Tail Of Markets Onchain
2025-03-25
USTS
bullish
Forward Guidance · video
Stablecoin legislation (Genius Act) will let major institutions issue dollar-backed stablecoins that are effectively government money market funds, creating a massive and growing marginal buyer of Treasuries from global citizens opting out of local currencies
“Tether is probably the seventh largest buyer of Treasuries globally now and growing”
90d +1.3% · 180d +4.0% · 1y +4.7%
The Secret To Maintaining Dollar Dominance | Joseph Wang & Austin Campbell LIVE @ DAS
2025-01-30
USD
bullish
Forward Guidance · video
Trump-era regulatory clarity removes the offshore friction that was capping growth, and once regulated financial institutions can inter-operate stablecoins at full scale, the market could grow from ~$200B to $1T+ within a positive multi-year case
“your throughput could be way better in this space”
90d -6.8% · 180d -6.2% · 1y -5.5%
The Future Of Crypto & Stablecoins Under Trump | Austin Campbell
2025-01-30
BITCOIN
bullish
Forward Guidance · video
Bitcoin serves the same function as gold — a neutral, self-custodied store of value for distributing value across space and time — and a 10x to reach gold's ~$17T market cap is a credible long-run scenario
“I think the real purpose of Bitcoin is very similar to what people use gold for in the modern world”
90d -10.2% · 180d +12.5% · 1y -19.7%
The Future Of Crypto & Stablecoins Under Trump | Austin Campbell
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