The stances below are c8alpha's editorial distillation of Christopher Perkins'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. Christopher Perkins 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. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Every tracked call with at least one matured horizon: the rows behind the Returns
line above. A dash is a horizon that has not matured yet.
2025-10-01
USTS
bullish
Wealthion · video
DATs are superior to Solana ETFs because a CEO-led equity structure can actively redeploy capital across DeFi protocols (e.g., Kamino) and adapt strategy, whereas an ETF product is structurally frozen at launch
“I'm a big believer that DATs are going to play an important role”
90d +0.9% · 180d +0.3% · 1y -3.7%
Solana Co-Founder Anatoly Yakovenko: On-Chain Finance Will Change Everything
2025-09-08
ETH
bullish
Wealthion · video
As tokenized stablecoins and canonical on-chain securities scale to trillions, Ether becomes a strategic commodity required to secure those asset flows, analogous to a reserve currency, which creates structural demand that justifies a long-term accumulation…
“you need to control some supply to allow your dollars and your assets to move through the system”
90d -26.8% · 180d -52.3% · 1y -41.3%
Ex-BlackRock Exec: Why Ethereum Will Reshape Global Finance | Joseph Chalom
2025-07-09
Crypto Other
bullish
Wealthion · video
Genius Act provides regulatory clarity that unlocks institutional demand; AI agents will drive a transaction volume explosion; Walmart, Amazon, Mastercard and Visa are all focused on it — market cap will reach $500B by year end from current $250B
“I've called 500 by the end of the year”
Jordi Visser Believes Stablecoins are the Bridge to the New Financial System
2025-06-17
ETHEREUM
bullish
Wealthion · video
SEC ruling that staking is not a security unlocks Ethereum's ~3% real yield for investors, adding a yield-bearing dimension on top of its utility-token gas-fee model and 10-year history threshold that enables institutional risk management
“It emits about a 3% real yield... staking activities are not securities”
Crypto’s Tipping Point Is Here: Stablecoins, Tokenization & the Institutional Boom | Chris Perkins
Said again: 2025-07-09 (Wealthion)
2025-06-17
BITCOIN
bullish
Wealthion · video
Finite 21M supply combined with sovereign-level demand (US strategic reserve plus other countries following suit), ETF democratization of access, and falling regulatory risk should drive sustained appreciation as a digital store of value
“Something like Bitcoin is the best performing asset in history”
90d +10.3% · 180d -15.7% · 1y -38.4%
Crypto’s Tipping Point Is Here: Stablecoins, Tokenization & the Institutional Boom | Chris Perkins
2025-06-17
CRCL
bullish
Wealthion · video
Circle's IPO created the first publicly investable vehicle for stablecoin infrastructure exposure, and the market's strong reception confirmed pent-up institutional demand for this otherwise uninvestable asset class
“Look at Circle as a really interesting example... it shows that the market understands the pent-up demand”
90d -10.1% · 180d -49.4% · 1y -46.0%
Crypto’s Tipping Point Is Here: Stablecoins, Tokenization & the Institutional Boom | Chris Perkins
2025-06-17
USTS
bullish
Wealthion · video
Layer-one blockchains (ETH, SOL) emit native yields that can be structured into fixed income and structured products, creating an entirely new asset class for financial engineering that the market has not yet priced
“Mark my words, fixed income is going to be like one of the biggest horizons in crypto that's completely undiscovered today”
90d +3.8% · 180d +3.8% · 1y +3.4%
Crypto’s Tipping Point Is Here: Stablecoins, Tokenization & the Institutional Boom | Chris Perkins
2025-06-17
SOLANA
bullish
Wealthion · video
Like Ethereum, Solana is a yield-bearing utility token whose staking yield is now accessible following the SEC's staking-is-not-a-security ruling, giving it a dual return profile of yield plus layer-one utility
“Salana has a yield”
Crypto’s Tipping Point Is Here: Stablecoins, Tokenization & the Institutional Boom | Chris Perkins