Investors / stance tracking
What Joe Mccann is saying
Founder & CIO, Asymmetric
13 dated public stances tracked since 2024-08-16, most recently 2025-03-07. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Joe Mccann'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. Joe Mccann is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
13
tracked stances
5
themes
0
side flips
2025-03-07
last heard
Returns 90d +15.5% (n=11) · 180d +19.1% (n=11) · 1y +18.0% (n=9)
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.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| BITCOIN | 2 | 2 bullish | 2025-03-07 | |
| SOL | 2 | 2 bullish | 2025-03-07 | |
| BONK | 1 | 1 bullish | 2024-08-16 | |
| ETH | 1 | 1 bearish | 2025-03-07 | |
| JTO | 1 | 1 bullish | 2025-03-07 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-03-07
BITCOIN
bullish
Wealthion · video
Fixed supply combined with accelerating sovereign/institutional accumulation via ETFs and direct holdings, US regulatory clarity, reversal of SAB 121 enabling bank custody, and global liquidity expansion pointing to ~10x price appreciation by 2030 with a…
“I think we're close to a million dollars Bitcoin by 2030”
90d +17.2% · 180d +28.9% · 1y -22.4%
Joe McCann: Solana Bull, Bitcoin's Million-Dollar Future & Ethereum's Fate
2025-03-07
SOL
bullish
Wealthion · video
Superior high-throughput architecture represents the 'iPhone moment' vs Ethereum's BlackBerry, five consecutive months dominating all-chain DEX volume, and infrastructure now mature enough to drive mass consumer app adoption via stablecoins and web3…
“If you take the fastest horse... the fundamentals are just lights out right now”
90d +13.4% · 180d +27.5%
Joe McCann: Solana Bull, Bitcoin's Million-Dollar Future & Ethereum's Fate
2025-03-07
ETH
bearish
Wealthion · video
Architectural design decisions prevent Ethereum from becoming a consumer-adopted chain, it cannot meaningfully pivot to another vertical, and it has dramatically underperformed both Bitcoin and Solana since 2021 with no fundamental catalyst to reverse that…
“We owned exactly zero Ethereum at the fund and we still see no real reason to own it this year”
Joe McCann: Solana Bull, Bitcoin's Million-Dollar Future & Ethereum's Fate
2025-03-07
JTO
bullish
Wealthion · video
Solana-native protocol generating billions in annualized revenue run rate while remaining wildly undervalued relative to that cash flow, benefiting from Solana's dominant DEX activity
“Its annualized revenue run rate is in the billions of dollars. It's wildly undervalued, at least in my opinion”
Joe McCann: Solana Bull, Bitcoin's Million-Dollar Future & Ethereum's Fate
2025-01-08
long SOL / short ETH
pair
Forward Guidance · video
Solana has superior growth fundamentals and an incoming ETF catalyst while Ethereum's L1 business model is being cannibalized by its own L2s and validator growth has peaked, making long SOL / short ETH the best asymmetric crypto trade of 2025
“long SOL short ethereum and that trade has worked extremely well”
90d +9.2% · 180d +6.7%
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
2025-01-08
long DOGE / long PEPE / long BONK
basket
Forward Guidance · video
Blue-chip meme coins at 50% below current levels represent no-brainer buys given established liquidity, community size, and cross-chain representation (DOGE on its own chain, PEPE on Ethereum, BONK on Solana)
“if these things are trading 50% below from where they are right now I got to believe that that is a no-brainer Buy”
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
2025-01-08
short BITCOIN / long BITCOIN
spread
Forward Guidance · video
At a ~75k Bitcoin dip with VIX elevated, sell at-the-money or in-the-money puts to finance call spreads targeting end of Q1/Q2, expressing convex bullish exposure at a cheap premium cost in a high-implied-vol environment
“we would love to be selling you know at the money or even in the money puts to buy monsterized call spreads for call it end of q1 end of Q2”
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
2025-01-08
short SOL / long SOL
spread
Forward Guidance · video
Solana's March token unlock will be a non-event — traders will sell pre-unlock creating a dip, then the event passes and SOL rips, making a March/April calendar spread a favorable risk/reward setup to capture the time-decay asymmetry
“you can look at something like calendar spreads in salana for March April time frame probably does probably a decent risk reward”
FLASH UPDATE: The Dollar Rally Isn’t Over — What It Means For Risk Assets | Joe McCann
2024-08-17
long SOL / short ETH
pair
Wealthion · video
Solana's parallel-processing architecture is the iPhone to Ethereum's BlackBerry — Ethereum's single-threaded legacy design cannot scale while Solana enables cheap parallel compute, confirmed by SOL outperforming ETH +35% YTD even as ETH received spot-ETF…
“the relative value trade here long Soul short eth”
90d +0.2% · 180d +1.3% · 1y -24.7%
Weekly Recap: Crypto Outlook, Recession Alerts, and the US Election
2024-08-16
SOL
bullish
Wealthion · video
Solana's parallel-processing architecture is fundamentally superior to Ethereum's single-threaded design, it has already flipped Ethereum on every key metric (DEX volumes, transactions, wallet signatures) while trading at roughly 20% of Ethereum's market cap…
“salana has flipped every metric associated with ethereum — I don't know why you wouldn't remain long this thing”
90d +31.6% · 180d +9.9% · 1y +24.3%
Running the World’s Top-Performing Fund: Crypto Meets Macro Mastery | Joe McCann
2024-08-16
BITCOIN
bullish
Wealthion · video
Global liquidity cycle is nowhere near a peak, coordinated central bank rate cuts (Fed, ECB, BoC) plus China PBOC stimulus will inflate risk assets, and Bitcoin as a structurally hoarded asset with growing institutional accumulation (BlackRock) faces a…
“my answer to the price target for Bitcoin is higher — it's always going higher”
90d +48.2% · 180d +66.2% · 1y +99.4%
Running the World’s Top-Performing Fund: Crypto Meets Macro Mastery | Joe McCann
2024-08-16
BONK
bullish
Wealthion · video
Memecoins as a sector have historically been among the best-performing assets over a decade, and BONK as Solana's leading memecoin provides portfolio beta and upside optionality as crypto adoption rises, making a small allocation net accretive to a crypto…
“I don't think it's foolish, I think it's actually net accretive to a portfolio that will expand as crypto adoption continues to rise”
Running the World’s Top-Performing Fund: Crypto Meets Macro Mastery | Joe McCann
2024-08-16
long SOL / short ETH
pair
Wealthion · video
Solana has outperformed Ethereum by 35% YTD even as Ethereum received spot ETF approval, Solana's parallel-processing design enables use cases that are structurally impossible on Ethereum, and Ethereum is over-owned and difficult to pitch on Wall Street while…
“what's the relative value trade here — long Sol short Eth — it's up 35% year to date”
90d +6.9% · 180d +4.0% · 1y -20.5%
Running the World’s Top-Performing Fund: Crypto Meets Macro Mastery | Joe McCann
Idea Scout Weekly
Every Sunday: who said what across the tape we track — 845 voices, 2,419 episodes and articles — with side-flips and points of disagreement called out. Free. How we track it.
Free · double opt-in · unsubscribe in one click