🎰 Coin-Bet: The New Vegas?

63+ Cheat Sheets | Advertise | SuperAI x Crypto | Free One-Shot Guides

Web3 money-making is evolving fast: 2020 Hodling → 2022 NFT Flipping → 2023 FTX Tears → 2025 Airdrop Farming. 😅 The meta shifts, so adapt or die.

Be careful with KOLs right now; the market lacks a central narrative, so check incentives before you follow. On the macro front, keep an eye on early January for Trump's new Fed Chair pick - Polymarket degens are already pricing in a 61% chance for Kevin Hassett to take control of the money printer. 💸

Here’s what we got for you today:

• 👀 Google vs. OpenAI

• ⭐ Gold moved first... BTC next?

• ⭐ Coinbase & prediction markets

• 🔥 Burning hot takes for the road

We have entered the "Panic Button" phase of the AI War. GPT-5.1 drops. Gemini strikes back 6 days later. It feels like a slap-fight over who has the smarter chatbot.

But you are watching the wrong battle. While everyone obsesses over benchmarks, the real war is being fought on the balance sheet. And right now, one side is paying rent, while the other owns the building.

3️⃣ BEGINNERS ROAD TO PRO TRADERS

Day 3: Do You Actually Own Your Crypto?

“I have my coins on Binance, isn't that a wallet?" Stop right there. 🛑 If you learned one thing from the last cycle, let it be this: Not your keys, not your crypto.

In Lesson 3 of our AI x Crypto series, we are tackling the most important topic in this entire industry: Security & Self-Custody. We are stripping away the scary jargon to explain exactly how to be your own bank—without losing your mind (or your money).

It’s a practical survival guide for anyone holding digital assets. Ready to finally understand how a wallet actually works?

🥇 GOLD MOVED FIRST. IS BITCOIN NEXT IN LINE FOR 2026?

History has a funny way of rhyming. No global reserve currency has held the throne for 100 consecutive years. The average reign is about 94 years. The US Dollar has been the king since the 1920s, that’s 81 years! The clock is ticking, and the cracks are starting to show. We are witnessing a slow-motion exodus from the Dollar, and the smart money is betting on what comes next.

Here is the macro setup for a potential $BTC ( ▼ 0.69% ) sovereign run in 2026.

1. The Great USD Exit📉

The numbers don't lie. The USD share of global reserves has dropped to 56.3% (lowest in history), down from 71% in 2000.

• The DXY: Broken below 100, trading around 99.4.

• The Sellers: Central Banks are dumping USD to buy Gold.

• The Geopolitics: Russia and Kazakhstan stopped using USD for trade completely. Saudi Arabia is selling oil for Yuan.

• The Bigger Issue: There is no Fiat successor. The Yuan is capital-controlled; the Euro is fractured; the Yen is drowning in debt. The world needs "Neutral Hard Money."

2. Gold Led the Way... Bitcoin Follows

2024-2025 was the year of Gold. Central banks bought 1,100+ tons, pushing prices up 50%. $BTC ( ▼ 0.69% ) is currently following the exact same adoption curve, just on a 5-7 year lag.

→ We are moving from "experimental pilots" to "national policy."

→ Sovereign FOMO:

• Trump’s Executive Order for a Strategic Bitcoin Reserve;

• The Czech Central Bank launching a BTC pilot (first in EU);

• Luxembourg allocating 1% into BTC

Gold is heavy, expensive to store, and hard to move. Bitcoin is instant, audit-able, and finite.

3. The 2026 Thesis

If 2025 was the "Gold Rush," 2026 is shaping up to be the year Bitcoin policy matures. We expect the US Strategic Reserve law to pass, followed by copy-cat moves from EU and Asian funds. With 75-80% of BTC in the hands of long-term holders, a sovereign supply shock would be violent.

My Take: A New Financial Weapon? 🤔

Let’s be realistic. Bitcoin is likely not going to replace the USD as the global currency for buying coffee or paying taxes. Most nations are still too skeptical to abandon fiat entirely.

However, the narrative is shifting. It’s not about Bitcoin killing the Dollar; it’s about the US (and others) using Bitcoin as a financial weapon. The US recognizes that if they can't stop crypto, they must control the supply. By building a Strategic Reserve, the US is essentially "backing" the Dollar with the hardest asset on earth to maintain dominance. 2026 won't be the year fiat dies, but it might be the year Bitcoin becomes a required asset on every Central Bank's balance sheet.

Do you think the US Reserve Law passes next year?

There’s a reason mobile home parks are getting so much institutional love.

They remain one of the key affordable-housing sources nationally, have limited supply and high tenant retention (10-12Y). Investors can see tremendous upside with professionally-managed MHP portfolios such as Vintage Capital’s, which targets a 15-17% IRR and makes monthly distributions. Invest directly in individual deals or via a 10+ property fund. 1031s also available.

🔮 COINBASE WANTS TO OWN YOUR BETS: ACQUIRES THE CLEARING CO.

If you thought Coinbase was just happy selling you spot Bitcoin, think again. They aren’t just trying to be a crypto exchange anymore. They want to be the "Everything Exchange," and step one is owning the hottest narrative of 2025: Prediction Markets. On Dec 23, Coinbase officially pulled the trigger on acquiring The Clearing Company, a rising star in the prediction market space founded by ex-Polymarket and ex-Kalshi veterans.

Here is why Brian Armstrong is aggressively aping into the betting game.

1. The "Avengers" of Prediction Markets

This isn't a random purchase. The Clearing Company was founded by former heavyweights from Polymarket and Kalshi.

→ Coinbase didn't just buy code; they bought the playbook. By grabbing a team that knows the ins and outs of both the offshore (Polymarket) and regulated (Kalshi) worlds, Coinbase is fast-tracking its own betting infrastructure.

→ This is Coinbase’s 10th M&A deal in 2025 (joining Deribit, Iron Fish, etc.). They are aggressively rolling up the entire stack.

2. Coinbase's Legal Power Play

Here is the strategic masterclass. Coinbase is currently suing 3 states (Michigan, Illinois, Connecticut) to force Prediction Markets under the CFTC’s rule, rather than state gambling laws.

→ The Clearing Company has already applied for DCO (Derivatives Clearing Organization) status. If approved, Coinbase creates a fully regulated, compliant version of Polymarket inside the app where millions of users are already KYC’d. No VPNs required.

3. Follow the Volume (and the Taxes)

Prediction markets did $8B in volume in Nov 2025 alone. Users are addicted, retention rates here are higher than spot crypto trading.

→ The Tax Alpha: With Trump’s proposed "One Big Beautiful Bill" potentially limiting gambling loss deductions to 90%, Prediction Markets (treated as financial contracts) might become the tax-efficient alternative to traditional Sportsbooks. Coinbase sees this capital flight coming.

My Take:

Retail investors love two things: Volatility and Being Right. Prediction markets offer both. Polymarket proved the Product-Market Fit, but onboarding is still friction-heavy for normies (bridging USDC, using VPNs).

Coinbase is removing the friction. Open app → Click "Will BTC hit $100k?" → Bet. If they nail the UI, they don't just compete with Polymarket; they compete with DraftKings. The "Gambling" meta is getting professionalized, and Coinbase wants to be the house. 🏠

Faster access to cash when you need it: Borrow up to $500 instantly for a simple flat fee

Customers can qualify for Cash App Green by spending $500 in Qualifying Purchases using your Cash App Card or Cash App Pay per month, or by depositing $300 of Qualifying Deposits per month. Eligibility restrictions apply to some benefits. See Terms and Conditions for more information.     

Unlock Borrow limits up to $400 for first time borrowers, and get limit increases of up to $300. Borrow eligibility and limits depend on several factors and are not guaranteed. There are multiple ways to increase your Borrow limit, see here for more details. Borrow limit increase for spending may be lower than limit increase for depositing. Limit increases are subject to change. Borrow is not available in Colorado or Iowa. Borrow loans serviced by Square Financial Services, Inc. issued by First Electronic Bank or Square Financial Services, Inc. $500 limit includes Cash App Green limit increase. As of October 1, 2025, the average limit for first time borrowers who are spend actives is $153.

🔥 BURNING HOT TAKES FOR THE ROAD

Solana ($SOL ( ▼ 0.53% ) ) just introduced "Kora," enabling fee-free transactions and lets users pay gas with any token (not just SOL). Read more

Hong Kong is easing restrictions, with regulators drafting rules for insurance companies to invest in crypto and digital infrastructure. Read more.

Justin Sun ($TRX ( ▼ 1.39% ) )’s locked $WLFI ( ▼ 2.04% ) allocation has crashed $60M in value since September, with no way to exit the Trump-backed project yet. Read more

Polymarket volumes are surging amid speculation that it's prepping a Layer 2 and potential token, driving a spike in activity. Read more.

🤡 SPICY MEME

💌 SHOUTOUT FROM OUR FIRESTARTER

We read your emails, comments, and poll replies daily

Hit reply and say Hello, we'd love to hear from you!

And if you’ve got a friend deep in crypto (or just getting started), feel free to forward this to them. They can sign up here. Cheers!

⚠ This newsletter is for informational purposes only and should not be considered investment advice. Traders should conduct thorough research, understand the risks, and carefully evaluate their decisions before investing in cryptocurrency.