The fuse is lit. Why crypto now?

This week's Monday Market Update is a big one. The mood has flipped, and Sam lays out why crypto is suddenly having a moment. Here's what he covered:

What a bull market feels like. Momentum is so strong that the levels you'd wait for keep getting cleared, and the dips are being bought. It's a shift from the stop-start bear market to a market where breakouts have sustainability and setups can be trusted.

The fuse under crypto. The bigger story: agentic AI and tokenisation. AI agents will need blockchain rails and stablecoins to transact, traditional finance is clunky by comparison, and Sam makes the case that this is the match crypto needed to light the fuse.

Bitcoin's first higher high. The close that matters. Bitcoin printed its first higher high in the series, which Sam reads as confirmation of the trend, with the structure setting up to reload for another move.

Watch the breakdown below for the full detail.