There is a stark contrast between the cryptocurrencies dominating the negative news flow and heavy losses and those quietly generating strong returns in the background. Bitcoin entered a bearish trend and as pointed out last week, two tokens we flagged defied the selloff entirely. Stellar (XLM) and Jito (JTO) returned +29% and +16% respectively, against a -13% decline in Bitcoin. Both were called out in last week's report as carrying "idiosyncratic upside momentum driven by project-specific catalysts", and they delivered.

Between mid-March and mid-May, our Trading Signals crypto equities model generated 14 signals. 12 of the 14 showed positive returns; 10 are fully closed. The two remaining are MicroStrategy, a three-month trade that was initially in the money but has been pressured in recent days, and our most recent Bitcoin signal. Across closed trades, the average return was +28.8%.

This is precisely what the 10x Model Portfolio is built to capture. Since its launch on April 9, 2026, Bitcoin is down -9%. The portfolio is up +23.5%. That's a +32.5% outperformance in one of the more challenging stretches the market has seen. Knowing where the catalysts are and positioning ahead of them is what separates token selection from index exposure.

Traders who followed our framework and preferred positions are navigating this selloff from a position of strength, while many others are under pressure. That composure matters: the next decision is best made with a clear head, not under duress. Despite the challenges that Bitcoin/Ethereum are facing, there are plenty of opportunities with real catalysts as we show below as this week's report is another map of where those catalysts are unfolding.