Ever since Bitcoin broke below $100k, investment newsletters have avoided it like an uninvited guest at a party.
However, Michael Robinson is not one of them and he believes his “Genius Act Crypto Companies” are a way to tap into upcoming crypto gains without ever needing to buy a single coin.
The Teaser
The global cryptocurrency market is worth over $4 trillion and it's about to get a whole lot bigger.
Michael Robinson has been a tech guy for more than 40 years, seeing the rise of crypto and “calling Bitcoin back when it was trading at $300.”
We have reviewed some of his other past calls, including the “Quantum Infinity Chamber” Stock and Blockchain Stock Opportunity to Triple Our Money.
Up until the passage of The Genius Act this past summer, profiting from crypto required taking more steps than a powerwalker.
You needed to create an account on a crypto exchange, download something called a crypto wallet, convert your fiat dollars into crypto. It was 1995 and you were learning how to send an email all over again.
However, The Genius Act changed all of this.
It made it easier for institutions to adopt crypto and integrate the blockchain, the complicated code at the heart of cryptocurrency, into the financial system.
New SEC Chair, Paul Atkins even explicitly stated:
The aim of the Trump Administration is to move America's financial markets on-chain
So far, this has started to happen.
More than $47 billion has flowed into the crypto market, with the likes of JP Morgan, Fidelity, and BlackRock all starting various blockchain projects and crypto funds.
This, in turn, has made it easier for us as individuals to invest in crypto than ever before.
What comes next is the reason we will want to invest in it.
The Pitch
Michael has identified three exceptional companies and their names are only revealed in a special report called “The Genius Act Crypto Boom: How to Win Without Buying a Single Coin.”
All we have to do to get it is sign up to Weiss Rating's monthly tech newsletter Disruptors & Dominators.
The cost for the first year is $49 upfront (normally $129) and it comes with a full 12-month money-back guarantee.
The Tokenization of America
What happens if the whole U.S. financial system is tokenized?
It's a nice thought experiment and, objectively speaking, one that is entirely within the realm of possibility.
Think it's far-fetched?
Consider the fact that electronic trading accounts for approximately 98% of all trading in developed markets today.
If you had told this to someone in the 70s, shouting and waving his hands like a maniac to place buy and sell orders on behalf of his clients in the trading pits, they would call the present reality far-fetched as well.
Trading went digital because it's easier, more efficient, and cost effective.
The same can be said about the blockchain.
Bringing assets like commodities, stocks, and real estate contracts on-chain (tokenization), rather than keeping them on centralized or cloud servers is more efficient, cost-effective, and safer.
To put this into perspective, the value of the U.S. stock and bond markets alone stand at a staggering $120 trillion.
Add in real estate, commodities, bank deposits, and that's over $195 trillion.
Michael's reasoning is if only 10% of the above gets tokenized and moved on the blockchain, that's $19 trillion that could pour into the blockchain and crypto over time.
This is not currently priced into the market and only about $35 billion of financial assets, mainly private credit, has been tokenized to date, meaning the upside is substantial.
Per the teaser headline, the best way to profit off this emerging asset class is not through crypto.
Instead, all we need is a basic brokerage account, and the names of three companies at the heart of this new financial revolution. Let's find out what they are.
Revealing Michael Robinson's Genius Act Crypto Companies
All three names are involved with the rollout of the tokenization of America.
Starting with the…
First Genius Act Company
- It holds a 45% share of the global payments market, making it the #1 payment option in the world.
- The company recently launched a new feature that will allow businesses to accept payments in more than one hundred different cryptocurrencies.
This is PayPal Holdings Inc. (Nasdaq: PYPL).
- It holds a 45.5% share of the digital payment processing market.
- PayPal rolled out a “pay with crypto” feature last summer, allowing businesses to accept payment in more than 100 cryptocurrencies.
Second Genius Act Company
- This company second company started off as a software payment solution for small retailers, but quickly expanded into providing crypto mining equipment, self-custody crypto wallets, and Bitcoin payments for retail businesses.
- Jim Cramer said it could become the “bank of crypto.”
Block Inc. (NYSE: XYZ) is Michael's second pick.
- Block started off as Square and has since expanded into Bitcoin mining equipment with Proto and self-custody wallets such as Bitkey.
- Jim Cramer said Block founder Jack Dorsey could become the “bank of crypto“ in a past episode of Squawk on the Street.
Third Genius Act Company
- This company started out as a Bitcoin mining rig and is on track to reach $1 billion in annual revenue from Bitcoin mining alone.
- It doesn't just hold coins, it mints them, giving us exposure to BTC without having to buy it directly.
Not much to go on here, but Riot Platforms Inc. (Nasdaq: RIOT) is one name that fits the description.
- Riot is a Bitcoin miner and digital infrastructure provider, with more than $600 million in revenue through the first three qaurters of 2025.
The Best Way to Tap Into Tokenization?
Over the past three years, the total value of the tokenized asset market has 10x'ed.
VC's have aggressively invested into startups serving the space and the Nasdaq has formally submitted a proposal to the SEC to list tokenized versions of stocks on its markets.
So I'm a believer in Michael's dream of a tokenized future.
However, I'm less convinced that his picks are the best way to tap into tokenization.
There is value in PayPal at it's current price of less than 12x trailing earnings. Not so much for Block and Riot at P/E's hovering around 30.
If we stick with the central theme of the teaser – investing in tokenization without directly buying crypto. A few names stand out.
The largest U.S.-based cryptocurrency exchange, Coinbase, which trades at 20x earnings and has plans to offer tokenized U.S. stocks, is one of them.
Another is various ETFs by 21shares, which bills itself as “the simplest way to invest in the best performing asset class of the last decade using your existing bank or brokerage account.”
It also filed for the first-ever U.S. ETF tracking a real world asset focused token (ONDO) last summer, which is still pending approval.
Asset tokenization is the electronic trading of the next century and finding ways to play it is a worthwhile and profitable pursuit.
Quick Recap & Conclusion
- Michael Robinson believes his “Genius Act Crypto Companies” are a way to tap into upcoming crypto gains without ever needing to buy a single coin.
- Michael's thesis rests on the passage of The Genius Act and the growing trend of tokenizing real world assets (bringing them onto the blockchain).
- Three exceptional companies at the center of this trend have been identified and their names are only revealed in a special report called “The Genius Act Crypto Boom: How to Win Without Buying a Single Coin.” All we have to do to get it is sign up to Weiss Rating's monthly tech newsletter Disruptors & Dominators for $49 upfront for the first year (normally $129).
- Fortunately, we were able to reveal all of the Genius Act Crypto Companies for free, they are PayPal Holdings Inc. (Nasdaq: PYPL), Block Inc. (NYSE: XYZ), and Riot Platforms Inc. (Nasdaq: RIOT).
- PayPal is the most attractive of the trio from both a value and growth standpoint.
How big will tokenization be? Drop your thoughts in the comments.