Happy Thursday!

Kevin O’Leary said owning Bitcoin and Ethereum is enough if you want crypto exposure. Does his portfolio match his advice?

Kalshi banned a Virginia Senate candidate for betting on himself — but he says he wanted to get caught! What’s behind this crazy story?

Plus, while Wall Street panics, Benzinga Edge members stay one step ahead of the chaos. With real-time portfolio alerts, actionable stock ideas, and pro-grade tools…you get the complete investor’s arsenal as well as new stock ideas every single week.

TOP STORY

Kevin O'Leary Says 'Just Own Bitcoin And Ethereum' As Altcoins 'Never Came Back'

Kevin O'Leary cut his crypto holdings from 27 coins down to two after the October 2025 crash — Bitcoin and Ethereum — and says that's all investors need to capture 97% of crypto market volatility.

"The poo-poos collapsed last October and never came back," O'Leary said, confirming he dumped every altcoin position.

His current allocation: 90% Bitcoin and Ethereum, with the remainder in USDC.

His Bitcoin price target is $150,000-$200,000, contingent on the Digital Asset Market CLARITY Act passing and bringing institutional capital into a regulated framework. Crypto-linked assets now represent 19% of his full portfolio

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While Wall Street panics, Edge members stay one step ahead of the chaos. With real-time portfolio alerts, actionable stock ideas, and pro-grade tools…you get the complete investor’s arsenal — ready to help you profit in any market, starting now. Access stock rankings, power lists, done-for-you portfolios, and new stock ideas every single week.

QUICK N DIRTY

Bitcoin, Ethereum, XRP are consolidating as markets continue to trade sideways amid the Iran war stalemate: here’s what else is driving markets today.

Tom Lee is staying true to his bullish outlook: he said he expects the “best 18-24 months ever” and BMNR stock seems to agree today.

Sam Bankman-Fried remains behind bars, but his investments made during the FTX era are doing fantastic: here’s which top companies SBF caught for many multiples.

FINTECH FOCUS

Virginia Senate Candidate Banned From Kalshi For Betting On Himself: 'I Wanted To Get Caught'

A Virginia Senate hopeful just got hit with a $6,300 fine and a five-year ban from Kalshi for betting on his own election.

Mark Moran — former Wall Street banker, HBO Max's FBoy Island alum, and Solana meme coin endorser — says the $100 wager was a deliberate sting to expose "corruption" at the company.

Kalshi's version is different: Moran "acknowledged the trades were improper," refused to settle, and stopped responding to correspondence.

Two other congressional candidates got swept in the same enforcement round — Minnesota's Matt Klein paid $540 and Texas's Ezekiel Enriquez paid $784, both receiving five-year bans.

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