Good Afternoon,

Gannon Breslin here (co-founder of Crypto Sum) with a quick message to our readers. If you invest in crypto and crypto-related stocks, this is a newsletter definitely worth reading. At the very least, you will see what specific crypto-related stocks I am most bullish on.

Last week President Trump announced that 401k savings plans will have the ability to invest in crypto and alternative assets - a move that opens the crypto industry to trillions of dollars in new investments from US retirement savers and can potentially reshape the financial future of 90 million Americans, according to the FT.

After this massive news, I felt that it was the perfect time to finally share my Crypto Fund that I have been running for over a month.

I’ve been an avid investor for 10+ years and have intently been following, educating, and building media businesses around finance and crypto for many of those years. In fact, my first crypto newsletter I founded in late 2021, The Drop, was acquired by Blockworks in 2024.

I’ve lost count of how many times people have asked me what cryptocurrency or stock to buy, if I could manage their account, and literally everything in between.

Well, I finally have a solution.

After strategizing for months, I'm excited to announce that my hand-crafted portfolios are now officially live on Autopilot. 🔥

What does this mean? 

TL;DR: I’ve built a set of stock portfolios in which you can automatically follow my trades across several themes. All you need to do is connect your personal stock brokerage to the Autopilot app and their platform will handle the rest. Whenever I make a trade, it will automatically make the trade in your account as well.

Naturally, my first thought was to create a crypto fund, and that’s what I’ll dive into below.

Gannon’s Crypto Fund

This portfolio is my ‘on-chain exposure portfolio’, built around the thesis that crypto isn’t just an asset class - it’s a catalyst. It includes a mix of direct digital asset exposure and equities with high correlation to the crypto cycle.

Think: companies holding crypto on their balance sheets, building infrastructure for the space, or riding the wave of decentralized finance and blockchain adoption.

These are names that can rip when crypto rips, such as miners, exchanges, layer-1 adjacent tech, and stealth beneficiaries of tokenomics. Positions in this fund reflect a hybrid of conviction and momentum, where trades are driven by both long-term narratives and real-time catalysts like protocol upgrades, ETF headlines, or regulatory shifts.

Expect high volatility, fast rotations, and asymmetric bets.

*Performance since inception (6/18/25 - 8/12/25): +15.00%

📍 A Quick Breakdown Of My Current Holdings

• Robinhood ($HOOD): Robinhood is a fast-growing fintech platform known for commission-free trading across stocks and increasingly crypto, boasting a 45% revenue surge and 105% net income growth in its latest quarter. A bullish sign is its strong margin expansion and nimble execution, especially after beating earnings expectations and surging institutional interest.

• BlackRock’s iShares Bitcoin Trust ($IBIT): This is a Bitcoin ETF offering direct exposure to Bitcoin's price, with lower fees than competitors outperforming the broader market with a 112% annual return and lower fees than competitors. As stated earlier, President Trump opened the private equity and cryptocurrency industries to trillions of dollars in new investments from US retirement savers.

• Ethereum Trust ($ETHA): This is an Ethereum ETF that has shown strong uptrends and high relative strength. A large percentage of stablecoins run on the Ethereum network (such as Circle’s USDC) and many big traditional finance players such as Bank of America, JPMorgan, and others have expressed deep interest in getting into the stablecoin business.

• Coinbase ($COIN): Coinbase is the largest U.S. crypto exchange, combining trading with staking, stablecoins, and infrastructure services. Although trading revenue has softened recently, subscription and services income hit record highs, and new stablecoin legislation could unlock further upside for its platform.

• IREN Ltd. ($IREN): IREN is a data center operator powering Bitcoin mining and AI. The stock has soared over 140% in the past year and appears poised to continue its run. Recent bullish momentum comes from upward earnings estimate revisions and a technical breakout structure, hinting at further gains despite a slight earnings miss.

See all positions and trade alongside my fund below

📍IMPORTANT: This isn’t the only portfolio I have on Autopilot.

I also have my AI Fund, my Porsche Fund, and my Growth Retirement Fund.

In total, I have over $340,000 tracking my portfolios, so make sure to check out those here.

How Does Autopilot Work?

Here’s how to get started:

1. Download the app (it’s free to download)
2. Connect your brokerage (Public, Robinhood etc.)
3. Select which Pilot you’d like to Autopilot (each Pilot has a subscription price)
4. Select what portfolio you’d like to trade alongside
5. Select the amount of $ you’d like to place on the portfolio
6. Sit back and relax. Anytime the Pilot trades, your account will trade automatically

Note: If the Pilot card shows “Free Plan” that means you are not actively subscribed to the Pilot. When the Pilot makes a trade, the trades will NOT be reflected in your account.

The last thing I’ll say is this:

This year I bet on myself - I live and breathe the crypto and stock market and use countless tools to asses my portfolios and make decisions daily. This dedication to education and research has allowed me to identify early winners such as Tesla (2016), Nvidia (2020), & Palantir (2021). I am putting my full heart and mind into this. Hope to see you guys on Autopilot!

Hope everyone has a great rest of your week,

Gannon

*Disclaimer: Investment advice provided by Autopilot advisers LLC, an SEC registered investment advisor. Past performance does not guarantee future results. Investing carries risks, including the risk of the loss of principal. Performance doesn’t include fees. See more here: https://marketplace.joinautopilot.com/landing/1420