Lark Davis: My Bull & Bear Thesis for Digital Assets in 2026

The vast majority of altcoins won't return to all-time highs and they don't deserve to.

In this episode, 

breaks down his portfolio strategy and reveals which cryptoassets are actually worth holding for the next 10 years.

We also covered Wall Street's tokenization wave, the XRP vs LINK debate, and why retail is getting left out of the biggest wealth transfer in crypto history.

Andy and Lark discuss:

- Why Most Altcoins Are Fundamentally Overvalued
- The Token vs Equity Problem Destroying Value
- Concentration Over Diversification Strategy
- Wall Street's Tokenization Wave (And How Retail Gets Left Out)
- XRP vs Chainlink: Who Really Owns Banking?
- The 10-Year Assets Worth Holding

The Rollup