It’s been a long and frankly tedious few weeks as many have left the markets, packed their bags and flown off on their summer holidays. For those who actually follow this blog, you will have noticed my absence for the past few weeks. Thankfully, I’ve been sunning myself on a beach, and not watching the slow grind down that crypto stocks have suffered over the past weeks.
There is one exception, a diamond in the rough: KR1 has been seeing the green shoots of recovery. It appears that the ALT coin market is finally awakening from its slumber and beginning the long, complicated push to the heights of the previous bull run. Now this market recovery is certainly not guaranteed, no matter how anticipated it may be. Todays market is far different to that seen from 2020-21. There is not an abundance of printed cash hitting the worlds economies every week, governments are not given out grants and stimulus cheques like candy. Finally, most of the world is still suffering a sever hangover from Covid, one that is arguably harder to shake off than the 2008 financial crash.
That said, should any stock listed in the UK (and USA OTC) benefit from an uptick in the ALT coin market, it will most certainly be KR1. This company almost runs itself; it’s very slick, and the board has an excellent eye for future returns. The model is very simple, Invest in new crypto projects at ground zero, Stake the tokens, then hopefully, given time, the tokens appreciate in value and the staked tokens bring in an income. This is a model that has yet to fail the team at KR1. The last company update – dated 31st July 2025 – showed the company bringing in an impressive £367,807 monthly income from its staking activities, whilst having an equally impressive NAV of £72,023,086 – The company is valued today at £70.95m, while this may reflect the value of the companies underlying assets, there is no reflection of the companies income, included in the valuation – nor any potential future growth, which if ALT season does hit, investors will expect KR1 to benefit from.
For this reason, KR1 is the only stock that I have added to over the summer period. The treasury companies seem to be correcting back towards their NAV. TAP Global Plc is once again suffering from stagnation, and BTC miners are just far too risky in my opinion. It seems like im not the only bull out there either, the stock has been showing almost daily gains and those looking closely enough, will have noticed that the USA OTC ticker (KROEF) is beginning to see active trading again. The last time this happened back in 2021, we see a flywheel effect, that see the shares push over £2/share at their height. Hopefully assuming ALT season does start, we will see a similar surge in interest again, as KR1 finally thaws out from the crypto winter and like a Phoenix flys again!
Disclaimer: Nothing in this article is intended as investment advice, and readers should always do their own research. The cryptocurrency sector is highly volatile and can move rapidly in both directions. I may be invested in some of the stocks I mention in these articles, so please note that my comments may be biased. Everything is my opinion, so please fact-check.
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