Michael A. Gayed, portfolio supervisor at Toroso Investments and writer of macro analysis service The Lead-Lag Report, has put the XRP neighborhood on alert after a collection of posts teasing a significant associated initiative.
Gayed Teases Yen-XRP Technique
Gayed, a CFA charterholder recognized for his bearish, risk-focused market commentary, first flagged the cryptocurrency on December 4, posting: “May do one thing associated to XRP.” A day later he tied that tease on to his broader macro outlook, writing: “You understand how I at all times say we’re fucked? It’s time to discover a method to revenue from it. May contain the Yen. And XRP.”
On December 6, he indicated that his curiosity within the token wouldn’t be a one-off comment, stating: “Going to do an extended type put up on XRP shortly.” In a separate message the identical day he warned followers, “May get annoying as fuck about XRP,” and urged them: “Put your notifications on for my account.”
The tone shifted additional on December 7 from exploration to concrete signaling. Responding to hypothesis that he was chasing social metrics, Gayed insisted: “It’s not engagement farming. I’m engaged on one thing massive. Large trace will likely be revealed this Thursday.” With out specifying whether or not he’s referring to analysis, a buying and selling technique, or a product, he made clear that the token will likely be central to no matter he’s making ready.
In a ultimate be aware to shut out that sequence, Gayed addressed the neighborhood immediately: “Goodnight XRP military. I wrote this track. It’s yours now.” The track, shared along with his followers, has since been circulated by outstanding accounts, cementing his outreach to one among crypto’s most vocal retail bases.
Goodnight XRP military.
I wrote this track.
It’s yours now. pic.twitter.com/7EPjl65Twh
— Michael A. Gayed, CFA (@leadlagreport) December 7, 2025
What makes this notable is not only the content material of the posts, however who’s posting them. Gayed operates on the intersection of conventional asset administration, ETF work and cross-asset macro analysis. His Lead-Lag framework is constructed round intermarket alerts and threat regimes, and he has repeatedly warned of underpriced systemic threat in international markets.
In opposition to that backdrop, the road “May contain the Yen. And XRP” suggests he’s engaged on a structured macro thesis that by some means connects forex dislocations, his adverse outlook and the token. Nonetheless, he has not but disclosed any particular commerce construction, allocation determination or product plan.
As of now, the verifiable details are restricted: Gayed has promised a long-form evaluation, has said he’s “engaged on one thing massive,” has explicitly rejected the concept that that is “engagement farming,” and has linked the token and the yen to his long-standing message that markets are in a precarious state. The precise nature, timing and market impression of his deliberate initiative stay unknown.
Till he publishes the promised long-form piece or a proper announcement, holders and broader market individuals solely know one factor for positive: a high-profile macro and ETF strategist has determined to make XRP a central theme of his upcoming work—and he desires everybody watching when he does.
At press time, XRP traded at $2.089.
Featured picture created with DALL.E, chart from TradingView.com
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