Founders Call: The Fed Actually Cut -- 3 Big Winners to Watch

Back in late May, fear in small caps was running high. Outflows were surging, investors were abandoning the space, and big tech held the spotlight.

But at LikeFolio, we know that when fear is high, so is opportunity.

Our consumer-behavior data was already pointing to overlooked companies quietly delivering real results — and that’s why we got ahead while Wall Street looked the other way with a Small Cap Opportunity Report.

We also noted the macro hinge: if the Fed leaned toward easing, the setup for small caps could be powerful. That’s why we spotlighted five unique names that stood out as opportunities when sentiment was at decade lows.

Today, our top two picks have already surged — one is up +77% and the other is up +33% since we sent the report. With the Fed’s latest decision and forward-looking posture, the exact catalyst we anticipated is now beginning to take shape.

And the early signs of capital rotation are showing up.

Bank of America reports that institutional clients have now been net buyers of small-cap equities for six straight weeks, the longest streak since late 2022.

Both single stocks and ETFs in this space saw net buying, reversing earlier 2025 trends that had been dominated by outflows. Private clients may be pulling back, but institutions are clearly stepping back in.

In this week’s Founder’s Call, we’ll revisit those two setups to explain why the gains may only be in the early innings, and what institutional activity tells us about what comes next.

And as powerful as those moves have been, Andy breaks down why Bitcoin could be the biggest winner of all in this environment — with upside potential that could catch even the most bullish investors by surprise.