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November 2022Bitcoin (BTC)
Called the bottom at ~$15,600 into the FTX collapse. Bitcoin later printed an all-time high of $126,210.
The public record
Conviction, on the record.
We publish our conviction calls. Execution and allocation detail is reserved for clients.
● Conviction calls, published in advance — timestamped, public, unedited
2021
Year Founded
$13M+
Assets Advised
80+
Active Clients
200+
Calls Executed
Conviction calls
Published in advance · timestamped · publicAG
2025–2026Silver (XAG)
Publicly bought at ~$32 and reaffirmed conviction through the run. Silver went on to print an all-time high of $121.
AU
Cycle start 2023Gold (XAU)
Built and held a heavy gold allocation from ~$1,900 — conviction over noise, through the full cycle. Gold reached $4,800, a +153% ascent.
WTI
2025–2026Crude Oil (WTI)
Accumulated crude near $55 while consensus was bearish — a call on geopolitical fragility, not a price target. Oil ran to $119 as the Strait of Hormuz closed.
NV
AI supercycleNvidia (NVDA)
Called the AI compute supercycle early, positioning at ~$40/share. NVDA peaked at $236.54 — a +491% move at the highs.
EXIT
23 October 2025Global Exit Call
Told clients to reduce exposure across equities — US, PSX, and global markets — and convert to cash into strength. Drawdowns followed.
EXIT
October 2025Crypto Exit
Publicly closed all crypto positions in the $109,000–$115,000 BTC range, near the cycle top — converting 100% of client crypto exposure to cash.
RISK
April 2025Macro Warning
Warned financial institutions of impending selling pressure across global financial markets — and stated we would deploy into weakness rather than sell. Corrections followed in the weeks after.
PSX
March 2026PSX
Exited PSX positions into strength ahead of the collapse. The KSE-30 crashed 9.6% in a single session, triggering a trading halt.
Direct from X
@UsmanHoldings ↗Original posts · timestamped · public
The posts below are reproduced as summarized versions of our original public X posts, preserving the original investment thesis and market conviction at the time they were published.
Silver Call · Oct 2025
Usman Holdings
@UsmanHoldings · Oct 2025
Months ago, we advised our network to accumulate silver while it remained around the $32 level. Today, with prices approaching $54, that thesis has been validated. It was about strategic positioning. Silver's repricing reflects strengthening structural fundamentals, not speculation. As industrial demand and technological adoption continue to accelerate, silver remains a strategic asset in the evolving global economy.
BTC Bottom · Nov 2022
Usman Holdings
@UsmanHoldings · Nov 2022
Crypto is undergoing a significant reset. For those who have followed our outlook: this is the cycle low. Buying near the bottom here will prove to be one of the most compelling opportunities in years — opportunities of this scale appear once every 4–5 years. Don't miss this.
PSX Exit · Mar 2026
Usman Holdings
@UsmanHoldings · Mar 2026
PSX — Exited at the Highs. Protected Through the Crash. One of the most significant breakdowns in PSX history triggered a trading halt and erased months of market gains within days. Our clients remained protected. Usman Holdings had already exited near the highs. Risk management is not about reacting to volatility — it's about positioning ahead of it.
In their words
Client testimonials
Hear directly from the people we work with — in their own words.
Testimonials reflect the experiences of individual clients and are not a guarantee or indication of future results.
Key Milestones
Est. 20212021
Usman Holdings Founded
Usman Asif — in markets since 2015, in business for himself since 2017 — founds Usman Holdings on a single principle: conviction means nothing unless it's on record. Calls are published in advance, timestamped and public.
2022
MEXC Partnership & BTC Bottom
Usman Asif becomes an Official Partner with MEXC — one of the world's leading crypto exchanges — and calls Bitcoin's bear-market bottom publicly at ~$15,600 into the FTX collapse.
2023
Equities & the AI Supercycle
Expands advisory into global equities and positions early in the AI compute supercycle at ~$40/share, well ahead of broader consensus.
2024
Multi-Asset & Real-World Ventures
Broadens into agriculture, export trade, and real estate advisory alongside metals and commodities positioning.
2025
De-Risking Into Strength & $13M+ in Advisory
Warns institutions in April, then reduces global exposure and closes crypto near the cycle top in October. Assets under advisory surpass $13M; the public record passes 200+ calls executed.
2026
Global Reach & Ongoing
Active advisory across three continents and a growing BPO practice — operating at the intersection of institutional discipline and market conviction.
Ready to work with the right team?
Our track record speaks clearly. If you want disciplined, research-driven advisory — let's talk.
Past performance is not indicative of future results. Usman Holdings provides consultancy and advisory services only. This is not financial advice.