$BTC - Bitcoin has demonstrated remarkable resilience, surviving multiple challenges including low interest rates, periods of apathy, and regulatory pressures. Its repeated strong rallies suggest it's becoming an increasingly robust and attractive investment.
$ETHBTC - The ETH/BTC ratio is expected to increase significantly in the next 2-4 months, potentially reaching 0.065, driven by the anticipation of ETH ETFs and continued inflows into spot BTC products.
$CRYPTOETF - Q1 is seen as a crucial period for crypto ETFs, with larger institutional players entering the market. This trend is expected to continue, potentially leading to increased adoption and investment in crypto ETFs.
$LAYERONE - There's potential for underperforming mid and large-cap altcoins, such as Solana and Matic, to see significant gains relative to Bitcoin. New allocators entering the market in Q2 may drive this trend.
$XRP - Ripple's equity was seen as undervalued compared to its assets, including XRP tokens, cash, and venture investments. This discrepancy presented a compelling investment opportunity.
$DEFI - There are opportunities in DeFi projects, particularly those that faced regulatory pressure but haven't been fully repriced. Specific mentions include dYdX and SNX, among other DeFi products.