Bitcoin’s Back, Venezuela Regime Change, Memecoins, 2026 Mega Trends

Bullish:

• $BTC - Bitcoin is set for a major rally to new all-time highs with consolidation complete, muted leverage, and broader risk appetite returning.

  • “I was super bullish on Bitcoin. And I just know that when you get this massive drawdown in altcoins that you can never short if you're bullish the market because you're going to get these ridiculous rallies”

    Avi·1:01

  • “I think that Bitcoin could easily tag 100, 100 and 5, at which point I'd be reducing a little bit”

    Avi·2:53

  • “Really, like my take is that this is the new all time high run. That if you just hold on to your seat, that you're probably going to be able to sell 125 ks at some point in the next six weeks.”

    Avi·4:05

  • “I think this is the run to fresh all time highs. I'm fully invested as far as Bitcoin is concerned.”

    Jonah·4:39

  • “This is going to look like a generational entry in ten years. I really believe Bitcoin's going to a million dollars.”

    Jonah·17:24
• $GLD - Gold continues to benefit from global currency debasement and geopolitical uncertainty, outperforming even equity markets.

  • “Gold is in for a ride. We are off to a really, really, really great start this year.”

    Avi·2:23

  • “the dollar is just getting destroyed. From basically every angle, the dollar is getting destroyed, that hard currencies, commodities are outperforming everything.”

    Avi·9:11

  • “gold was up 60% last year and equity markets were up 20%, regardless of whatever AI is doing is the real thing that's happening right now, is that there's a massive devaluation of currencies around the world.”

    Avi·10:04

  • “if you see any inkling of that going down, I think you're buying a ton of gold, you're buying a ton of BTC because when the geopolitical winds shift, non sovereign currencies tend to do well.”

    Avi·35:46
• $DEFENSETECH - Defense spending set to massively increase with NATO targeting 5% of GDP by 2035, creating opportunities in defense tech startups.

  • “you have NATO countries by the end of two thousand thirty five all saying together, We must hit 5% of GDP when it comes to defense spending. The US is at 3.4. Every other European country is below that.”

    Avi·49:26

  • “there is a lot of money that's going to come from the government into defense tech over the next five to ten years”

    Avi·50:11

  • “So maybe you want to start investing in defense tech companies.”

    Avi·16:35
• $PALLADIUM - Palladium showing extreme volatility with Bitcoin-like moves, benefiting from currency debasement trends.

  • “palladium, it's crazy. We were talking about it on the last podcast. We got like that. We got that. It was like a Bitcoin like move. It was an altcoin like move in three days.”

    Avi·8:33

  • “This thing drops down 25% off the highs. And guess what? It bounces right back up 14%.”

    Avi·8:46

  • “if you're trying to make maximum money in 2026, know, Bitcoin calls, gold calls, palladium”

    Avi·8:23
• $URANIUM - Uranium positioned to benefit from currency devaluation and energy transition themes.

  • “It's really great for uranium, which I've been beating the drum on for a bit. I'm ready to get back into uranium.”

    Avi·10:27

  • “I think it might maybe I sold out too early, but I'm ready to get back in this thing.”

    Avi·10:37

Bearish:

• $MEMECOINS - Meme coins expected to underperform Bitcoin in 2026 with the easy money already made and market dynamics shifting.

  • “I think that meme coins will probably not do particularly well in aggregate.”

    Avi·1:25

  • “I do not like memes. I think they're not going to outperform Bitcoin over the course of the year in general. I still want to sell this pop.”

    Jonah·5:11

  • “over the course of 2026, what I think you're probably not going to see is you're not going to see like a crazy, crazy, crazy meme coin mania with the old meme coins.”

    Avi·7:31

  • “the meme coin space is a little bit fucked.”

    Jonah·13:38
• $WORLDCOIN - Worldcoin seen as a prime short opportunity once it rallies, with structural headwinds despite Sam Altman's promotion.

  • “I don't think that no matter how much Sam Altman tries to pump that thing, like if this gets, you know, let's look at previous rallies off lows”

    Avi·16:12

  • “So maybe you want to wait until it gets back up to like 125. And then that's looking greatest short of a lifetime.”

    Avi·16:35

  • “And then you short that thing against Bitcoin and you're sitting very pretty.”

    Avi·16:41
• $PE - Private equity facing a bloodbath as the world changes rapidly and liquid markets offer better returns.

  • “I think PE is in for bloodbath personally.”

    Avi·38:20

  • “Just, just, just absolute bloodbath because the world, the world is changing very quickly.”

    Avi·38:25

  • “Also the liquid markets are making people a lot of fucking money. And so people are going to want to come back into these markets”

    Avi·38:29
• $VCUNLOCKS - High FTV, low float VC unlocked coins present shorting opportunities against Bitcoin during rallies.

  • “if we do get a rally in Bitcoin to the all time highs, it'll probably just cascade through to ETH and then some alts, but not most”

    Jonah·5:24

  • “And on that rally, you'll have fantastic opportunities to short high FTV, low float VC unlocked coins versus Bitcoin. Those pairs will look good.”

    Jonah·5:33