Has This Cycle Peaked? | 1000x

Bullish:

• $CRYPTOAI - Avi predicts that AI agents will gain mainstream appeal in the crypto sector within the next 12 months, suggesting potential growth in this area.

  • “I think agents are gonna be the the the part of this AI sector that really sticks and achieves mainstream appeal in the next 12 months.”

    Avi·30:09
• $HYPERLIQUID - Jonah believes Hyperliquid is undervalued as an exchange and has potential for growth if it can attract applications as an L1 platform.

  • “These guys, just based on being an exchange, are undervalued. And so if they figure out a way to even get a few applications, other applications built on them as as an l one, they deserve to be valued higher.”

    Jonah·17:19
• $BTC - Avi implies a bullish stance on Bitcoin, criticizing the idea of selling based on short-term economic data, especially given upcoming political changes.

  • “Imagine selling Bitcoin at 92 k because you're worried about a nonfarm payrolls print 8 days before regime change in Washington.”

    Avi·48:01
• $SUI - Jonah notes that SUI has built a strong community, including institutional investors, suggesting potential for growth despite current overvaluation.

  • “I think what's clear what what's what's very clear to me is that SUI has managed to build a pretty crazy community, but not just of retail investors.”

    Jonah·4:54

Bearish:

• $BONDS - Avi strongly advises against investing in bonds, expecting yields to rise, especially in the context of a potential Trump administration.

  • “I wouldn't touch bonds with a 10 foot pole. On bearish bonds, I think yields are going higher. You do not wanna be earning fixed income in Trump land.”

    Avi·48:49