Market Meltdown, Crypto vs Equities, & Is This Bounce A Buy?

Bullish:

• $DAPP - Applications will capture value over infrastructure as the fat protocol thesis proves wrong, marking a positive shift for the crypto industry

  • “The fat protocol thesis is complete and utter nonsense... applications will end up winning this war.”

    Avi·49:49
• $GOOGL - Google has regained its competitive position as the internet's entry point with Gemini 3, showing strong performance during market selloffs with potential to double

  • “Google was your portal to learning things. And that shifted to LLMs... now they're back to being the entry point of the internet.”

    Avi·1:08:43
• $META - Meta stands to gain more from AI than any company except NVIDIA, with advantages in ad business and future AR glasses potential

  • “I think that no company has more to gain, other than NVIDIA, no company has more to gain from AI than Meta.”

    Jonah·1:03:13
• $BTC - Bitcoin has bottomed around $87-88k with potential for 50% upside in three months

  • “This is the beginning of the bottom right here... if you buy and you wait three months, I think you're up 50%.”

    Avi·0:00
• $SOL - Solana has hit a strong technical support level at $192-198 that has been defended multiple times, presenting good risk-reward for scaling in

  • “when I look at like Solana on a weekly chart, we've sort of hit that exact level that has been defended a lot. This is this is a strong value level.”

    Avi·25:53
• $BNB - Binance's profitability and position as largest BNB holder creates aligned incentives to deliver value back to BNB holders

  • “I'm bullish on BNB because Binance makes money hand over fist, and they're gonna figure out how to deliver that back to BNB holders because they're the largest BNB holders in the world.”

    Avi·56:54
• $EQUITIES - Companies adopting AI will drive profitability through labor cost reduction, while those failing to adopt will drop out of indices

  • “I think that companies that totally fail to adopt AI or drop the ball, well, their market cap will disappear as they get disrupted so quickly that they'll just drop out of the index.”

    Jonah·20:31

Bearish:

• $MONAD - Another unnecessary L1 blockchain in an oversaturated market where no one needs different infrastructure to launch on

  • “I don't get Monad... it's just another L1 when no one's dying to have a different L1 to launch on. Makes no sense.”

    Jonah·40:57
• $OIL - Potential end to Ukraine war could flood markets with additional crude oil and commodities, sending inflation lower

  • “Ukraine war could literally end this week and the world will be awash in additional wheat, crude oil, gas, and other commodities that will send inflation much lower.”

    Jonah·30:57