$TSLA - Tesla is a strong buy based on Elon Musk's close relationship with Trump, with Avi personally buying more shares after seeing them together
$URA - Uranium sector continues to perform exceptionally well with 14% gains in a week, with no reason to sell as the sector looks phenomenal
$HYPE - Hyperliquid is a quality revenue-generating protocol worth buying on weakness, comparing current opportunity to April's successful entry point
$GLXY - Galaxy Digital shows relative strength and appeals to TradFi investors with its AI data center exposure, making it an attractive crypto equity play
$BNB - Binance Coin positioned as primary beneficiary if perpetual futures become legal in the US under potential regulatory changes
$STABLES - Stablecoins experiencing a renaissance and attracting significant institutional interest from traditional finance investors
$XRP - Ripple positioned as a 'crime season' beneficiary despite fundamental weakness, expected to benefit from political favoritism
$NAKAMOTO - Trading at 35% discount to NAV near insider prices ($112), suggesting potential for a short squeeze or bounce from current $133 level
$ASTER - Potential momentum trade opportunity around $1 level despite fundamental weaknesses, targeting a move back to $2
Bearish:
$ASTER - Project compared to Trump coin with unlinked token value and potentially fraudulent volume numbers, described as a 'nuclear cesspit' to avoid
$BTC - Bitcoin reaching exhaustion at current levels with market unable to sustain without Bitcoin leadership, targeting $100-105k as resistance
$SOL - Solana successfully shorted from $250-260 level based on technical levels and open interest dynamics