$GLD - Gold will continue rallying due to geopolitical fracturing, sovereign buying (BRICS now holds more gold than US), and higher baseline inflation post-COVID.
$BTC - Bitcoin bottoming at $85k with sellers exhausted, poised for rapid move to $100k by January as liquidity returns and tax selling abates.
$XMR - Privacy coins like Monero will benefit from $2.7B in crypto hacks requiring money laundering, plus narrative around wealth taxes driving demand for asset hiding.
$REMX - Rare earth minerals and critical minerals will benefit from geopolitical fracturing and commodity supercycle.
Bearish:
$OIL - Bearish on oil for multiple structural reasons despite broader commodity rally.
$MEMECOINS - Meme coins have devolved from strategic multi-week plays to hours-long pump and dumps, with no resurgence expected in 2026.
$ALTCOINS - Altcoin bear market will continue with high FDV/low float tokens offering shorting opportunities as VCs and insiders seek exits.
$NFT - NFTs were a fad driven by COVID-era digital world assumptions; CryptoPunks floor will fall below 8 ETH as capital allocation shifts away.