Why We Are Bullish

Bullish:

• $BTC - Bitcoin is expected to outperform major equity indices, hedge funds, venture capital funds, and private equity funds over the next 5-10 years.

  • “I do believe that Bitcoin is going to outperform every major equity index, every major hedge fund, every major venture capital fund, and every major private equity fund for the next five to ten years over that time span.”

    Jonah·0:00
• $USDT - Tether (USDT) is expected to see increased adoption by mainstream financial institutions in the coming year, with reduced stigma around its use.

  • “I think that there's just a lot there's going to be a lot less stigma around adopting Tether. I would I would wager in the next year we see some up uptake of Tether from, you know, real financial institutions.”

    Avi·36:13:00
• $DAPP - The crypto market is shifting from infrastructure to applications, with a new era of crypto apps emerging.

  • “I think I think the the the age of infrastructure of buying infrastructure has sort of played out and the age of applications have has has dawned on us”

    Avi·50:21:00
• $HOOD - Robinhood is expanding its cryptocurrency offerings and improving its wallet, which is expected to lead to better performance.

  • “Well, they're massively expanding they're massively expanding the coins they're offering. They're gonna be I think they're gonna be running a lot of in you know, a lot of integration soon. Their their wallet's gonna become a lot better.”

    Avi·26:08:00

Bearish:

• $ALTCOINS - Altcoins are generally considered poor long-term investments that don't generate significant returns.

  • “Generally, altcoins are trash. Generally, long term, they they don't they don't they don't make you they don't actually make you you any money.”

    Avi·10:33:00
• $CIRCLE - Circle is viewed as an underperforming business with very low EBITDA margins, suggesting it may be overvalued.

  • “Circle is kind of a crappy business. Like, that's those EBITDA margins are tiny, 18,000,000 on a 1,600,000,000. You know, it's, like, basically 1% margins.”

    Jonah·18:58:00
• $SOL - Solana is not expected to be a top performer in the future, with some investors having exited their positions.

  • “I I haven't I haven't owned Salon in a very long time, Jonah. I I just don't think it's the best I just don't think it's gonna perform the best from now on.”

    Avi·51:37:00