Why We’ve Bottomed, Oil Hits $100 & The Stablecoin Trade

Bullish:

• $BTC - Bitcoin has bottomed after failing to make new lows for four weeks and is breaking out of its range, with sellers exhausted.

  • “So all I'm gonna say about this market is that I am fucking bullish on Bitcoin.”

    Avi·0:49

  • “I've been I've been saying basically below 70 k is a good time to accumulate. I think that we've finally broken out.”

    Avi·1:00

  • “And to me, what this says is that crypto has bottomed. We've sort of exhausted all of the sellers. We can't really make new lows anymore.”

    Avi·0:00

  • “I'm fucking bullish on Bitcoin. I think that we're going up at least to 90 on this on this rally.”

    Avi·38:06
• $ETH - Ethereum looks phenomenal due to the stablecoin adoption narrative and is breaking out alongside Bitcoin.

  • “Ethereum looks phenomenal. And I think one of the reasons that Ethereum looks phenomenal is because people are finally realizing that this the the stable there's I think what's in the market is the stablecoin trade”

    Avi·7:31

  • “I think Ethereum is gonna do very well because of the stable coin narrative”

    Avi·17:28
• $HYPE - Hyperliquid is crushing it as the only place retail can trade assets like oil on weekends, giving them an advantage over institutions.

  • “Hyperliquid is absolutely crushing it. And, I mean, you know, trade trading at $40, it's basically almost back to the highs. It's only 20% off the highs.”

    Avi·3:47

  • “I think it can easily be a $150, $200 asset right now.”

    Avi·4:18

  • “I think that hyperliquid is going to do extremely well because it's making a ton of money. And I think that it has the narrative of the moment”

    Avi·17:03
• $HOOD - Robinhood could easily go back to $120 as Bitcoin and Ethereum start rallying again after being beaten down.

  • “I think once we get once Bitcoin gets rip roaring again and ETH gets rip roaring again, HUD can easily go back to 120.”

    Avi·9:47

  • “whenever there's a slurry of trading activity, those things end up outperforming.”

    Jonah·10:00
• $SKY - Sky (rebranded MakerDAO) is a way to bet on stablecoin adoption with strong revenue generation and relatively low market cap.

  • “I am I'm very bullish on Circle. Well, I'm sorry. I'm very bullish on Sky.”

    Avi·30:08

  • “the fully diluted valuation of this thing and all and all tokens are issued are 1 point it's 1,700,000,000.0, and it's making it's $202,100 k daily buybacks. It's pretty damn good.”

    Avi·22:57
• $SOL - Solana could do well alongside Ethereum due to the stablecoin narrative.

  • “I think Solana I think Solana could do that as well.”

    Avi·17:31
• $COIN - Coinbase will benefit from alternative revenue streams as crypto recovers.

  • “I'm very bullish on Coinbase because I think that their alternative their alternative revenue streams will do well.”

    Avi·30:12
• $GOOGL - Google and large cap tech will recover strongly once Iran fears dissipate and risk appetite returns.

  • “We're gonna see Google start to do very well.”

    Avi·37:26

  • “especially what I'm looking for are the two things that got hit by the AI and the Iran fears, and those are software companies and large large cap tech companies. So that's big well, and also Bitcoin, Ethereum, Google”

    Avi·14:23

Bearish:

• $NEAR - Near Protocol is a money vacuum with no real utility despite AI narrative attempts.

  • “Near is a money vacuum. Any money you put into Near disappears.”

    Jonah·17:52

  • “Nobody needs intents. I don't I don't care. It doesn't matter. Show me the money and show me the token burn. Until then, like, do not touch it with a 10 foot pole.”

    Jonah·19:55
• $CRV - Curve is cooked as stablecoin trading is over and centralized options will dominate.

  • “I think Curve is totally cooked. Like, I I just don't think anyone's using it.”

    Avi·24:09

  • “I don't know that curve is gonna do very well because I think that stablecoin trading is sort of over.”

    Avi·23:21