$TBILLS - Arthur recommends holding T-bills as a high-yielding cash deposit, considering them the only bonds worth owning in the current market.
$BTC - Arthur predicts a significant rise in Bitcoin's price, with targets of $150,000-$200,000 by summer and $250,000 by year-end.
$GOLD - Arthur anticipates a substantial increase in gold prices, potentially reaching $50,000, outperforming the S&P 500.
$ETH - Arthur expects Ethereum to reach $5,000 by year-end, with potential for $10,000-$20,000 by the end of the market cycle.
$CRYPTOSPAC - Arthur's fund is targeting profitable companies without tokens, aiming to acquire, improve, and sell them to SPAC sponsors.
$DEFI - Arthur emphasizes investing in cash flow-generating crypto projects, citing examples like EtherFi and Pendle that provide returns to token holders.
Bearish:
$BONDS - Arthur strongly advises against owning private bonds, stating there is absolutely no reason to hold them in the current market environment.