$MSTR - MicroStrategy could see significant earnings growth if SAB 121 is repealed, potentially driving the stock price to $1000. The company's large Bitcoin holdings at a low cost basis could result in substantial earnings being recognized quickly.
$CEFI - Crypto exchanges could benefit from increased inflows as banks potentially enter the crypto custody space, similar to the effect seen with BlackRock's Bitcoin ETF.
$BTC - Bitcoin's market cycle may change in 2025, potentially breaking the established 4-year pattern, which could have significant implications for its price action and market behavior.
$BANKS - Banks could benefit from the potential repeal of SAB 121, which currently requires them to hold liabilities commensurate with their crypto holdings, making it difficult to offer crypto custody services to clients.