$HARDASSETS - Invest in hard assets denominated in dollars, such as Bitcoin and gold, as a hedge against high deficits and potential inflation.
$PUMPFUN - Invest in PumpFun, the largest consumer application in crypto, due to its profitability and potential token buyback mechanism.
$ETH - Invest in Ethereum as a more neutral and potentially better risk-reward play compared to Bitcoin, given current political risks.
$BTC - Invest in Bitcoin with the expectation of good performance, while acknowledging potential political risks associated with the cryptocurrency.
Bearish:
$TSLA - Short Tesla due to potential earnings loss, political conflicts, and removal of EV and solar subsidies.
$SOL - Short Solana due to potential impact from PumpFun's token launch and development of vertical DeFi primitives, which could reduce fees traditionally associated with SOL.