$SOL - Solana shows strong fundamentals and developer activity, maintaining conviction even through bear markets and negative events like the FTX crash, suggesting significant long-term potential.
$BTC - Bitcoin is expected to gain significant attention in the next 6 months due to discussions about strategic Bitcoin reserves, country-level adoption, and potential policy shifts, which could drive its value up.
$INFRA - The overall crypto infrastructure ecosystem is expected to grow, with multiple blockchain platforms potentially coexisting and increasing in value due to market dynamics.
$MEME - Meme coins are expected to gain more traction and potentially increase in value as media coverage and hype cycles intensify, particularly focusing on the activities of pumped out fund participants.
$DOGE - Dogecoin is expected to receive significant attention for at least a year or two, potentially due to Trump's proposed use of Dogecoin in government efficiency initiatives, which could positively impact its value.
$CRYPTO - The crypto industry is expected to benefit from potential regulatory changes, with even moderate shifts in regulatory stance potentially providing significant positive impact on the ecosystem.
Bearish:
$ETH - While Ethereum is expected to increase in value over the cycle, it may underperform relative to other assets, particularly Solana, due to Solana's rapid progress in catching up on key metrics.