$SOL - Santiago is bullish on Solana for the coming year, regardless of election outcomes. He believes in a structural bull market for crypto and sees Solana as one of the 'fastest horses' in the space.
$GOAT - Santiago demonstrates strong conviction in GOAT by holding onto his position despite volatility, only selling a small amount briefly before buying back in.
$STABLES - Santiago believes stablecoins are crucial for improving payment infrastructure, citing Stripe's acquisition of Bridge as evidence of their potential to make transactions faster, better, and cheaper.
$MEME - Santiago is bullish on Solana-based meme coins, particularly WIF and POPCAT, seeing them as dominant in their respective categories (dog and cat coins) within the Solana ecosystem.
Bearish:
$ETH - Jason expresses a bearish view on Ethereum due to the proliferation of L2 solutions, which he believes is fragmenting investment away from ETH.