$COIN - Bullish on Coinbase as a venture-style play in public markets, comparing it to Tesla's early days. Will invested in longer-duration calls around $70 in October of the previous year.
$BTC - Highly bullish on Bitcoin, especially if Trump gets elected. Avi believes Bitcoin could see significant gains in this scenario.
$SOL - Bullish on Solana due to its popularity for meme coins and speculation. Will compares it to Ethereum's role in the previous cycle, suggesting strong growth potential.
$MSTR - Positive view on MicroStrategy, especially after Michael Saylor's announcement of plans to buy $42 billion worth of Bitcoin.
$AIMINING - Bullish on Bitcoin miners transitioning to AI infrastructure, citing the need for power in AI buildout and the potential for improved shareholder value.
$MEME - Recommends younger investors (under 25) allocate 5-10% of their portfolio to meme coins for potential high returns, viewing it as a positive expected value play.
Bearish:
$ETH - Bearish on Ethereum based on poor price action relative to Bitcoin and personal trading experience.