$CRYPTOAPPS - The most lucrative investments in the upcoming crypto cycle will be at the application layer rather than the infrastructure layer. Crypto wallets are expected to become highly valuable business models, evolving to function similarly to traditional banks.
$BTC - Bitcoin is predicted to reach parity with gold by 2030, implying a price of approximately $815,000 on a fully diluted basis.
$STABLES - Stablecoin supply is expected to reach 10% of the US M2 money supply by 2030, indicating significant growth and adoption in the coming years.
$TOKENIZED - The value of tokenized real-world assets is predicted to exceed the total value of all digital assets by 2030, indicating a significant shift towards asset tokenization.
$PREDMKTS - Prediction markets are expected to disrupt traditional media and become the first mainstream consumer application on blockchains, potentially revolutionizing information dissemination and decision-making.
$CRYPTOAI - AI is predicted to comprise 90% of on-chain activity by dollar value by 2030, suggesting a significant integration of AI and blockchain technologies.
$SOL - Solana is predicted to reach parity with Ethereum in terms of activity and market cap by 2030, suggesting significant growth potential for the Solana ecosystem.
$CRYPTO - The blockchain economy is expected to grow significantly, with 'blockchain GDP' reaching $1 trillion, approximately 1% of global GDP, by 2030.
Bearish:
$ALTCOINS - The vast majority (98%+) of digital assets are expected to underperform Bitcoin, although the few that outperform will do so significantly.