$BTC - Bitcoin positioned as mathematical proof of work competing with gold, with potential to grow from $2T to challenge gold's $40T market cap as store of value gains acceptance.
$GLD - Gold seen as enduring store of value benefiting from currency debasement and central bank buying, with recent price action reflecting dollar weakness rather than gold strength.
$STABLES - Stablecoins gaining regulatory clarity with GENIUS Act passage, forcing every financial institution globally to develop a stablecoin strategy.
$INFRA - Massive infrastructure opportunity to replatform $900 trillion of global assets onto blockchain, with institutional adoption finally beginning.
Bearish:
$CRYPTO - Most crypto tokens expected to go to zero despite proliferation, with market showing signs of excess speculation and unsustainable projects.