The Trump Tariff Dump | 1000x

Bullish:

• $RWA - Avi is bullish on a basket of Real World Asset (RWA) tokens, including Pendle, Ondo, Plume, and Curve, expecting them to gain traction over the next year due to upcoming regulatory clarity.

  • “I've got my little RWA basket that I've been talking about. You know, it depend the Pendles of the world, the, you know, Pendle, Ondo, Plume, Curve. I'm sort of waiting on good levels for them to start adding, and I'd I'd be adding that against ETH because I I do think these things over the next year are gonna gain a lot of traction just because of the regulatory clarity that's coming.”

    Avi·9:10
• $BTC - Jonah believes the current market downturn may represent a bottom, suggesting it's a good buying opportunity for Bitcoin.

  • “I think this may be the flush that marks the bottom. I think this is what you buy.”

    Jonah·4:17

Bearish:

• $BTC - Avi identifies a clear short setup for Bitcoin from a technical perspective, with a stop loss above $88,000 and a target of the previous highs at $73,000.

  • “On on Bitcoin, if you go to the three day chart, it's actually just such a clear short setup, from a from a technical perspective. You get you you basically you get to stop out above 88, and you get to target the previous highs of 73.”

    Avi·33:39
• $ETH - Avi suggests shorting Ethereum with a potential target of $1,500, emphasizing the current market conditions where quick profit-taking is advisable.

  • “I think you just have to remember that this market is the market that you take profit in very quickly. You got a little bit of pop, and then you're out. You just you just shove it out. And that's how I'm looking at trading this trading this market right now. I mean, honestly, I think, like, getting getting short here still is, like, you know, can you honestly probably short ETH at this point get get down to, like, 1,500.”

    Avi·0:32
• $ALTS - Avi expects altcoins to perform poorly, with a lack of buyers until Bitcoin gets back above $90,000, suggesting a bearish outlook on the broader altcoin market.

  • “ETH is, like, basically, alter alts outside of maybe some RWA alts are doing are doing okay. Kind of just fucks across the board. They're just not gonna be there just won't be any buyers for these things at all until Bitcoin gets back above 90.”

    Avi·9:06
• $WIF - Jonah observes that the WIF token is in a consistent downward trend, describing it as a smooth death spiral, implying a strong bearish sentiment.

  • “With is down 12%. This thing is just the smoothest death spiral I've ever seen.”

    Jonah·44:04