$CRYPTO - Extremely bullish outlook on the overall crypto market based on first-hand experience at recent conferences, contrasting with trader sentiment.
$DEPIN - Bullish on Decentralized Physical Infrastructure Networks (DePIN), particularly highlighting Helium's progress in mobile carrier offloading.
$CONSUMERTECH - Bullish on integrating crypto elements into traditional consumer-facing businesses, considering launching a fund focused on this strategy.
$DEFI - Bullish on money market protocols in DeFi, anticipating a shift towards higher yield opportunities and fee capture through recursive leverage.
Bearish:
$ONDO - Bearish on Ondo due to decreasing interest in treasuries as rates go down.