$SOL - Matthew is highly bullish on Solana, with a personal weighting much higher than market cap would imply, citing early adoption and technological advantages.
$BTC - Matthew believes there's strong global demand for Bitcoin as a hard currency alternative, and projects significant adoption by central banks and in international trade.
$BTCMINERS - Matthew sees a new opportunity for Bitcoin miners to repurpose their energy infrastructure for AI companies, potentially creating additional value.
$AGORA - Matthew is bullish on Agora, VanEck's stablecoin project, which is starting a price war with Circle and Tether by offering better yield returns to partners and holders.
$CEFI - Matthew suggests that a potential Trump presidency could lead to a pause in regulation by enforcement and a more favorable environment for crypto exchanges.
Bearish:
$LAYERTWO - Matthew expresses concerns about the economic model of Ethereum Layer 2 projects, particularly regarding the large number of unminted tokens.