$TREASURIES - Joe expects significant interest rate cuts throughout the year, which would be bullish for Treasury prices.
$RISKASSETS - Joe believes Q1 2025 will be the most profitable time for risk assets, particularly in crypto, as it's currently the best expression of macro trends.
$SOL - Joe anticipates a Solana ETF, which he believes will be a bullish catalyst for the asset.
$MEME - Joe suggests buying established 'blue chip' meme coins during market downturns, specifically mentioning Doge, Pepe, and Bonk across three different blockchain networks.
$SUI - Joe considers going long on SUI if it trades below $2, noting that it trades well from a trading perspective.
$BTC - Joe discusses potential catalysts for a Bitcoin price reversal, including Trump's potential return to office and discussions about digital assets.
Bearish:
$BTC - Joe expresses a tactical short-term bearish view on Bitcoin, based on technical indicators and market events.
$EURUSD - Joe is bearish on the Euro, expecting it to potentially drop to parity with the dollar or lower based on technical analysis.