$BTC - Bullish on Bitcoin due to accelerating ETF flows and strong institutional demand
$CRYPTOETF - Crypto index ETFs expected to become the second biggest category after Bitcoin ETFs, with massive proliferation of all types of crypto ETF products coming to market
$STABLES - Institutional interest in stablecoins is off the charts, equal to or exceeding their interest in Bitcoin
$DEFI - DeFi expected to see enormous growth as a second-order effect of stablecoin expansion that markets aren't yet paying attention to
$SOL - Solana appears undervalued relative to its mindshare, being only 1/5 the size of ETH and 1/25 the size of Bitcoin despite similar coverage
$CIRCLE - Strong institutional interest in crypto equities with Circle's IPO putting this category on investors' minds
Bearish:
$GOLD - Being 100% in gold and 0% in Bitcoin is effectively shorting Bitcoin against the global benchmark of stores of value