$BTC - Bitcoin's strength is attributed to Michael Saylor's aggressive buying through MicroStrategy, with plans to raise $42 billion for further purchases.
$AITECH - The US has a competitive advantage in AI due to more favorable regulations compared to Europe, suggesting growth potential for US AI companies.
Bearish:
$BANKS - Current monetary policy is likely to flatten the yield curve, which is particularly bad for regional banks compared to large caps.
$ALTS - There was a recent opportunity to short altcoins while going long Bitcoin, taking advantage of Saylor's buying pressure on BTC.