$BTC - Bullish on Bitcoin due to a shift in the macro environment, particularly the Fed's policy changes that are seen as supportive for risk assets and inflation hedges.
$RISKYASSETS - Bullish on risk assets as a hedge against inflation in the current economic environment where the Fed is seen as backstopping the economy.
$CRYPTOEQUITIES - Bullish on crypto equities, particularly Bitcoin miners, as potential beneficiaries of increased interest following Bitcoin ETF inflows.
$LAYERONE - Bullish on Layer 1 blockchains as potential store-of-value assets that can generate respectable yields, similar to bonds.
Bearish:
$BONDS - Bearish on long-end bonds and duration-sensitive assets in the context of the current economic outlook and potential rate-cutting cycle.