$BTC - Bitcoin will reach $1 million due to unlimited government money printing versus Bitcoin's fixed supply. Pavel has been investing since 2013 and sees Bitcoin as permanent while fiat currencies' future is uncertain.
$TELEGRAM - Telegram demonstrates exceptional operational efficiency with 40 engineers serving 1 billion users, out-innovating competitors while achieving profitability. The platform successfully monetized with $12 million in digital gifts sold in 30 minutes.
$TON - TON blockchain has become one of the largest blockchains by daily NFT trading volumes, showing strong growth metrics in the blockchain ecosystem.
$MINIAPPS - Telegram's mini app ecosystem demonstrates massive monetization potential with individual developers earning $12 million in just months.
Bearish:
$FIAT - Fiat currencies face existential uncertainty compared to Bitcoin's permanence, with governments printing money endlessly.
$META - Meta's messaging products lack innovation, copying Telegram's features years later including exact timestamps, demonstrating a culture that avoids risk and innovation.
$BIGTECH - Big tech companies sacrifice user privacy for profits through surveillance-based advertising, but Telegram proves profitability is possible while leaving 80% of potential ad revenue on the table by refusing to export personal data.
$SURVTECH - Surveillance-based technology business models are unnecessary as Telegram achieved profitability without targeted advertising or data exploitation.
$TECH - European technology sector faces severe headwinds from excessive regulation with public expenses at 58% of GDP, comparable to late-stage Soviet Union, driving entrepreneurs to flee to more business-friendly jurisdictions.
$SOFTWARE - Most software companies suffer from inefficiencies due to distracted and inexperienced hiring, resulting in tens of millions in losses from bloated codebases.