$QUANTUM - Quantum computing is advancing rapidly and will become a major technological force within the decade, requiring confrontation of its implications for cryptography and security
$AI-INFRA - AI infrastructure investment will continue massively as intelligence becomes the highest value commodity, with the economy becoming totally dependent on AI infrastructure
$BANKS - New OCC guidance allowing banks to hold crypto for gas fees removes regulatory barriers and will bring more banks into the crypto industry
Bearish:
$BTC - Quantum computing poses an existential threat to Bitcoin, with a live possibility of fault-tolerant quantum computers running Shor's algorithm before the next US presidential election
$GBTC - Digital Asset Trusts trading at discounts to spot prices are creating downward pressure through convergence trades, which could persist for a year or more in sideways markets
$OPENSEA - NFT marketplaces are in deep depression with questions about whether NFTs will ever recover, as evidenced by failed attempts like Coinbase's expensive NFT marketplace venture
$MSTR - MicroStrategy's refusal to do buybacks while other DATs are announcing them could lead to capital rotation away from the company