$ZCASH - Balaji believes Zcash will become the most important cryptocurrency as digital cash for individuals, fulfilling Milton Friedman's vision of private e-cash while Bitcoin becomes institutional collateral.
$BTC - Bitcoin will serve as provable, global, institutional collateral that institutions can use to prove reserves across borders, becoming more valuable as an institutional asset.
$BIOTECH - AI will revolutionize biology by synthesizing facts across thousands of papers, making this the century of biology.
$ROBOTICS - Physical AI and robotics will succeed because verification is easier in the physical world than digital, with Chinese companies leading in physical robots.
Bearish:
$NETSUITE - NetSuite is a vulnerable incumbent with poor product execution that hasn't innovated in years, making it ripe for AI-driven disruption.
$AILABS - American AI companies are not modeling political and macroeconomic singularities alongside AI disruption, making them vulnerable to backlash and constraints.