$MSTR - MSTR is showing strong upward momentum as part of a broader return to risk assets.
$LAYERONE - Positive outlook for Bitcoin and Ethereum due to reduced panic around tariffs and institutional adoption, particularly for Ethereum's role in tokenization.
$SOL - Solana (SOL) stands out positively due to the completion of its largest token unlocks.
$DERIBIT - Deribit is praised for its superior platform in crypto options trading, particularly for its tight spreads.
Bearish:
$EWZ - Shorting Brazil (EWZ) is recommended due to expectations of a stronger dollar.